Brokerage Client Services Associate Accounts & Admin
Stifel Financial
Stifel Financial Corp. is looking for a Client Services Associate in Portland, Oregon to assist Financial Advisors with client account management and provide various administrative support. Responsibilities include maintaining client records, processing requests, and delivering excellent customer service. Candidates should have knowledge of administrative procedures, a high school diploma or equivalent, and at least 2 years of related experience. Proficiency in Microsoft Office applications is required. A comprehensive benefits package is offered. #J-18808-Ljbffr
- ...collaboratively, with our clients and with each other, to deliver impeccable service to achieve the... ...Senior Client Service Associate Role The Client Service... ...primary responsibility for account servicing. The CSA... ...and maintenance: Open brokerage accounts, establish cashiering...SuggestedTemporary workWork at officeWork from homeMonday to Friday
- ...Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial... ...the opening and maintenance of client accounts and records, performs a wide variety... ...General understanding of the investment brokerage industry and securities regulations...SuggestedPart timeWork at officeImmediate start
- ...Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial... ...the opening and maintenance of client accounts and records, performs a wide variety... ...General understanding of the investment brokerage industry and securities regulations...SuggestedPart timeWork at officeImmediate start
- ...Brighton Jones, we’re a purpose‑drive, client‑focused team committed to helping individuals... .... As a critical member of the Client Service team, you will work closely with lead... ...desired; Business, Economics, Finance, or Accounting degree preferred Self‑motivated and takes...SuggestedHourly payFull timeSummer workWork at officeLocal areaImmediate startMonday to FridayFlexible hours
- ...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...SuggestedRemote workWork from home
- ...Client Service Associate At Morgan Stanley, we raise, manage and allocate capital for our clients helping them reach their goals. We do it... ...general non-investment related questions concerning client accounts, including relaying stock positions, and providing account...Work at officeLocal area
- ...Brighton Jones is seeking a dedicated administrative professional to join their Client Service team in Portland, Oregon. The ideal candidate will support lead advisors by preparing documentation, managing client data, and ensuring exceptional service. This full-time role...Full timeWork at office
$30 - $45 per hour
...Client Service Associate (Remote)Capitol Family Office is a fully remote boutique financial advisory firm serving successful business owners,... ...seamless, ensuring forms are correct, follow-ups happen on time, accounts are opened properly, and client needs are taken care of...For contractorsWork at officeRemote workMonday to Friday- ...A boutique financial advisory firm is seeking an experienced Client Service Associate to support firm partners in a fast-paced, remote environment. The role involves coordinating client service requests, maintaining digital files, and executing administrative tasks while...Remote workFlexible hours
- ...Be the Operational Heart of the Client Experience. Our client is seeking a Client Service Associate (CSA) who will play a critical role in supporting both client... ...a central coordination point between clients, accountants, and leadership to ensure projects remain organized...Summer workSeasonal workWork at officeRemote workFlexible hours
- AO Garcia Agency is seeking dedicated individuals for a work-from-home position in financial services, aimed at protecting families and helping them secure their financial futures. As part of a compassionate team, you will enjoy the flexibility of remote work while making...Remote workWork from home
$65k - $90k
Wealth Management Careers Connect in Portland, Oregon, seeks a Client Services Associate to facilitate onboarding of investment clients and manage various administrative tasks. The ideal candidate has at least 3 years of relevant experience in wealth management, strong...$65k - $90k
Position Title: Client Services Associate Position: Onsite - Portland Office Hours: Monday-Friday; 8am-5pm PST The Opportunity: As a Client Service... ...the onboarding of investment clients, coordinate new account openings, execute money movements and asset transfers. Additionally...Work at officeMonday to Friday- 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 communicating with clients, onboarding new clients, and managing client requests efficiently....
- 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.... ...assisting clients with their needs, managing account information, and providing administrative...
- ...Stifel is looking for a Client Services Associate in Portland, Oregon. The role involves assisting Financial Advisors with opening and maintaining client accounts, performing administrative duties, and providing overall customer service support. The ideal candidate should...Work at office
$70k - $80k
...Description Providing exceptional service to our clients starts with investing in... ...The Senior Client Service Associate Role The Client Service... ...primary responsibility for account servicing. The CSA supports... ...and maintenance: Open brokerage accounts, establish...Temporary workWork at officeWork from homeMonday to Friday$80k - $95k
...CAS practice that pairs excellent accounting with AI-enabled, real-time advisory... ...adopt new tools, and expand advisory services. If you’re curious, adaptable, and... ...thrive here. We’re looking for a Client Accounting Senior Associate to support our growing department...Live inLocal areaImmediate startRemote workFlexible hours$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... ...handle client requests for cash movements, transfers, and account updates working closely with our selected custodians (primarily...Work at officeHome office$80k - $95k
Perkins & Co in Portland, OR is hiring a Client Accounting Senior Associate to modernize workflows and expand advisory services. Candidates should have a Bachelor’s degree, 5+ years in accounting, and QuickBooks certification. This role offers flexibility in work arrangements...Remote job$1,200 per month
...Description Job Description Salary: Depends On Experience Client Service Associate (CSA) Be the Operational Heart of the Client... ...serves as a central point of coordination between clients, accountants, managers, and firm leadership to help keep projects organized...Hourly payFull timeTemporary workWork at officeHome officeMonday to FridayFlexible hours- ...Job Opportunity At Alliant Insurance Services At Alliant Insurance Services, we thrive... ...professionals dedicated to solving our clients' health and welfare insurance challenges... .... As one of the 10 largest insurance brokerage firms in the U.S., Alliant provides property...Work experience placementWork at officeLocal area
- ...The Client ExperienceSpecialist is a service-mindful professional who manages all non-licensed aspects of the... ...the largest residential real estate brokerage franchisors, with approximately 2,... ...and over 99,000 independent sales associates in the United States, Canada and 4...Contract workTemporary workRemote workWorldwideRelocation
$20 - $30 per hour
## Client Service AdministratorApplylocations: WA - Vancouvertime type: Part timeposted on:... ...Description****Position Roles/Responsibilities/Accountabilities*** Handles incoming telephone calls... ...of Ethics which requires all outside brokerage accounts to be maintained at one of...Work at office- ...solutions and hospitality industry services, each customized to fit our clients’ unique needs. HMC’s core value... ...We are currently searching for an Accounting Clerk for the Hotel deLuxe in Portland... ...diploma or equivalent required; Associate’s or Bachelor’s degree in Accounting...Work at office
$30 - $35 per hour
...Financial Advisors and client/members in handling,... ...inquiries regarding their accounts and supports the daily... .... The Licensed Client Service Administrator reports... ...with financial associates to assist client with... ...requires all outside brokerage accounts to be maintained...Hourly payWork at office- A prominent insurance brokerage located in Portland is seeking a Private Client Relationship Manager to cultivate relationships with high-net-worth clients. Ideally... ...The position emphasizes problem-solving and client service excellence. #J-18808-Ljbffr Risk Strategies CompanyWork at office3 days per week
$85.1k - $161.7k
...leading provider of professional services to the middle market globally... ...of change, empowering our clients and people to realize their... ...Bachelor’s degree in Business, Accounting, Finance, Economics,... ...eligible for hire as an experienced associate. RSM will consider for employment...Full timeWork experience placementInternshipLocal area$26.45 per hour
...helps us take care of our community. JOB SUMMARY: Recovery Services Specialist II supports the implementation of agency programs that... ...and recovery services. These programs are designed to help clients secure and/or maintain housing while actively engaging in recovery...Work at officeFlexible hoursWeekend workAfternoon shiftEarly shift$23.5 - $25 per hour
...Servicing Associate Join our team and help members navigate one of life’s most stressful moments... ...• Health Spending Account (HSA) • Transportation benefits... ...re partners in transformation. We help clients activate ideas and solutions to take advantage...Contract workTemporary workWork at office
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