Client Service Associate: Wealth Team Support
Morgan Stanley
Morgan-Stanley is seeking a Client Service Associate in Lake Oswego, Oregon, to provide exceptional service to clients and support Financial Advisors. You will help build trusted relationships with clients, managing a variety of administrative tasks including communication, schedule management, and client education. The ideal candidate has strong interpersonal skills, attention to detail, and is adaptable to a fast-paced environment. This role may also require obtaining industry certifications. Morgan Stanley offers a supportive work culture with comprehensive benefits. #J-18808-Ljbffr
- ...Sanctuary Wealth Group is seeking a Client Associate for wealth management in Beaverton, Oregon. This role involves providing administrative support, engaging with clients, and managing operational... ...focused on delivering exceptional client service. #J-18808-Ljbffr...Suggested
- ...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 interactions with clients, individuals in this role build trusted relationships...SuggestedWork at officeLocal area
- ...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 interactions with clients, individuals in this role build trusted relationships. Leading...SuggestedPart timeWork at officeLocal area
- 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 candidate will possess strong interpersonal skills and a detail-oriented mindset...Suggested
- ...Jones, we’re a purpose‑drive, client‑focused team committed to helping... ...lead the industry in aligning wealth, passion, and purpose to help... ...critical member of the Client Service team, you will work closely... ...administrative oversight and support the Lead Advisors on strategic...SuggestedHourly payFull timeSummer workWork at officeLocal areaImmediate startMonday to FridayFlexible hours
$30 - $45 per hour
...Client Service Associate (Remote) Capitol Family Office is a fully remote boutique financial... ...Service Associate to join our team. This is a fast-paced role supporting both firm partners, with a focus... ...a financial advisory, RIA, or wealth management firm • Know the lingo...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
- ...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 interactions with clients, individuals in this role build trusted relationships. Leading...Part timeWork at officeLocal area
$70k - $80k
...Description Providing exceptional service to our clients starts with investing in... ...join one of our growing wealth management teams! You will learn the... ...Senior Client Service Associate Role The Client Service... ...account servicing. The CSA supports the team's Wealth...Temporary workWork at officeWork from homeMonday to Friday- ...Job Description Job Description Client Service Associate Client Service Associate Position Overview We are seeking a... ...Associate to deliver exceptional service and operational support to our client-facing teams. The role is responsible for managing client...Ongoing contractWork experience placementWork at officeLocal area
$55k - $70k
...that's changing the industry? As an International Client Services Associate, you'll become part of our bustling International... ...your career path. You'll report directly to your Team Leader who coaches you and supports your development. This onsite position is located...Work at officeWork from home- ...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
$1,200 per month
...Client Service Associate (CSA) Be the Operational Heart of the Client Experience The Client Service Associate (CSA) plays a key role in supporting both the client experience and daily operations at TD Consulting... ...efficiently Support all team members with workflow and...Hourly payFull timeTemporary workWork at officeHome officeMonday to FridayFlexible hours- ...What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening... ...and records, performs a wide variety of administrative support duties, including but not limited to word processing, preparing...Part timeWork at officeImmediate start
- ...Stifel is looking for a Client Services Associate in Portland, Oregon. The role involves assisting Financial Advisors with opening and maintaining... ...duties, and providing overall customer service support. The ideal candidate should have strong organizational skills...Work at office
- ...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...Work at office
$80k - $95k
...them meaningful work, and support them with a positive culture... ..., and expand advisory services. If you’re curious, adaptable... .... We’re looking for a Client Accounting Senior Associate to support our growing department... .... Our leadership team knows that public...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... ...on collaboration, and are passionate about being part of a team working towards environmental sustainability and social justice...Work at officeHome office$65k - $82k
Position: Client Associate (Wealth Management) Location: Beaverton, Oregon Work Model: Full... ...We are seeking a motivated, service-oriented Administrative Assistant to join our close-knit team. This position plays a key role in supporting daily office operations, retirement...Full timeWork at officeMonday to Friday$50 - $55 per hour
...HVAC Service Team Lead – Seattle, WA/Portland, OR (Remote) BGIS Integrated Technical Services... ...through continuous training, support, and career development. Compensation... ...commercial HVAC operations across multiple client sites. You'll serve as the primary point...Hourly payDaily paidWork at officeRemote workRelocationShift workWeekend work- 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....
$36.05 - $45.67 per hour
...professional and detail-oriented Client Services Specialist or Senior Client... ...Specialist to join our team. This client-facing role is responsible... ...exceptional service and support to our clients, ensuring... ...organization. Why Aldrich Wealth Aldrich Wealth is an independent...Hourly pay16 hoursFull timeWork at officeMonday to FridayFlexible hours2 days per week- ...enthusiasm for helping our clients, taking care of our... ...extraordinary customer service while maintaining a strong... ...Advisor in Chase Wealth Management, you will offer... ...families. Your expertise will support a wide range of clients... ...About the Team Consumer & Community...
- ...transfers and delivering personalized, high-quality service. With over 120 years of combined experience on our team, we bring a depth of knowledge and a... ...Chamber of Commerce, and our agency is proud to support local businesses and community events. Over the years...Local areaFlexible hours
- ...delivering personalized, high-quality service. With over 120 years of combined experience on our team, we bring a depth of knowledge... ..., and our agency is proud to support local businesses and community... ...and establish long-term client relationships. Self-motivated...Local areaRemote workFlexible hours
- ## Private Client AdvisorApplylocations: Lake Oswego, ORtime type:... ...primary provider of investment services to KeyBank Mass Affluent clients... ...with Retail Branch Managers, teams, and Centers of Influence, and... ...Services solutions to support cross-selling opportunities and...Bank staffWork at officeFlexible hoursNight shift
- ...Private Client Advisor Location: 16210 SW Bryant Road, Lake Oswego... ...provider of investment services to KeyBank Mass Affluent clients... ...with Retail Branch Managers, teams, and Centers of Influence, and... ...Investment Services solutions to support cross-selling opportunities and...Bank staffWork at officeFlexible hoursNight shift
$60k - $80k
...thrive in a managerial role while delivering excellent customer service? We are seeking an Office Manager at Chad Elder State Farm to oversee operations, support team members, and ensure exceptional client experiences. As the Office Manager, you will play a key role in...Work at office- ...Job responsibilities Champion and support your teammates' success and the goals of the... ...personalized investment solutions to your clients by relying on leadership and relationship... ...Advisor role or equivalent financial services experience. Demonstrated success in client...
- ...English/Spanish) cashier to join our team! Estamos buscando un(a) cajero(a... ...: Provide great customer service / Dar excelente servicio al cliente Take orders & handle payments /... ...Mantener el rea limpia y organizada Support team with restaurant duties / Apoyar...Part timeFlexible hours
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