Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Management Client Services Associate

Oppenheimer & Co.

Oppenheimer & Co. Inc. is seeking a Registered Client Service Associate for their Richmond branch office. This role supports Financial Advisors in sales and marketing, helping to grow a wealth management practice while ensuring service excellence. The ideal candidate will possess strong interpersonal skills, attention to detail, and must obtain required FINRA registrations. The position enables a dynamic work environment within a dedicated team. #J-18808-Ljbffr

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Services Associate in Portland, OR vacancy
  •  ...based in Beaverton, Oregon, is hiring a Client Associate for full-time, in-office work. The...  ...candidate will provide exceptional client service, manage office communication, and support...  ...dedicated team in a growing independent wealth management firm with nearly $1 billion... 
    Suggested
    Full time
    Work at office

    Sanctuary Wealth Group LLC

    Beaverton, OR
    15 hours ago
  • Sanctuary Wealth Group is seeking a Client Associate for wealth management in Beaverton, Oregon. This role involves providing administrative support, engaging with...  ...supportive environment focused on delivering exceptional client service. #J-18808-Ljbffr Sanctuary Wealth Group
    Suggested

    Sanctuary Wealth Group

    Beaverton, OR
    4 days ago
  • A leading financial services firm based in Lake Oswego, Oregon, is seeking a Registered Client Service Associate to enhance client relationships and support Financial Advisors....  ...include assisting clients with their needs, managing account information, and providing... 
    Suggested

    PowerToFly

    Lake Oswego, OR
    20 hours ago
  •  ...Harlow Wealth Management, Inc. is a privately‑owned Registered Investment Advisor (RIA) firm...  ..., Danny Harlow, who has been guiding clients in retirement planning since 1973. The...  ...with confidence and clarity. Client Service Associate Harlow Wealth Management | Hybrid | Full... 
    Suggested
    Full time
    Work at office

    Harlow Wealth Management Inc

    Vancouver, WA
    14 hours ago
  • $30 - $45 per hour

     ...Client Service Associate (Remote) Capitol Family Office is a fully remote boutique financial advisory...  ...'ll work especially closely with our Managing Partner, acting as her right hand....  ...experience in a financial advisory, RIA, or wealth management firm • Know the lingo,... 
    Suggested
    For contractors
    Work at office
    Remote work
    Monday to Friday

    Capitol Family Office

    Beaverton, OR
    2 days ago
  • Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular...  ...other duties directed by local management ADMINISTRATIVE SUPPORT... 
    Work at office
    Local area

    PowerToFly

    Lake Oswego, OR
    4 days ago
  •  ...Client Service Associate Client Service Associates provide exceptional service to our clients and...  ...support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis....  ...and/or other duties directed by local management Administrative Support: Covering... 
    Part time
    Work at office
    Local area

    Morgan Stanley

    Lake Oswego, OR
    2 days ago
  •  ...Registered Service Associate Registered Service Associates perform operational support and...  ...behalf of the market as well as general management support functions and special projects...  ...services and solutions that support clients' needs including secure, digital offerings... 
    Work at office
    Remote work
    Home office
    Night shift

    Morgan Stanley

    Lake Oswego, OR
    2 days ago
  • $70k - $85k

    Position Summary: The Client Service Associate role focuses on supporting clients and advisors by executing...  ..., organizational and time management skills. Ability to work in a team based...  ...in the U.S. Ultimately, outstanding wealth management is about people and relationships... 
    Full time
    Temporary work
    Local area
    Flexible hours

    Cerity Partners

    Portland, OR
    4 days ago
  • $70k - $80k

     ...Description Providing exceptional service to our clients starts with investing in exceptional...  ...opportunity to join one of our growing wealth management teams! You will learn the Registered...  ...other. The Senior Client Service Associate Role The Client Service Associate... 
    Temporary work
    Work at office
    Work from home
    Monday to Friday

    Coldstream Wealth Management

    Portland, OR
    25 days ago
  •  ...Merrill Wealth Management Job Opportunity This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy... 
    Seasonal work
    Work from home
    Shift work
    Day shift

    Bank of America

    Portland, OR
    20 hours ago
  •  ...Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth...  ...and investment products and services for individuals, companies, and institutions...  ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Portland, OR
    4 days ago
  • $70k - $90k

    We are seeking an experienced Client Services Associate to be part of delivering exceptional service and an above-and-beyond experience for our...  ...to providing clients with sustainable investment management, personalized financial planning, and innovative strategies... 
    Work at office
    Home office

    TalentLink Solutions

    Portland, OR
    1 day ago
  • $65k - $82k

     ...Client Associate (Wealth Management) Location: Beaverton, Oregon Work Model: Full-Time | In-Office Monday-Friday Firm: NBC Capital Advisors...  ...Benefits About the Role - We are seeking a motivated, service-oriented Administrative Assistant to join our close-knit... 
    Full time
    Work at office
    Monday to Friday

    Sanctuary Wealth Group, LLC

    Beaverton, OR
    2 days ago
  • $70k - $75k

     ...values‑driven community where integrity guides decisions, relentless service sets the bar, and we thrive on big challenges together. Job Summary The Associate Project Manager will assist senior Client Services peers through effective project management coordination and... 
    Shift work
    Night shift
    Weekend work

    1300 Epiq Class Action & Claims Solutions, Inc.

    Beaverton, OR
    1 day ago
  • A financial services firm in Portland, Oregon, is looking for an experienced Client Services Associate to deliver exceptional service to investment clients. This role involves...  ...with clients, onboarding new clients, and managing client requests efficiently. The ideal candidate... 

    TalentLink Solutions

    Portland, OR
    20 hours ago
  • Morgan Stanley is seeking a Registered Service Associate to provide operational support and oversee daily functions including document maintenance, money movement, trade support and approvals. You will resolve issues using available resources and escalate as needed. The... 

    Morgan Stanley

    Lake Oswego, OR
    3 days ago
  • Medium is seeking dedicated individuals for a work-from-home opportunity in financial services aimed at protecting families. This role emphasizes making a positive impact and requires strong communication skills, integrity, and the ability to work both independently and... 
    Remote job
    Work from home

    Rival

    Vancouver, WA
    20 hours ago
  • Position Summary Registered Service Associates perform operational support and oversight on behalf of the market as well as general management support functions and special projects. The...  ...services and solutions that support clients’ needs including secure, digital offerings... 
    Work at office
    Remote work
    Home office
    Night shift

    Morgan Stanley

    Lake Oswego, OR
    3 days ago
  • $55k - $70k

     ...a firm that's changing the industry? As an International Client Services Associate, you'll become part of our bustling International PrivateClient...  .... You'll directly improve our customers' experience by managing all operational aspects of the relationship. You'll work... 
    Work at office
    Work from home

    Fisher Investments Careers

    Gresham, OR
    3 days ago
  • $65k - $82k

    Evosus in Beaverton, Oregon, is seeking a Client Associate (Wealth Management) for a full-time, in-office role. You will service and manage client accounts, focusing on retaining Tier 1 Premier clients, and contribute to renewal marketing. Strong communication and client... 
    Full time
    Work at office

    Evosus

    Vancouver, WA
    1 day ago
  •  ...Identification 210677899 Job Category Client Advisory Business Unit Consumer &...  ...Description Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll...  ...the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join... 
    Full time
    Local area

    JPMorgan Chase & Co.

    Portland, OR
    4 days ago
  • $70k - $93.5k

    EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion as of March...  ...opportunities for our associates to learn, grow and...  ...tailored financial plans to clients within the region. This...  ...contributing to the firm’s service offerings.Duties and... 
    Temporary work
    Work at office

    EP Wealth Advisors, Inc

    Vancouver, WA
    4 days ago
  • Bank of America is seeking a dedicated individual for the Merrill Wealth Management role in Portland, Oregon. This job focuses on providing exceptional client service to multiple Financial Advisors while supporting the bank's strategic objectives. The ideal candidate will... 
    Work at office

    Bank of America

    Portland, OR
    1 day ago
  • Lido Advisors in Portland, OR seeks a Senior Wealth Manager to deliver comprehensive wealth strategies and build long-term client relationships. You will work with investment and client-service teams to grow and manage your own book of high-net-worth clients. Requirements... 

    SupportFinity™

    Portland, OR
    4 days ago
  • $100k - $120k

    Coldstream is seeking a Senior Wealth Management Associate in Portland, Oregon, to provide exceptional client service and financial planning expertise. The role includes acting as a primary contact for clients and managing team workflows in a hybrid environment. Ideal... 

    Coldstream

    Portland, OR
    4 days ago
  •  ...J.P. Morgan Wealth Management – Private Client Advisor – Lake Oswego, OR At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking...  ...relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion... 

    Aumni

    Vancouver, WA
    1 day ago
  •  ...we have an enthusiasm for helping our clients, taking care of our employees, building...  ...and delivering extraordinary customer service while maintaining a strong commitment to...  .... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial... 

    Aumni

    Portland, OR
    20 hours ago
  • $100k - $120k

     ...Portland, Oregon, is seeking a skilled professional in wealth management. This role involves being the primary contact for clients, managing communications and coordinating workflow with Client Service Associates. With a salary range of $100K to $120K DOE, the position... 

    Boly:Welch

    Portland, OR
    20 hours ago
  • $29 - $33 per hour

     ...planning, investment management, business management,...  ...legally bound to act in our clients' best interests —...  ...including size, growth, service quality, technology,...  ...The Service Operations Associate I is a critical operational...  ...Managers and Wealth Advisors to support client... 
    Temporary work
    Work at office
    Local area
    Home office
    Monday to Friday
    Flexible hours

    Mercer Advisors

    Portland, OR
    20 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Management Client Services Associate. Be the first to apply!