Wealth Management Client Associate: Client Services Lead
Bank of America ATM
Bank of America is seeking a client service professional for Merrill Wealth Management to support Financial Advisors and client advocates. The role focuses on delivering outstanding service, educating clients on banking and investment offerings, and coordinating with advisors to meet client needs. Responsibilities include maintaining client materials, safeguarding processes, and contributing to a seamless client experience in a fast-paced environment. #J-18808-Ljbffr Bank of America
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Associate: Client Services Lead in Lake Oswego, OR vacancy
- ...Wealth Management Client Associate Lake Oswego, Oregon To proceed with your application, you must be... ...: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
Bank of America
Lake Oswego, OR5 days ago - ...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...SuggestedFull timeWork at office
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Beaverton, OR1 day 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. The successful... ...assisting clients with their needs, managing account information, and providing...Suggested
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Lake Oswego, OR2 days 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 GroupSuggested
- Coldstream in Portland, Oregon, is seeking a Senior Client Service Associate to enhance the client experience in wealth management. You'll handle documentation and serve as the primary contact for clients in a hybrid work environment. This role requires 3+ years of client...SuggestedWork at office
- ...Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...Seasonal workWork at officeWork from homeShift workDay shift
Bank of America
Lake Oswego, OR2 days ago - ...Advisors at U.S. Bancorp Advisors. You will handle sales, processing, and administrative tasks, prepare investment proposals, and help manage client relationships and marketing efforts. The role emphasizes regulatory compliance, client profiling, and multi-tasking across...
$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...$21.25 - $28.32 per hour
...administrative and customer service support to Financial Advisors... ...keeping requirements, maintaining client files and supplies, answering... ...profile existing clients, leads, and prospects. Prior sales... ...for day to day relationship management with both internal and external...Temporary workWork at officeU.S. Bancorp
Oregon City, OR4 days ago- ...Merrill Wealth Management Job Opportunity This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities... ...absence or seasonal need increases, while leading with a client first mindset Required Qualifications...Seasonal workWork from homeShift workDay shift
Bank of America
Portland, OR1 day ago $65k - $82k
...Position: 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 timeWork at officeMonday to FridaySanctuary Wealth Group
Beaverton, OR2 days ago$21.25 - $28.32 per hour
...administrative and customer service support to Financial Advisors... ...keeping requirements, maintaining client files and supplies, answering... ...profile existing clients, leads, and prospects Prior sales... ...for day to day relationship management with both internal and external...Temporary workWork at officeLocal area- U.S. Bank is seeking a Wealth Management Client Associate to provide sales, processing and client support to Financial Advisors in Portland and Gresham... ...accuracy. Ideal candidates have 2-4 years in investment services, FINRA licenses (SIE required), and strong MS Office...
- ...Providing exceptional service to our clients starts with investing in exceptional people! If you... ...to join one of our growing wealth management teams! You will learn the Registered... ...each other. The Senior Client Service Associate Role The Client Service Associate performs...Temporary workWork at officeWork from homeMonday to Friday
ColdStream Inc
Portland, OR3 days ago $70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...Work at officeVodia Ventures
Portland, OR1 day ago$70k - $80k
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Lake Oswego, OR3 days ago - ...Registered Client Service Associates provide exceptional service to our clients... ...Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on... ...build trusted relationships. Leading with a client first mindset... ...other duties directed by local management ADMINISTRATIVE SUPPORT...Work at officeLocal area
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Lake Oswego, OR5 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 officeHome office- ...parts specialist who will oversee installer counter sales and service. The ideal candidate should possess strong mechanics knowledge,... ...service. Responsibilities include maximizing installer sales, managing team activities, and ensuring efficient delivery services. This...
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...What is the opportunity? Embrace RBC Wealth Management’s core values and inclusive culture... ...serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become... ...Such responsibilities may include servicing clients, researching problems,...Flexible hoursDormont Manufacturing Company
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Job Summary The Associate Project Manager will assist senior Client Services peers through effective project management coordination and execution, as part of the Client Services Global Resourcing Team, serving North America clients from other geographies. Successful candidates...Local areaShift workNight shiftWeekend work- ...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 officeRemote workHome officeNight shift
Morgan Stanley
Lake Oswego, OR4 days ago $134k - $202k
...impact. As part of our Adoption Services team, you'll play a key role in helping... ...future. As an Adoption Services Lead, you are a senior practitioner and... ...~ Excellent organizational and time-management skills, with proven ability to own multiple...Remote workFlexible hoursRelativity
Portland, OR3 days ago$134k - $202k
...As part of our Adoption Services team, you'll play a key role in... ...As an Adoption Services Lead, you are a senior practitioner... ...executives, customer service managers, technical account managers, to... ...(PII, trade secrets, attorney-client privilege), able toexplainandmapcomplex...Contract workRemote workRelativity
Portland, OR3 days 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...- ...flexibility and growth. This role allows you to balance your personal and professional life while developing leadership skills in customer service. Join a nurturing community that values work-life harmony and offers mentorship opportunities to help you succeed. Apply today...Remote workWork from home
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Portland, OR1 day ago - ...Globalelitecareers is seeking passionate individuals for flexible, home-based roles in client service leadership. With a focus on work-life balance, you’ll enjoy a supportive environment that fosters personal and professional growth. Join a community that values your...Remote workWork from homeFlexible hours
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Bosch Building Technologies
Portland, OR1 day ago
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