Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Impact-Driven Client Services Associate (Hybrid)

TalentLink Solutions

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. The ideal candidate should have over 3 years of financial services experience, exceptional communication skills, and a strong commitment to sustainability and social justice. A competitive compensation package is offered, along with opportunities for growth. #J-18808-Ljbffr TalentLink Solutions

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Impact-Driven Client Services Associate (Hybrid) in Portland, OR vacancy
  •  ...Danny Harlow, who has been guiding clients in retirement planning since 1973...  ...confidence and clarity. Client Service Associate Harlow Wealth Management | Hybrid | Full‑Time Grow Your Financial...  ...client service—ready for a more impactful role? We’re searching for a Client... 
    Suggested
    Full time
    Work at office

    Harlow Wealth Management, Inc.

    Vancouver, WA
    2 days ago
  • $35.63k - $85k

    Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s...  ...ability to multitask Goal oriented, self-motivated and results driven Reports To Business Service Officer WHAT YOU CAN EXPECT... 
    Suggested
    Temporary work
    Work at office
    Local area

    Socket.dev

    Beaverton, OR
    2 days ago
  • $70k - $90k

     ...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County...  ...monitor custodian platforms for alerts and NIGOs that impact client accounts Develop a strong relationship with custodians... 
    Suggested
    Work at office

    Vodia Ventures

    Portland, OR
    1 day ago
  • 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... 
    Suggested
    Remote job
    Work from home

    Rival

    Vancouver, WA
    2 days ago
  •  ...Are you passionate about making a positive impact on the lives of others? Look no further!...  ...to join a team in a financial services position aimed at protecting families. Why...  ...work, ensuring that every interaction with clients is based on honesty, transparency, and trust... 
    Suggested
    Remote work
    Work from home

    Rival

    Vancouver, WA
    2 days ago
  • $70k - $80k

     ...Description Providing exceptional service to our clients starts with investing in...  ...The Senior Client Service Associate Role The Client Service...  ...duties which directly impact the client experience. This...  ...private clients. The team has a hybrid work environment with the... 
    Temporary work
    Work at office
    Work from home
    Monday to Friday

    Coldstream Wealth Management

    Portland, OR
    27 days ago
  • $1,200 per month

     ...Client Service Associate (CSA) Be the Operational Heart of the Client Experience The Client Service Associate (CSA) plays a key role in supporting...  ..., and comfortable operating in a fast-paced, deadline-driven environment. What You'll Be Doing Client Support &... 
    Hourly pay
    Full time
    Temporary work
    Work at office
    Home office
    Monday to Friday
    Flexible hours

    TD Consulting Group PC

    Portland, OR
    20 hours ago
  • $70k - $85k

     ...Client Service Associate The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account openings, processing paperwork, scheduling... 
    Local area
    Flexible hours

    Cerity Partners

    Portland, OR
    4 days ago
  •  ...Flexible Career Opportunity In Client Service Leadership Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities? Look no further! With the option to work from home and enjoy a flexible schedule, you can balance... 
    Work from home
    Flexible hours

    Global Elite

    Vancouver, WA
    20 hours ago
  • 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

    Sanctuary Wealth Group

    Beaverton, OR
    1 day ago
  • Morgan Stanley in Beaverton, Oregon seeks a Registered Client Service Associate to provide exceptional service to financial advisors and clients. You will support account activity, answer questions, and help onboard clients while maintaining strong client relationships... 

    Socket.dev

    Beaverton, OR
    2 days ago
  •  ...helping you succeed, empowering you to grow and excel in your role. Qualifications: Dedication to delivering exceptional customer service experiences. Strong communication and interpersonal skills. Ability to lead and inspire teams to achieve outstanding results.... 
    Work from home
    Flexible hours

    Global Elite Empire Consultants

    Vancouver, WA
    4 days ago
  •  ...team. The role requires outstanding attention to detail, superb client service, and strict confidentiality with respect to client and...  ...or licensing, and at least two years as a Registered Client Associate. Strong tech skills and communication are essential. #J-1880... 

    Dadavidson

    Lake Oswego, OR
    3 days ago
  •  ...Job Description Job Description We are looking for a Client Service Associate to provide high-quality service and administrative support for investment clients in Portland, Oregon. This contract position focuses on ensuring client accounts are handled accurately,... 
    Contract work
    Work at office

    Robert Half

    Portland, OR
    3 days ago
  • $70k - $90k

    We are seeking an experienced Client Services Associate to be part of delivering exceptional service and...  ...above-and-beyond experience for our impact-focused investment clients across the...  ...satellite office in Portland, Oregon. Hybrid arrangements may be considered for the... 
    Work at office
    Home office

    TalentLink Solutions

    Portland, OR
    3 days ago
  •  ...Davidson Companies in Lake Oswego, OR is seeking an exceptional Client Associate to join a dynamic, high-producing team. This role requires...  ...the ability to balance multiple requests, and superior client service with strict confidentiality. Ideal candidates have licensing... 

    Doist

    Lake Oswego, OR
    10 hours ago
  • $15k

     ...and delivering outstanding service to our clients and each other. We support...  ...about our company culture and impact in our latest annual report...  ...as a Registered Client Associate. Post-Secondary education preferred...  ...company, our success is driven by our high standards of... 
    Work experience placement
    Work at office
    Local area

    D.A. Davidson

    Lake Oswego, OR
    1 day ago
  • $30 - $45 per hour

     ...Client Service Associate 1099 / Remote Contractor 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... 
    Remote job
    Contract work
    For contractors
    Work at office
    Monday to Friday

    Capitol Family Office

    Beaverton, OR
    14 days ago
  • $60k - $70k

     ...Job Description If you're interested in starting a career in financial services, Coldstream has a fantastic opportunity to join one of our wealth management teams! As a Client Service Associate with a supportive team, you will learn the Registered Investment Advisor... 
    Temporary work
    Work at office

    Coldstream Wealth Management

    Portland, OR
    22 days ago
  •  ...Licensing International (CCLI) in Vancouver, WA, is seeking a Customer Service Manager to lead and optimize CS operations across The CCLI...  ...licensing workflows, and develop a high-performing team in a hybrid work model. The role requires 7+ years in CS with 3+ years in... 

    SESAC Music Group

    Vancouver, WA
    1 day ago
  •  ...Portland, OR, seeks a Contracts Attorney to support the Corporate Counsel and Contracts/Legal Team in high-volume, complex contracting. Hybrid work with onsite requirements and no visa sponsorship. You will draft, negotiate, and administer agreements, advise on legal... 
    Visa sponsorship

    Northwest-Energy-Efficiency-Alliance

    Portland, OR
    1 day ago
  •  ...law school, Oregon admission, 2+ years of defense litigation, and 3+ years of insurance coverage experience; strong writing and communication skills are required, with a flexible hybrid/remote work arrangement. #J-18808-Ljbffr Wilson Elser Moskowitz Edelman & Dicker LLP
    Remote job
    Work at office
    Flexible hours

    Wilson Elser Moskowitz Edelman & Dicker LLP

    Portland, OR
    1 day ago
  • $167k - $217k

     ...team by adding an associate with four to six years...  ...and counsel clients in a wide range of...  ...consumer products & services, manufacturing, technology...  ...a plus. Flexible hybrid work arrangements...  ...client service, driven by our passion for...  ...make a positive impact. Miller Nash is... 
    Work at office
    Local area
    Flexible hours

    Miller Nash LLP

    Portland, OR
    2 days ago
  • U.S. Bancorp Advisors seeks an organized support professional to assist Financial Advisors with sales, processing, and client service. The role involves scheduling, preparing investment proposals, and maintaining client files to ensure regulatory compliance and smooth... 

    Jobtailor

    Portland, OR
    10 hours ago
  • $64.7k - $97.1k

     ...portfolio of benefits and services, including dental,...  ...400 employees and associates in our partner...  ...member, provider, client, and internal...  ...Sun Life embraces a hybrid work model that...  ...health, staffing impacts, service level attainment...  ...adoption Data‑driven decision making Communication... 
    Work at office
    Local area
    2 days per week

    Stryker

    Portland, OR
    1 day ago
  • $174.48k - $223.47k

    ERM is looking for a Key Client Account Director (...  ...-3 years.This is a high-impact leadership role for a commercially driven, client-centric leader who...  ...coordination across operations, service lines, and support...  ...interest in ERM! #LI-RG1 #LI-Hybrid SummaryLocation: Walnut... 
    Full time
    Fixed term contract
    Casual work
    Flexible hours

    ERM Group

    Portland, OR
    1 day ago
  • $120k - $170k

     ...growing personal injury law firm is seeking an Associate Attorney in Portland, Oregon. This role...  ...injury cases and negotiating fair settlements for clients, requiring 3-5 years of civil law experience. The firm offers a hybrid work model after an initial training period... 

    The Advocates

    Portland, OR
    3 days ago
  •  ...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 office
    3 days per week

    Risk Strategies Company

    Portland, OR
    2 days ago
  • A nonprofit social service agency in Portland seeks a Refugee Services Case Manager I to provide essential support to newly arriving refugees...  ...benefits package, emphasizing employee care and community impact. Join a dedicated team focused on making a difference in... 

    Catholic Charities

    Portland, OR
    10 hours ago
  • $75k - $85k

     ...health care concierge service to help navigate our health...  ...Note - This is a hybrid role requiring 1 day a...  ...responsible for maintaining client satisfaction, growing...  ...deliver innovative, data-driven solutions that support...  ...execution, and measurable impact.* Develop and implement... 
    Contract work
    Work at office
    Local area
    Remote work
    1 day per week

    CLEAResult

    Portland, OR
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Impact-Driven Client Services Associate (Hybrid). Be the first to apply!