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
- Ready to make a meaningful impact? At Brighton Jones, we’re a purpose‑drive, client‑focused team committed to helping individuals... ...fast—and we’re looking for driven, curious individuals to join our... ...a critical member of the Client Service team, you will work closely with...SuggestedHourly payFull timeSummer workWork at officeLocal areaImmediate startMonday to FridayFlexible hours
$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...SuggestedWork at officeHome office$55k - $70k
...with a firm that's changing the industry? As an International Client Services Associate, you'll become part of our bustling International Private... ...you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.FISHER...SuggestedWork at officeWork from home- ...dedicated individuals for a work-from-home position in financial services, aimed at protecting families and helping them secure their... ...enjoy the flexibility of remote work while making a significant impact in the lives of others. Ideal candidates will possess strong communication...SuggestedRemote jobWork from home
- 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...SuggestedRemote jobWork from home
$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...Remote jobFor contractorsWork at officeMonday to Friday- 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...Full timeWork at office
- 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...
- Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading...Part timeWork at officeLocal area
- 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 jobWork at officeFlexible hours
- 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
$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 workWork at officeWork 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 and provide various administrative support. Responsibilities include maintaining client records, processing requests, and delivering...Work at office
$80k - $95k
...tools, and expand advisory services. If you’re curious,... ...here. We’re looking for a Client Accounting Senior Associate to support our growing department... ...to have a real, positive impact on businesses? Do you have... ...your best work in person, hybrid, or fully remote. A...Live inLocal areaImmediate startRemote workFlexible hours- ...Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/... ...to multi-task Goal oriented, self-motivated and results driven Reports to: ~ Business Service Officer WHAT YOU...Part timeWork at officeLocal area
$26.45 - $27.5 per hour
...non-exempt At Impact NW we are a nonprofit with... ...inclusive, and mission-driven work culture where... ...JOB SUMMARY: Recovery Services Specialist II supports... ...programs are designed to help clients secure and/or maintain... ...90 days of training. Hybrid work environment with potential...Work at officeFlexible hoursWeekend workAfternoon shiftEarly shift$80k - $95k
...Manager. This is a hybrid role based out ofeitherourSeattle... ...our colleagues and clients succeed. What the... ..., manage day-to-day service processes and outputs,... ...of meaningful client impact and Aon's... ...equivalentrequired ~ Associates degree preferred ~ Experience...Full timeTemporary workPart timeWork at officeLocal area$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 officeLocal areaFlexible hours$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...- ...in Portland, OR, is seeking a motivated Associate Attorney with 3 to 5 years of civil law... ...managing personal injury cases and ensuring clients receive fair compensation through pre-... ...best outcomes. This position offers a hybrid work model after an initial training period...
$50 - $55 per hour
...HVAC Service Team Lead – Seattle, WA/Portland, OR (Remote... ...to make a meaningful impact with a global leader in... ...BGIS ITS is a service-driven organization built on a... ...operations across multiple client sites. You'll serve as... ...procedures Hybrid schedule: two days in-office...Hourly payDaily paidWork at officeRemote workRelocationShift workWeekend work- ...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
- ...passion for social justice, leadership in managing cases, and service delivery in a hybrid work model that balances standard office hours with remote... ..., strong management skills, and a commitment to improving client service. Join a diverse team dedicated to empowering the...Work at officeRemote work
- ...narratives that drive business impact. In this role, Senior... ...forward-thinking, results-driven, and aligned with client business objectives. Senior... ...Responsibilities Client Service / Management Serve as... ...for growth ~ Flexible hybrid work model tailored to your...Summer holidayWork at officeRemote workFlexible hours3 days per week
- PacifiCorp in Portland seeks an Associate Pricing & Cost of Service Analyst to enhance their pricing strategies. You will solve complex problems with data, assist in rate proposals, and conduct feasibility studies while working with expert analysts. This full-time role...Full time
$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 workWork at officeLocal areaRemote work1 day per week$100k - $120k
Coldstream is seeking a Senior Wealth Management Associate in Portland, Oregon, to provide exceptional client service and financial planning expertise. The role... ...contact for clients and managing team workflows in a hybrid environment. Ideal candidates will have 5+ years...- ...Technology team lead high-impact, integrated... ...strategic leadership, senior client counsel, and mentorship... ...visibility. Oversee data-driven and trend-based... ...accountability, and client service. Success Factors... ...for growth ~ Flexible hybrid work model tailored to...Summer holidayWork at officeRemote workFlexible hours3 days per week
$170k - $200k
...professionals who value teamwork, collaboration, client service, and innovation. If you are a motivated... ...whether it be an in‑person, remote, or hybrid working arrangement. The Position We... ...and colleagues in a high‑volume, high‑impact environment. Key Responsibilities...Full timeWork at officeRemote workShift work- ...high-net-worth family law matters while prioritizing client advocacy and professionalism. This position offers unique... ...with strong earning capabilities in a support-driven environment. Benefits include a hybrid work model, medical insurance, 401(k) matching, and a...
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