Client Service Associate (Flexible Part-Time)

Corvallis, Oregon


Are you looking for a new career that will allow you to work in a professional environment with a flexible part- time schedule? Do you thrive in an empowering, and fast pace atmosphere? Are you entrepreneurial? If so, then working alongside the teams of Raymond James affiliates Dunning Wealth Management and Ollerenshaw Wealth Management may be the career you are looking for!

In this fast paced evolving role, you will have the opportunity to take ownership of your career development through collaboration with cross functional teams, and providing direct operational and administrative support to successful financial advisors. We are a growth-oriented, entrepreneurial culture that values talent, drive and ambition! Sounds pretty exciting right?

  • Prior experience in customer care or customer experience is preferred
  • Consistently, efficiently, and accurately perform tasks, answer questions, and fulfills requests as required
  • Has a genuine interest in supporting and caring for our clients via telephonic or in-person interactions
  • Intermediate to advanced knowledge of Microsoft Office products and a willingness to learn and operate systems commonly used by the firm
  • Possesses sound judgment, and strong ethics when dealing with confidential information

  • Ability to provide a high level of customer service to a variety of customers
  • Well-organized, independent and able to prioritize in a fast-paced environment
  • Enjoys working in a team environment and building strong relationships
  • Strong interpersonal, and written and verbal communication skills
  • Team oriented, adaptable to change, and self-motivated to create opportunities for learning and growth

  • Great company culture
  • Opportunity to connect with experts in the financial industry
  • Competitive pay
  • Flexible scheduling


Qualified and energetic candidates who wish to be considered for the Part-Time Client Service Associate position are encouraged to apply via or submit your resume with the subject line of: Client Service Associate to If you have questions regarding this position, pleasde call Andrew at (515) 850-1219.

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