Brokerage Client Services Associate — Accounts & Admin
Stifel Financial Corp.
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 Stifel Financial Corp.
- ...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
- ...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
- ...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...SuggestedWork at officeLocal area
- ...Brighton Jones, we're a purpose-driven, client-focused team committed to helping individuals... .... As a critical member of the Client Service team, you will work closely with lead... ...; Business, Economics, Finance, or Accounting degree preferred ~ Self-motivated and...SuggestedHourly payFull timeSummer workWork at officeLocal areaImmediate startMonday to FridayFlexible hours
$30 - $45 per hour
...Client Service Associate 1099 / Remote Contractor Capitol Family Office is a fully remote boutique financial advisory firm serving successful... ..., ensuring forms are correct, follow-ups happen on time, accounts are opened properly, and client needs are taken care of...SuggestedRemote jobFor contractorsWork 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...
- ...! Seeking dedicated individuals to join a team in a financial services position aimed at protecting families. Why Apply: Make a Difference... ...all aspects of your work, ensuring that every interaction with clients is based on honesty, transparency, and trust worthiness....Remote workWork from home
- 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 jobWork at officeFlexible 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 jobWork 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
- 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 jobWork from home
$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- 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 - $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- ...Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)... ...general non-investment related questions concerning client accounts, including relaying stock positions and providing account...Part timeWork at officeLocal area
$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- State Farm is seeking an Account Associate - State Farm Agent Team Member in Portland, OR. In this role, you will manage customer accounts,... ...underwriters. Strong organizational skills and excellent customer service are vital. Previous experience in insurance is preferred....
$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
$72k - $184.44k
...At PwC, our people in managed services focus on a variety of outsourced solutions and support clients across numerous functions.... ...lead the delivery of outsourced accounting and reporting services for... ...office clients. As a Senior Associate, you will analyze complex problems...Full timeH1bWork at office- ...Accounting Clerk Hospitality Management Corporation is a Dallas based privately... ...and hospitality industry services, each customized to fit our clients' unique needs. HMC's core value and... ...school diploma or equivalent required; Associate's or Bachelor's degree in Accounting...Work at office
- ...maintenance of work-in-progress records, creating and revising client invoices, and other tasks as assigned. The Billing Assistant will... ...with all levels of staff and attorneys ~ Excellent customer service ~ Ability to problem-solve ~ High degree of accuracy,...Work at officeRemote work
- 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
$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$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
...Recovery Services Specialist II Dancing Tree Resource Center - Portland, OR Salary Range $26.45 - $26.45 Hourly Level Experienced... ...treatment and recovery services. These programs are designed to help clients secure and/or maintain housing while actively engaging in...Hourly payWork at officeFlexible hoursWeekend workAfternoon shiftEarly shift$28 - $32 per hour
...Genesis10 is seeking a Fleet Service Specialist for a full time position with our client that will service the Portland area. Compensation : $28.00 - $32.00 per hour ** company vehicle and tools provided by client The Fleet Service Specialist is responsible for...Hourly payPermanent employmentFull timeContract workNight shiftWeekend work- 100% Onsite - Temp to Hire posiitonThe Enrollment Services Associate is responsible for ensuring all prospective and enrolled students receive timely, accurate and compliant information and overall excellent customer service.The Enrollment Services Associate will promptly...Temporary workWork at office
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