Job Details

Client Relationship Associate

Ferguson Wellman Capital Management, Portland, Oregon

Full Time - Corporate/Business

Salary Range: $55-$65k

Close Date: 11/01/2020

About Ferguson Wellman
Founded in 1975, Ferguson Wellman Capital Management is a privately-owned registered investment advisory firm, established in the Pacific Northwest. The firm manages over $5.96 billion for 878 clients that include individuals and families; Taft-Hartley and corporate retirement plans; and endowments and foundations with portfolios of $3 million or more. West Bearing Investments, a division of Ferguson Wellman, serves clients with assets starting at $750,000 (data as of June 30, 2020).

About the position
The duties of the Client Relationship Associate (CRA) include supporting clients and portfolio managers by meeting requests for funds movement, maintaining accounts, creating reports, collaborating with custodians, and performing project work as assigned. This CRA position is full-time, includes a competitive benefits package, and is in downtown Portland, Oregon. The ideal applicant should be passionate about creating a positive client service experience while developing and maintaining those relationships.

Responsibilities:
 Compile information and prepare account paperwork for new and existing clients
 Maintain and update information in CRM database according to firm standards
 Prepare meeting and quarterly client reports
 Assist clients with annual IRA distributions, provide tax information, facilitate gifting, and satisfy money movement requests (wires, checks, transfers)
 Provide administrative support to portfolio managers as needed
 Build relationships with clients and maintain proactive communication
 Monitor manager calendar, travel arrangements, and schedule client meetings
 Attend client meetings at the manager’s request

Qualifications:
 Strong communication skills, both written and verbal
 Superior attention to detail and follow through
 Strong organizational and time management skills
 Proficient in Microsoft Office, Schwab Advisor Services platform, DocuSign, CRM
 Experience working in a fast-paced, highly professional environment
 College degree with 3-5 years financial industry experience preferred
 Team player with the ability to manage projects, solve problems and meet deadlines

Compensation and Benefits:
 Salary range to be consistent with experience and potential
 Total compensation range for this position is 75k-95k. This includes salary, bonus, profit-sharing contribution, insurance (medical, dental, vision, life & disability), and a parking allowance

Ferguson Wellman recruits, employs, trains, compensates, and promotes regardless of race, color, religion, national origin, gender, gender identity or expression, sexual orientation, disability, age, veteran status, and other protected status as required by applicable law.

Please submit a cover letter and resume to:
Kirstin Havnaer, VP of Administrative Services
kirstin.havnaer@fergwell.com

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