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.
- ...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
- ...NBC Capital Advisors, a wealth management firm in Beaverton, Oregon, is seeking a Client Associate. This full-time position involves supporting daily operations, answering client queries, and assisting in retirement plan administration. The ideal candidate is customer...SuggestedFull time
- ...Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth... ...general non-investment related questions concerning client accounts, including relaying stock positions and providing account...SuggestedPart timeWork at officeLocal area
$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...SuggestedFor contractorsWork at officeRemote workMonday to Friday$75k - $95k
...Client Service Associate (CSA) Located in SE Portland Salary: $75,000-95,000 depending on experience Why This Opportunity Stands Out: Be the central connector between clients, accountants, managers, and leadership—your work is visible and valued Work in a firm that trusts...- ...NBC Capital Advisors, based in Beaverton, Oregon, is hiring a Client Associate for full-time, in-office work. The successful candidate will provide exceptional client service, manage office communication, and support retirement plan administration. The role requires strong...Full timeWork at office
- ...founder, Danny Harlow, who has been guiding clients in retirement planning since 1973. The... ...with confidence and clarity. Client Service Associate Harlow Wealth Management | Hybrid |... ...Roth conversions, client contributions, account maintenance, and statement collection....Full timeWork at office
$85k - $95k
...Client Service Associate Salary: $85,000–$95,000 Why This Opportunity Stands Out Work directly with a CPA firm, gaining valuable exposure to accounting and advisory services Be the primary point of contact for clients, building strong professional relationships High visibility...- 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
- 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....
- Sanctuary Wealth Group is seeking a Client Associate for wealth management in Beaverton, Oregon. This role involves providing administrative... ...growth in a supportive environment focused on delivering exceptional client service. #J-18808-Ljbffr Sanctuary Wealth Group
- 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...
- 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
- Client Service Associate Position Overview We are seeking a Client Service Associate to deliver exceptional service and operational support to... .... The ideal candidate will have experience in public accounting environments, strong client relationship skills, and the ability...Work experience placementWork 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- PowerToFly is looking for a Client Service Associate to provide exceptional service to clients and support Financial Advisors in Lake Oswego, Oregon. The role involves building trusted relationships and assisting clients with their needs while maintaining strong interpersonal...
$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$70k - $75k
...values‑driven community where integrity guides decisions, relentless service sets the bar, and we thrive on big challenges together. Job Summary The Associate Project Manager will assist senior Client Services peers through effective project management coordination and...Shift workNight shiftWeekend work- POSITION SUMMARY Registered Service Associates perform operational support and oversight on behalf... ...through ongoing monitoring of accounts and processes, engage in audit testing,... ...Firm services and solutions that support clients’ needs including secure, digital offerings...Full timeWork at officeRemote workHome officeNight shift
$20 - $26 per hour
...support, and valuable insights, empowering our clients to excel in what they do best. The Office Services Associate position will be a highly visible point of... ...Client-focused mindset ~ Leadership and accountability ~ Operational efficiency ~ Problem-solving...Hourly payWork at officeLocal area$28 - $30 per hour
...Job Description Job Description Accounting Administrative Assistant Pay: $28.00-$30.0... ...assessment required) ~ Strong customer service background ~ Highly detailoriented with... ...balancing customer interaction with detailed admin work Takes pride in accuracy and...Contract workWork at officeImmediate startMonday to FridayWeekend workDay shiftAfternoon shift- ...Jackson Hewitt - JobID: 100-168291359 [Customer Service Representative] As a Client Support Associate at Jackson Hewitt, you'll: Be the friendly face for all those who visit the offices, ensuring exceptional client experiences and providing essential support; Actively...Immediate start
$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- ...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
- ...experience. The successful candidate will excel at maintaining strong relationships, resolving customer issues, and aligning services with client expectations. The position comes with a comprehensive benefits package including medical, dental, and paid time off. #J-188...
- 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
- ...this such a special place to work. Job Overview As an At Your Service Center Colleague, you are at the heart of delivering a seamless... ...challenges Responsible for acquiring new customers by opening credit accounts and sharing loyalty benefits Enjoy meeting people, learning...Full timePart timeAll shiftsFlexible hoursShift workNight shiftAfternoon shift
$102.6k - $218.5k
...Account Executive- Commercial Property & Casualty (P&C) - Corporate Brokerage Practice Customer and client expectations are constantly evolving. Companies are merging at historic rates... ...and identifying trends in customer service needs. Resolve and oversee customer...Minimum wageWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week- ...owned consulting firm helping clients deliver resilient... ...delivering outstanding client service. We build lasting partnerships... ...with Human Resources, Finance & Accounting, and employees across the organization... .... What You Bring to the Team Associate’s or Bachelor’s degree in...Hourly payTemporary workWork at officeLocal areaRemote workFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Brokerage Client Services Associate — Accounts & Admin. Be the first to apply!
- client account associate Portland, OR
- client relationship associate Portland, OR
- environmental services attendant Portland, OR
- entry level service advisor Portland, OR
- service lot attendant Portland, OR
- retail service associate Portland, OR
- service advisors Portland, OR
- toyota service advisor Portland, OR
- veterans service officer Portland, OR
- part time service advisor Portland, OR

