Firm Overview

Based in Bend, Oregon, True Wealth Group is a locally owned, fee-based fiduciary firm committed to helping families discover their deeper financial purpose and align their wealth with their values.

We believe that True wealth is living with purpose, clarity, and peace. Our clients define it. We help them build the plan to live it.

Values:

Integrity – We act with fairness, honesty, and respect — even when no one is watching.
Empowerment – We equip one another to succeed through trust, feedback, and support.
Partnership – We win together. Every goal achieved is a shared success.
Growth – Personal and professional growth are both essential to our success.
Freedom – We work in a culture that values balance, autonomy, and purpose.

Position Summary:

We are seeking a Client Service Associate to join our rapidly growing firm. The Client Service Associate is a key member of our client experience team. This role is ideal for someone who thrives in a service-oriented environment, values precision, and enjoys building trusted relationships.

You will support our advisors and operations team by handling client requests, preparing account paperwork, managing scheduling, and ensuring every client interaction reflects the warmth, professionalism, and excellence True Wealth Group is known for.

This position blends strong administrative execution with high-touch client service and plays a central role in delivering an exceptional client experience and supporting our advisory team.

Compensation & Benefits

Base Salary: $60,000 – $70,000 (DOE)
Bonus Potential: Semi-annual bonuses based on team performance
401(k) plan with employer matching and immediate vesting
Professional development support (licenses and designations, CE credits, training)
No fees on personal accounts with True Wealth Group
Casual office environment with professional standards
Career growth opportunity within a growing fiduciary firm
Work-from-home flexibility as appropriate

Qualifications

We are looking for someone who:

Demonstrates professionalism, integrity, and discretion with client information
Is highly organized with excellent attention to detail
Is warm, service-oriented, and enjoys building meaningful relationships
Communicates clearly and effectively (written and verbal)
Thrives in a fast-paced environment and can manage multiple priorities
Is comfortable with technology and eager to learn new systems
Has emotional intelligence and a client-first attitude
Enjoys working as part of a collaborative team

Education & Experience

Bachelor’s degree preferred
Prior experience in client service, administrative support, or financial services preferred
Experience with CRM systems (salesforce) preferred

Key Responsibilities

Client Service & Relationship Support

Serve as a primary point of contact for client service requests (phone, email, text/SMS)
Provide white-glove support to clients throughout new client onboarding and existing client service needs
Assist advisors with meeting preparation and follow-up and execution
Schedule client meetings and manage calendars with professionalism and accuracy
Support client communications, reminders, and service deliverables

Account & Paperwork Processing

Prepare client paperwork and ensure completeness and accuracy
Assist with account opening, transfers, maintenance requests, and service forms
Maintain clear documentation and task tracking to ensure items are completed promptly
Ensure CRM data integrity and maintain accurate client records

Technology & Process Improvement

Develop fluency in firm tech platforms (CRM, Schwab custodial systems, planning software)
Identify opportunities to improve workflows, reduce friction, and enhance client experience
Support firm-wide process improvements and training initiatives

Office Support & Team Collaboration

Support the broader operations team with administrative tasks as needed
Contribute to a positive office culture and professional environment

True Wealth Group takes a market-based approach to base pay, with bonuses at top percentile based off team performance. Your actual base salary will depend on factors such as your qualifications and experience.

True Wealth Group is an equal opportunity employer. We believe our firm is stronger when individuals from different backgrounds come together with shared values focused on the same mission. Even if you do not meet all the qualifications listed above, we encourage you to apply!

True Wealth Group

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Client Service Associate