Servicing

Servicing Finance Jobs

2 jobs found

5mo ago

Servicing Financial Advisor

RSMA Wealth Management Portland, OR

Portland, OR

5mo ago Closed

$75k - $85k/yr Full time Advisor Client Relations Client Service

This position is no longer accepting applications (closed May 5, 2026).

Job Description

This on-site, full-time Servicing Financial Advisor role supports client relationships for RSMA Wealth Management in Portland, OR. The position offers a salary range of USD 75,000 to 85,000 per year.

Job Overview

The Servicing Financial Advisor plays a critical role in sustaining client relationships by ensuring timely, accurate, and professional execution of administrative and service-related tasks. The focus is on servicing existing client accounts, managing documentation, responding to client inquiries, and assisting with operational processes to uphold high levels of client satisfaction.

Responsibilities

Act as the main liaison for clients, handling routine inquiries, updating accounts, and processing service requests.
Prepare, review, and process client paperwork, including account forms, applications, and compliance documentation.
Manage client communications through email and phone channels.
Coordinate ongoing account maintenance tasks such as transfers, contributions, withdrawals, and beneficiary updates.
Maintain precise client records within CRM and internal systems.
Collaborate with senior advisors and colleagues to ensure timely execution of client requests and smooth account operations.
Assist in preparing account summaries, reports, and other documents for client meetings.
Support compliance and regulatory requirements by ensuring proper documentation and timely submissions.

Requirements

Active Series 7 and Series 66 licenses are essential.
At least five years of experience in the financial services industry.
Bachelor’s degree in finance, business, or a related field is preferred.
CFP designation is preferred.
Strong organizational skills with meticulous attention to detail.
Excellent written and verbal communication abilities.
Proficiency in Microsoft Office Suite and experience with financial CRM systems.
Ability to manage multiple priorities in a fast-paced setting while maintaining accuracy.
Knowledge of financial products, retirement plans, and investment accounts.
Proven ability to identify and resolve issues promptly.
Ability to work independently and collaboratively within a team.
Self-motivated with a client-focused mindset.
Strong accuracy and attention to detail, along with solid organizational and time management abilities.
Team-oriented with robust collaboration and professional, courteous communication skills.

Technologies

Microsoft Office Suite

Benefits

Health insurance available after 60 days
Disability insurance available after 60 days
Paid time off (PTO)
SEP IRA retirement plan after 3 years of employment
Dependent care reimbursement
Flexible spending account

Mission Statement & Values

Owns their role with honesty, a can-do mindset, and accountability for themselves and others; demonstrates commitment and coachability.
Detail and solution oriented, bringing foresight, organized approaches, and a focus on actionable outcomes.
Strives for personal and professional growth, maintaining a growth mindset and self-motivated work ethic.
Engaged team member with strong communication skills, a positive outlook, and collaborative spirit.

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5mo ago

Loan Servicing Compliance Specialist (Quality Control)

Windsor Federal Bank Windsor, CT

Windsor, CT

5mo ago Closed

Full time Audit Banking Compliance

This position is no longer accepting applications (closed Apr 23, 2026).

Job Description

This on site role in Windsor, CT focuses on quality control across the Bank's loan portfolio. It involves establishing and maintaining QC requirements, validating system reports, and ensuring adherence to Bank policies and procedures, with ongoing monitoring to mitigate monetary and reputational risk.