Client Service Associate
OHSU (Oregon Health & Science University)
About this role
The Client Service Associate serves as the first point of contact for high net worth clients, supporting them across various platforms such as banking, trust, brokerage, and financial planning. They focus on developing client relationships, assisting with inquiries, and ensuring a high-quality client experience by supporting Wealth Advisors and other professionals.
Skills
Qualifications
About OHSU (Oregon Health & Science University)
ohsu.eduOHSU (Oregon Health & Science University) is a Portland-based academic health center that treats the region’s most complex medical needs through hospitals, specialty clinics, and advanced referral services. It combines patient care with biomedical research and innovation—making discoveries that save lives—and educates the next generation of physicians, nurses, and other health professionals. Home to research institutes and specialty programs across cancer, neuroscience, transplantation and more, OHSU emphasizes translating research into new treatments and clinical trials. Patients, clinicians, and trainees rely on OHSU for specialized care, cutting‑edge research, and health workforce development.
About OHSU (Oregon Health & Science University)
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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and employee contacts for OHSU (Oregon Health & Science University).
Salary
$48k – $56k
per year