Client Services Associate Growth & Ops (In-Office)
Brighton Jones LLC
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 requires 1-4 years of administrative experience, preferably in financial services, along with proficiency in Microsoft Office and Salesforce. Benefits include full medical coverage, a 401(k) plan, and generous PTO. #J-18808-Ljbffr
- ...collaboratively, with our clients and with each other, to deliver impeccable service to achieve the... ...Senior Client Service Associate Role The Client Service... ...8:00 am – 5:00 pm (in‑office Tuesday through Thursday... ...package that focuses on the growth, health, and wellness of...Work at officeTemporary workWork from homeMonday to Friday
- ...Jones, we’re a purpose‑drive, client‑focused team committed to helping... ...built a culture of continuous growth, collaboration, and community—... ...critical member of the Client Service team, you will work closely... ...team Proficiency in Microsoft Office Suite products (Word, Excel, Windows...Work at officeHourly payFull timeSummer workLocal areaImmediate startMonday to FridayFlexible hours
$65k - $90k
Position Title: Client Services Associate Position: Onsite - Portland Office Hours: Monday-Friday; 8am-5pm PST The Opportunity: As a Client Service Associate at... ...hybrid schedule Opportunities for professional growth and development; including continuing education....Work at officeMonday to Friday$70k - $90k
We are seeking an experienced Client Services Associate to be part of delivering exceptional service and... ...position is based in our satellite office in Portland, Oregon. Hybrid arrangements... ...opportunities for training and career growth. The base salary for this position is...Work at officeHome office$30 - $45 per hour
...Client Service Associate (Remote)Capitol Family Office is a fully remote boutique financial advisory firm serving successful business owners, executives, and professionals. We combine deep expertise with high-touch service, using smart tech and fast execution to keep...Work at officeFor contractorsRemote workMonday to Friday- ...What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening... ...for the FA(s) and certain required files for the branch office. Perform operational or administrative functions for client...Work at officePart timeImmediate start
- ...Client Service Associate At Morgan Stanley, we raise, manage and allocate capital for our clients helping them reach their goals. We do it... ...clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity...Work at officeLocal area
- ...Be the Operational Heart of the Client Experience. Our client is seeking a Client Service Associate (CSA) who will play a critical role in supporting both client experience... ...~ Technology and equipment provided for both in-office and remote work ~ Monthly cell phone...Work at officeSummer workSeasonal workRemote workFlexible hours
- ...Stifel is looking for a Client Services Associate in Portland, Oregon. The role involves assisting Financial Advisors with opening and maintaining... ...background in clerical work, and proficiency in Microsoft Office tools. Key responsibilities include managing client records...Work at office
- What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening... ...for the FA(s) and certain required files for the branch office. Perform operational or administrative functions for client...Work at officePart timeImmediate start
$70k - $80k
...Description Providing exceptional service to our clients starts with investing in... ...The Senior Client Service Associate Role The Client Service... ...hours 8:00am - 5:00pm (in-office Tuesday through Thursday... ...package that focuses on the growth, health, and wellness of our...Work at officeTemporary workWork from homeMonday to Friday- ...Stifel Financial Corp. is looking for a Client Services Associate in Portland, Oregon to assist Financial Advisors with client account management... ...2 years of related experience. Proficiency in Microsoft Office applications is required. A comprehensive benefits package...Work at office
$1,200 per month
...Description Salary: Depends On Experience Client Service Associate (CSA) Be the Operational Heart of... ..., and supported in their professional growth. We value accountability,... ...through the second Friday in August, the office closesat noon on Fridays, giving the option...Work at officeHourly payFull timeTemporary workHome officeMonday 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... ...package is offered, along with opportunities for growth. #J-18808-Ljbffr TalentLink Solutions
$65k - $90k
Wealth Management Careers Connect in Portland, Oregon, seeks a Client Services Associate to facilitate onboarding of investment clients and manage... ...0,000, health benefits, and opportunities for professional growth within a supportive work environment. #J-18808-Ljbffr...- 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 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 workFlexible hours
- ...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 workWork from home
- 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...
$80k - $95k
...with a positive culture and ongoing growth. At Perkins & Co, we’re building... ...adopt new tools, and expand advisory services. If you’re curious, adaptable, and excited... ...thrive here. We’re looking for a Client Accounting Senior Associate to support our growing department...Live inLocal areaImmediate startRemote workFlexible hours$62k - $69k
...Account Coordinator for their ASO Team. The role involves managing client accounts, optimizing campaigns, and collaborating with various... ..., along with a familiarity with Google Workspace and Microsoft Office. This position is fully remote with potential travel of up to 10...Work at officeRemote work- ...strong leadership skills. They will be responsible for driver support and operational excellence, collaborating closely with the growth team. This position is based in-office full-time and offers a competitive salary with bonus opportunities. #J-18808-Ljbffr 8Fleet, Inc.Work at officeFull time
- ...Private Client Advisor Location: 4735 SW Hall Boulevard, Beaverton... ...provider of investment services to KeyBank Mass Affluent clients... ...full household and relationship growth opportunities, both investments... ...member. Ability to use standard office equipment, proprietary...Work at officeBank staffFlexible hoursNight shift
$37.74k - $50.49k
...issues as a member of the Field Tech Services Support Team. These requests come... ...shared email inbox. Performs tasks associated with understanding and coordinating... ...Ticket Management System, Microsoft Office (Word, Excel & Outlook), Ops Console. Must be detail-oriented,...Work at officeFull timeTemporary workLocal areaRemote workWork from homeMonday to FridayShift work- ...Job Summary The Private Client Advisor's focus will be on our... ...primary provider of investment services to KeyBank Mass Affluent clients... ...full household and relationship growth opportunities, both... ...member. Ability to use standard office equipment, proprietary financial...Work at officeBank staffFlexible hoursNight shift
- ...dedicated team member to join their fast-paced office in Tualatin, OR. Responsibilities include... ...appointments, and handling multiple client projects. The ideal candidate will... ...making it an exciting opportunity for career growth. #J-18808-Ljbffr Closet Factory of San Carlos...Work at office
- ...Principal-level CPA. This role involves managing client relationships, leading engagements, and contributing to the strategic growth of the firm. The ideal candidate has 7–12+... ..., OR area, this position allows for in-office or hybrid work arrangements, with a preference...Work at officeLocal area
$19 - $21 per hour
...Client Service Rep (Part Time) - Teller (Gresham) You will find a lot... ...develops skills to generate deposit growth by learning how to assert... ...Requires the basic skills associated with the general use of computers and other business office equipment. Ability to offer...Work at officeTemporary workPart time$1,000 - $2,000 per month
...Oregon, for a part-time position in financial services. This fully remote role requires about 20... ...to earn $1,000-$2,000 monthly, helping clients with personalized benefits solutions.... ...training is provided, fostering rapid career growth in a fun and energetic team environment....Part timeRemote work- FCG Senior Client Services Administrator Firm Overview Morgan Stanley is... ...from more than 1,200 offices in 43 countries. As a market... ...across the Firm to drive asset growth and scalable, centralized infrastructure... ...act as key contact for the associated Rapid Notification System...Work at officeLocal areaWorldwide
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