Client Service Associate

Job Description

Client Service Associate 

Meridian Wealth Advisors | Portland, OR (In-Office) 

Meridian Wealth Advisors, a private wealth advisory practice of Ameriprise Financial, is seeking a high-level Client Service Associate to join our growing private wealth management practice. This is a key, client-facing role for someone who takes pride in delivering exceptional service, thrives in a fast-paced environment, and is interested in building a long-term career within a collaborative, team-oriented firm. 

We are a well-established practice serving a focused group of high-value clients through a comprehensive financial planning approach. Our culture is respectful, collegial, and relationship-driven, with a strong emphasis on integrity, efficiency, and balance—both professionally and personally. 

The ideal candidate is proactive, highly organized, personable, and capable of managing multiple priorities with confidence and independence. 

What You’ll Do 

Client Service & Relationship Support 

• Serve as the primary point of contact for clients, handling inbound calls, emails, and service requests with professionalism and care 

• Manage client scheduling, meeting preparation, follow-up, and ongoing communication 

• Anticipate client needs and proactively follow up to ensure a consistently high level of service 

• Build and maintain strong client relationships rooted in trust and responsiveness 

Operations & Administrative Support 

• Prepare and process client paperwork, including