Wealth Management Client Support Specialist
Bank of America Financial Center
Bank of America is seeking a dedicated individual for the Merrill Wealth Management role in Portland, Oregon. This job focuses on providing exceptional client service to multiple Financial Advisors while supporting the bank's strategic objectives. The ideal candidate will be proactive in addressing client needs and emphasizing the bank's offerings. Responsibilities include providing timely and accurate service materials, managing client relationships, and supporting team duties. Required qualifications consist of a strong work ethic, client-centered mindset, and adaptability in a fast-paced environment. #J-18808-Ljbffr Bank of America
$24.18 - $32.21 per hour
U.S. Bank in Gresham, Oregon, is looking for a Service and Support Representative to engage with Wealth Management clients. This role entails handling client calls, problem resolution, and ensuring client satisfaction. The ideal candidate should have an Associate degree...SuggestedHourly pay- Aldrich is seeking a Client Services Specialist to provide exceptional service to clients. The role requires managing Schwab accounts, coordinating onboarding, and ensuring effective communication. The ideal candidate will have at least 3 years in a similar role and strong...SuggestedFull timeWork at office
- J.P. Morgan Wealth Management - Private Client Advisor - Lake Oswego, OR At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking... ...advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to...Suggested
- ...we have an enthusiasm for helping our clients, taking care of our employees, building... .... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial... ...individuals and families. Your expertise will support a wide range of clients, from those...Suggested
$70k - $93.5k
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion as of March 31, 2026, serving... ...tailored financial plans to clients within the region. This role focuses... ...strategies and track progress.Team Support & Process ImprovementProcess Management...SuggestedTemporary workWork at office- ...Join AZAD Technology Partners as a Program Support Specialist who will provide program, project, and administrative support to the Infrastructure Asset Management organization and direct support to the Infrastructure Asset Management Business Administration Manager and...Hourly pay2 days per week1 day per week
- ...Key Responsibilities Engage with client inquiries across email, phone, and messaging channels with timely, polished communication. Support travelers with booking updates, modifications, cancellations, and special requests. Provide accurate, up-to-date insights...Remote work
- American Income Life Insurance Company is looking for a driven individual to join their team in Portland, Oregon. In this customer service role, you will assist members in understanding their benefits and guide them through available options. Strong communication skills...Remote job
$21.58 - $29.24 per hour
...Peer Support Specialist - HS042 River House - Portland, OR 97214 Overview Salary Range $21.58 - $29.24 Hourly Position Type Full Time... ...to provide expertise about the recovery process, symptom management, and the persistence required by participants to have a satisfying...Hourly payFull timeTemporary workLocal areaMonday to FridayFlexible hoursShift work$22 per hour
...compassionate, full-spectrum emergency management services including planning and... ...to local, state, federal, and industry clients, active in disaster response, recovery... ...Summary: ~ Job Title: AI Solutions Support Specialist Full Time or Part Time: Full -Time...Hourly payFull timeTemporary workPart timeSeasonal workLocal areaRemote workVisa sponsorshipWeekend workAfternoon shift- Job responsibilities Champion and support your teammates' success and the goals of the... ...personalized investment solutions to your clients by relying on leadership and... ...with a consistent focus on relationship management, not portfolio management. Demonstrate...
- JPMorgan Chase is seeking a Private Client Advisor in Vancouver, WA, to provide comprehensive financial planning and investment advice... ..., relevant licenses, and a commitment to client relationship management. This position also encourages digital confidence among clients...
- ...travel agency is seeking a Home-Based Travel Assistant to help clients throughout their travel journey. This role involves responding... ...passion for travel. This is a fully remote position with a flexible schedule that supports work-life balance. #J-18808-Ljbffr DreamstravelcrRemote jobWork from homeFlexible hours
$21 - $26 per hour
About the Role: Work closely with relationship managers and business partners to keep them apprised and provide primary client relationship, direction and customer service support for corporate and commercial deposit clients. Provide high level of client service for all...Full timeWork at officeLocal areaImmediate start$20 - $28 per hour
About the Role: Work closely with relationship managers and business partners to keep them apprised and provide primary client relationship, direction and customer service support for corporate and commercial deposit clients. Provide high level of client service for all...Full timeWork at officeLocal areaImmediate start- Cintas is looking for a Direct Sale Support Specialist in Portland, OR. This position focuses on providing administrative support to the Direct Sale Specialist, managing sales materials, and ensuring smooth customer order management. The ideal candidate will have a high...
$21.04 - $24.18 per hour
TRAVEL OPERATIONS AND SALES SUPPORT SPECIALIST This role is responsible for daily distribution of travel member benefits, including digital... ...troubleshooting, and follow‑up, referring to more complex problems to manager or technical staff. Responsible for contributing to the Key...Hourly payTemporary workRemote workFlexible hoursShift work- A technology consulting firm is seeking a Program Support Specialist in Vancouver, WA. This full-time position involves providing direct program support in various operational areas, managing databases, and assisting with equipment asset management. Ideal candidates will...Full time
$38.48 - $49.93 per hour
Join AZAD Technology Partners as a Program Support Specialist and provide direct program support and assistance to the Operations Monitor,... ...the following services provided by the Process Support and Management program: Security Privilege Coordinator services for physical...Hourly payFull time$34.93 - $40.93 per hour
Join AZAD as an Engineering Support Specialist and provide materials coordination and support to the Materials Management organization within the Logistics Management Office group... ...of technical advice and information to clients and coworkers who have varying degrees of...Hourly payFull timeContract workFor contractorsWork at officeLocal areaFlexible hours- CrossConnect Talent in Vancouver, WA, is seeking a highly organized Project Assistant to provide critical administrative support for project managers and engineering teams. The candidate will manage project tracking systems, produce monthly reports, and maintain project...Work at office
- A regional service provider is looking for a Travel Operations and Sales Support Specialist in Vancouver. This role handles the distribution of travel member benefits, including international driving permits, and addresses inquiries from customers and vendors. The ideal...
- Azad Technology Partners is seeking a Program Support Specialist to provide program, project, and administrative support for the Infrastructure Asset Management organization. This hybrid role is based in Vancouver, WA and requires onsite work 1-2 days per week. Ideal candidates...Hourly pay2 days per week1 day per week
- Operations Support Specialist AtkinsRalis is seeking an Operations Support Specialist to join our... ...will be supporting our premiere client located in Chandler, AZ. AtkinsRalis... ...respected design, engineering, and project management consultancies. AtkinsRalis has been providing...Full timeFor contractorsWork at officeFlexible hours
- H&R Block is looking for a seasonal Operations Technical Specialist to ensure their tax office network is fully operational. You will support opening, closing, and relocating offices while maintaining a high standard of functionality and compliance. This role requires...Seasonal workWork at officeRelocation
$69k
...and clear paths for advancement into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for... ...recognition opportunities with promotion from within Supportive and collaborative virtual team environment...Remote workWork from homeFlexible hours- Outfront Media is seeking a Sales Coordinator in Portland, Oregon. This role involves assisting the Sales Team to meet revenue goals and processing various sales-related communications and contracts. Ideal candidates will possess strong communication skills, a Bachelor'...
- ...history we have established proven methods of management, development, and revenue maximization... ...both contribute to satisfied and loyal clients. We offer eligible employees a number of... ...reservation system. Provide clerical support to the Director of Sales and Sales team...Daily paidTemporary workFlexible hours
- ...services, advisory and technology for our clients. We are committed to hiring the best,... ...Operations team. You will provide high level support to commercial real estate brokerage... ...& maintain company Contact Relationship Management (CRM) database to track prospects, clients...Daily paidWork at office
- ...into timely, accurate decision support tools. Information from these businesses is used to manage billbacks, receiving,... ...The Administrative Support Specialist is responsible for the accurate... ...on behalf of the firm and its clients. This role serves as a critical...Work at office
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