Investor Services Specialist - Hybrid, Client-Focused Fund Admin
$52k - $62kStandish Management, LLC
Standish Management, LLC is seeking an Investor Services Specialist to support investor relations and engagement for private equity funds. You will handle investor requests, onboarding, and CRM updates while collaborating with engagement teams on financial and tax reporting, audits, and project deadlines. The role requires a Bachelor’s degree and strong proficiency in MS Office. A hybrid work environment is provided, with compensation in the range of $52,000–$62,000 annually depending on #J-18808-Ljbffr Standish Management, LLC
- ...detail-oriented administrative professional to support fund administration for private equity clients, including onboarding, reporting, and AML tasks. The... ...and the ability to manage competing priorities within a hybrid Portland-area environment. Bachelor’s degree required...SuggestedWork at office
- ...Wealth Advisor to deepen relationships with an established client base and organically grow through referrals, supported by... ...experts in portfolio management, planning, tax and estate services. Our advisors focus on fiduciary client service, leveraging advanced financial...Suggested
$52k - $62k
We are a provider of specialized fund administration services for Managers and General Partners of... ...efficiently. Responsibilities Respond to client and investor requests including but not limited... ...-end office closure We provide a hybrid work environment for employees...SuggestedWork at officeFlexible hours- ...federal tax projects for diverse clients. You will provide strategic... ..., and client advisory services while mentoring junior staff.... ...Aprio offers a flexible, remote/hybrid work environment, strong growth... ...opportunities, and a culture focused on excellence and client service...SuggestedRemote jobFlexible hours
- ...Management in Portland, Oregon, is seeking an Associate to join our fund administration team. The position involves overseeing administrative support and managing investor relations related to client funds, including data entry, preparing reports, and handling accounts...Suggested
$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 support complex customer requests. The ideal candidate has experience in client service within...Work at office- ...team. This role involves shaping investment strategy and managing client portfolios to make a significant impact within the firm. The... ...competitive pay, comprehensive benefits, and a supportive work culture focused on inclusion and development. #J-18808-Ljbffr Coldstream
- ...located in Portland is seeking a Private Client Relationship Manager to cultivate relationships... ...skills and a proactive approach. This hybrid role requires 3 days/week in the office,... ...emphasizes problem-solving and client service excellence. #J-18808-Ljbffr Risk Strategies...Work at office3 days per week
- ...Bank of America is seeking a client-focused team member to engage customers in a busy lobby and through self-service channels. You will process cash transactions accurately, build trusted client relationships, and guide customers toward suitable financial solutions. The...Weekend work
- ...is hiring a full-time Legal Assistant to support attorneys and clients in a fast-paced environment. You will help manage cases, coordinate... ...staff, and courts. The role emphasizes a compassionate, client-focused approach and the ability to thrive under deadlines while...Full time
- ...Private Client Advisor Location: 1211 SW Fifth Avenue, Portland... ...The Private Client Advisor's focus will be on our Mass Affluent client... ...provider of investment services to KeyBank Mass Affluent clients... ...accommodations by emailing ****@*****.***. #LI-Hybrid...Bank staffWork at officeFlexible hoursNight shift
$100k - $120k
...Management Associate in Portland, Oregon, to provide exceptional client service and financial planning expertise. The role includes acting as... ...primary contact for clients and managing team workflows in a hybrid environment. Ideal candidates will have 5+ years in wealth...- ...Manager to manage a portfolio of about 175 existing SMB accounts, focusing on retention and growth. You will generate new opportunities... ...relationship-building, professional communication, and a proactive, high-energy approach in a hybrid work setting. #J-18808-Ljbffr Zoominfo
$75k - $105k
...professional and detail-oriented Senior Client Services Specialist, Family Office to join our Family... ...trusts, IRAs, foundations, donor-advised funds, and entity accounts. Strong working... ...be based in one of our local offices, hybrid or fully remote in the following states...16 hoursFull timeWork at officeLocal areaRemote workMonday to FridayFlexible hours- 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
Description We are seeking a professional and detail-oriented Client Services Specialist or Senior Client Services Specialist to join our team. This... ...office hours are Monday - Friday, 8 AM - 5 PM. This is a hybrid position where you must be in the office at least 2 days...Hourly pay16 hoursFull timeWork at officeMonday to FridayFlexible hours2 days per week- Fidelity Investments is seeking a Financial Consultant in Portland, Oregon. In this role, you will work in our Investor Center, engaging directly with clients, providing personalized planning and financial solutions while leveraging a robust support system. The ideal candidate...Work at office
- Aldrich is seeking a detail-oriented Client Services Specialist to join our team in Lake Oswego, Oregon. This pivotal role focuses on delivering exceptional client service and support... ...a comprehensive benefits package and a hybrid work environment, expecting in-office...Work at office2 days per week
- ...foundational advisory skills. You will work in a financial center delivering core banking and investment solutions while building client relationships and providing end-to-end guidance. Success at this level leads to progression into Financial Solutions Advisor Stage...Work at office
$26.5 - $33 per hour
Resource Financial Planning, Inc. seeks a Financial Planning Assistant in Portland, Oregon. This position involves client service, scheduling, and data management in a small-team environment. The ideal candidate will have a Bachelor’s degree, strong organizational skills...Work at office- U.S. Bank is seeking a Client Relationship Consultant in Portland, OR. You will build strong customer relationships across in-person, by appointment, and virtual channels, offering tailored financial guidance and promoting digital banking options. You will identify customers...
$25 - $28.85 per hour
“Help retail & service companies streamline and GROW... ...Do you enjoy helping clients get off to a great start... ...a Client Onboarding Specialist who\'s excited to guide... ...to expand, we remain focused on building modern, scalable... ...through Friday, in a hybrid work environment. You...Hourly payFull timeWork at officeWork from homeMonday to FridayShift work- ...governance, mergers and acquisitions, securities, and commercial contracts. The role offers a hybrid schedule and the chance to advise on complex transactions. You will work with clients to advance strategic initiatives, manage transactions from start to finish, and...
- Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning-centric... ...personalized wealth advice, maintaining client relationships through the planning process... ..., risk, and taxes. The position offers a hybrid schedule with three days in the office...Work at officeRemote work
- Jobtailor in the United States seeks a client-facing financial professional to deliver personalized investment planning and retirement solutions. This role emphasizes building long-term relationships and providing tailored advice to clients. You will expand the firm's...
$75k - $85k
Focus Partners is seeking an Associate Wealth Advisor to join our planning-centric team.... ...will work with Wealth Advisors to maintain client relationships and participate in the... ...risk, tax, estate, and investments. Our hybrid schedule supports 3 days in office weekly...Work at officeRemote work$70k - $90k
We are seeking an experienced Client Services Associate to be part of delivering exceptional service... ...-and-beyond experience for our impact-focused investment clients across the country.... ...satellite office in Portland, Oregon. Hybrid arrangements may be considered for the...Work at officeHome office- The Oregon Clinic is hiring a full-time Patient Services Specialist for our Cardiology Clinic in the Tualatin area. You will check in/out patients... ...answer calls, and manage referrals in a fast-paced, patient-focused setting. We value teamwork, dependable attendance, and...Full time
- The Oregon Clinic is hiring a Patient Services Specialist for Pulmonary in SW Beaverton. This full-time (Registration) role is hybrid/remote after training, supporting the Pulmonary, Critical Care & Sleep Medicine West Clinic. You will assist with patient check-in/out,...Remote jobFull timeWork at office
- ...fundamentals, wire up cross‑functional projects, and maintain clear, proactive communication. The role requires 1-2 years of agency or client-facing experience, strong written and verbal communication, and a highly detail-oriented, proactive mindset. #J-18808-Ljbffr...
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