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

Wealth Management Client Service Associate - Hybrid

Coldstream

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 service experience, strong communication skills, and proficiency with Microsoft Office. Enjoy a comprehensive benefits package including paid time off, wellness reimbursement, and opportunities for professional development. #J-18808-Ljbffr Coldstream

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Service Associate - Hybrid 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
    2 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 Group
    Suggested

    Sanctuary Wealth Group

    Beaverton, OR
    1 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....  ...include assisting clients with their needs, managing account information, and providing... 
    Suggested

    PowerToFly

    Lake Oswego, OR
    2 days ago
  •  ...Harlow Wealth Management, Inc. is a privately‑owned Registered Investment Advisor...  ...Danny Harlow, who has been guiding clients in retirement planning since 197...  ...confidence and clarity. Client Service Associate Harlow Wealth Management | Hybrid | Full‑Time Grow Your Financial... 
    Suggested
    Full time
    Work at office

    Harlow Wealth Management Inc

    Vancouver, WA
    2 days ago
  •  ...Providing exceptional service to our clients starts with investing in exceptional...  ...join one of our growing wealth management teams! You will learn the...  ...The Senior Client Service Associate Role The Client Service...  ...private clients. The team has a hybrid work environment with the... 
    Suggested
    Temporary work
    Work at office
    Work from home
    Monday to Friday

    ColdStream Inc

    Portland, OR
    2 hours ago
  • $70k - $80k

    Job Summary Take the next step in your wealth management career as our client’s next Senior Client Service Associate. In this role, you will be highly detail-oriented as...  ...Financial Services Job ID: #MID0622 Location: Hybrid (Company contribution toward parking or... 
    Temporary work

    Boly:Welch

    Portland, 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
    2 days ago
  • $26.5 - $45 per hour

    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... 
    Hourly pay
    Full time
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Portland, OR
    1 day ago
  •  ...Wealth Management Client Associate Lake Oswego, Oregon To proceed with your application, you must be at least 18 years of age. Acknowledge...  ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Lake Oswego, OR
    6 days ago
  • Boly:Welch is seeking a Senior Client Service Associate who will play a crucial role in wealth management, focusing on client onboarding and data management. In this hybrid position, you will be the primary contact for clients, ensuring smooth communication with investment... 

    Boly:Welch

    Portland, OR
    1 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 time
    Work at office
    Monday to Friday

    Sanctuary Wealth Group

    Beaverton, OR
    1 day 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
    4 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
    1 day 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...  ...clients and managing team workflows in a hybrid environment. Ideal candidates will have 5+ years... 

    Coldstream

    Portland, OR
    1 day 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
    13 hours 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
    1 day ago
  • $70k - $75k

    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 area
    Shift work
    Night shift
    Weekend work

    Epiq

    Beaverton, OR
    3 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... 

    Boly:Welch

    Portland, OR
    2 days 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
    13 hours 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
    2 days ago
  • $30 - $45 per hour

     ...Client Service Associate 1099 / Remote Contractor Capitol Family Office is a fully remote boutique...  ...You'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,... 
    Remote job
    Contract work
    For contractors
    Work at office
    Monday to Friday

    Capitol Family Office

    Beaverton, OR
    15 days ago
  •  ...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...  ...other duties directed by local management ADMINISTRATIVE SUPPORT:... 
    Part time
    Work at office
    Local area

    Morgan Stanley

    Lake Oswego, OR
    13 hours ago
  •  ...Job Description Job Description Client Service Associate Client Service Associate Position Overview We are seeking a Client Service...  ...support to our client-facing teams. The role is responsible for managing client communications, coordinating CRM data and workflows,... 
    Ongoing contract
    Work experience placement
    Work at office
    Local area

    Cybercoders

    Portland, OR
    17 days ago
  • $21.25 - $28.32 per hour

     ...operational, administrative and customer service support to Financial Advisors of U.S....  ...record-keeping requirements, maintaining client files and supplies, answering phones, opening...  ...necessary for day to day relationship management with both internal and external clients... 
    Full time
    Temporary work
    Work at office
    Local area

    U.S. Bank

    Portland, OR
    13 hours ago
  • Allworth Financial in Vancouver, WA is seeking a Service Team Associate to provide dedicated client support and help improve service processes within the financial advisory environment. In this role you will handle client inquiries, schedule appointments, process requests... 
    Full time

    Allworth Financial

    Vancouver, WA
    1 day ago
  • $70k - $90k

    We are seeking an experienced Client Services Associate to be part of delivering exceptional service...  ...satellite office in Portland, Oregon. Hybrid arrangements may be considered for...  ...clients with sustainable investment management, personalized financial planning, and... 
    Work at office
    Home office

    TalentLink Solutions

    Portland, OR
    3 days ago
  • $120k - $175k

     ...discovery, and overall case management.The ideal candidate will have...  ...collaboratively are essential.This is a hybrid role. Candidates must be able...  ...directly with clients, opposing counsel, experts, and...  ...About LatitudeLatitude is a full-service national legal services... 
    Permanent employment
    Full time
    Contract work
    Work experience placement
    Work at office
    Flexible hours
    2 days per week

    Latitude

    Portland, OR
    3 days ago
  • $75k - $105k

    Aldrich is seeking a detail-oriented Senior Client Services Specialist for its Family Office division. This professional will manage client accounts, execute transactions, and...  ...candidate has experience in client service within wealth management, especially with high-net-worth... 
    Work at office

    Aldrich

    Lake Oswego, OR
    1 day ago
  • Aldrich Wealth LP is seeking a detail-oriented Senior Client Services Specialist for its Family Office division. This role supports ultra-high-net-worth clients by...  ...like Charles Schwab, and the ability to manage multiple priorities in a fast-paced environment. Aldrich... 
    Work at office

    Aldrich Wealth LP

    Lake Oswego, OR
    3 days ago
  • $70k - $80k

     ...75, Ferguson Wellman Capital Management is a privately owned registered...  ...over $10.6 billion for 1000 clients, including individuals and...  ...Position The Client Relationship Associate (CRA) position is a full-time...  ...providing a positive client service experience while developing... 
    Full time
    Work at office
    Remote work

    Ferguson Wellman and West Bearing

    Portland, OR
    3 days ago

Do you want to receive more vacancies?

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