Description:

Roehl & Yi Investment Advisors, LLC is an independent wealth management and qualified plan consulting firm located in Eugene, Oregon. Established on the foundational values of teamwork, integrity, stability, and professionalism—we are the financial advisors our clients trust. We serve clients across the West Coast, from northern California to Washington, ranging from high-net-worth individuals to qualified retirement plans, foundations, and endowments.

Come join our supportive culture that encourages creativity, retirement readiness, community giving, diversity, collaboration, and work/life balance.

Our Client Service Associate plays an integral role in providing high-level support to our clients. This position assists investment professionals and clients with administrative and operational support.

If you take pride in client service, can manage and prioritize tasks well, and work well in a team environment, then look at this great opportunity at Roehl & Yi!

This position is based in Eugene, Oregon.

Key tasks and responsibilities:

· Work with discretion and tact when exposed to confidential information.

· Build and manage relationships between clients and the firm.

· Work collaboratively with team members to ensure the proper coordination of firm projects.

· Prepare client materials and presentations, as requested.

· Use CRM applications to perform various functions, such as submitting/assigning tasks, running reports, etc.

· Assist with special projects as required, scanning, preparing expense reports, making reservations, and handling firm mailings.

What success looks like:

· Be a highly detail-oriented and organized individual, able to manage and prioritize tasks.

· Have a self-starting attitude and enjoy the challenge of working in a fast-paced, constantly evolving environment.

· Exhibit confidence, intelligence, dedication, and focus on making improvements and offering solutions.

· Be adaptable and flexible with a sense of humor.

· Be proactive and resourceful, taking the initiative to ask, learn, and execute.

· Have an ability to see "the big picture" while staying aligned with the firm’s vision.

· Be personable, energetic, and fun to work with.

· Show personal integrity, reliability, and follow through on commitments.

· Ability to maintain a calm and professional demeanor, especially during crises.

Other desired skills:

· Embraces and leverages technology to maximize productivity and efficiency.

· Possesses impeccable organization skills and enjoys developing systems and processes.

· Problem-solving and decision-making skills.

· Ability to work effectively with minimal supervision.

· Strong interpersonal skills.

· Possesses a passion to help new and existing clients.

· Genuinely enjoys people and working with them.

· Demonstrates a commitment to accuracy by delivering high-quality work.

· Excellent written and verbal communication.

· Collaborative and able to work effectively with others.

What You Need:

· Bachelor’s degree preferred or related experience.

· Prefer 3 years’ experience in client service.

· 1 year of experience in financial services industry (preferred).

· Proficiency in Microsoft Office; experience with various financial planning, CRM, portfolio management and document management software.

What You Receive:

Comprehensive Benefits Package: Competitive pay, bonuses for short-term incentive goals, bonuses for new client acquisition if eligible, PSP with 401(k), medical insurance, tuition reimbursement, long term disability insurance, career training and development opportunities, and more.

Workspace:

· Office environment.

Application Process:

Please submit your cover letter and resume to jobs@roehl-yi.com.

roehl-yi.com

Job Type: Full-time

Pay: $40,000.00 - $75,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off
• Paid training

Compensation package:

• Bonus opportunities
• Performance bonus
• Profit sharing

Schedule:

• Monday to Friday

Ability to Relocate:

• Eugene, OR 97401: Relocate before starting work (Required)

Work Location: In person