Client Service Associate

Adero Partners is searching for a Client Service Associate to join our team, with locations available in either Portland, Oregon, or the Bay Area. While this role is fully remote, we do offer occasional in-person events and meetings that we encourage you to attend. We want candidates who are passionate about providing exceptional client service with a team-based approach.

Our Core Values are WICKED

Wow Service

Innovate

Clients First

Keep Excelling

Encourage Funness

Don t be a jerk

Responsibilities:

Prepare custodial and internal forms for clients which include new account paperwork, transfers, agreements, and many others

Work with clients in a timely manner with their requests (money transfers, documents, meetings, etc.)

Prepare Private Investment forms and facilitate regular Capital Calls

Work with other CSA s to improve client processes

Support Wealth Advisors and Portfolio Management on client needs

Knowledge and Skills:

Excellent written & verbal communication

Superb attention to detail

Knowledge in Alternative Investments and Private Investment paperwork

Experience with Foreign transactions

Accurate, high quality work product

Creative problem solving

Working knowledge of custodian forms (Schwab & Fidelity)

Education and Experience:

Bachelor s degree, preferably in a finance/business related major

Two years of work experience preferred in Client Services

Salary and Benefits:

$55k to $90k base salary (commensurate with experience)

401k plan available with employer match

Paid time off

Medical, dental, and vision coverage

Group life/disability insurance

Wellness membership reimbursement

Paid sabbatical every five years