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
$55k - $65k
...Danny Harlow, who has been guiding clients in retirement planning since 1973... ...confidence and clarity. Client Service Associate Harlow Wealth Management | Hybrid | Full-Time Salary Range: Pay: $... ...client service—ready for a more impactful role? We’re searching for a Client...SuggestedFull timeWork at office$58.3k - $80.1k
...We’re a diversified financial services leader with more than $1.5... ...small business and institutional clients. We are a longstanding leader... ...a Registered Client Service Associate, you will provide dedicated... ...others and create a positive impact on a client’s overall experience...SuggestedFull timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week- Client Service Associate - Entry Level Company:AO (American Income Division) Work Arrangement:100% Remote (U.S. Residents Only) Empower Your... ...Globe Life. Compensation is commission-based and performance-driven; this is not an hourly or salaried position. Candidates...SuggestedHourly payWeekly payFor contractorsRemote workWork from homeFlexible hours
- Client Service AssociatePosition OverviewWe are seeking a Client Service Associate to deliver exceptional service and operational support to our client-facing teams. The role is responsible for managing client communications, coordinating CRM data and workflows, and supporting...SuggestedWork experience placementWork at office
- DolFUN Dynamics is seeking a Client Services & Facilities Team Member to keep a busy swim and gym facility clean and welcoming for kids and families. Cleaning and facility upkeep are the primary focus of this role, with some Client Services support as needed. We offer paid...SuggestedShift work
- Ameriprise Financial is seeking a Registered Client Service Associate to support high-producing advisors in Vancouver, WA. You will prepare financial plans, assist with client meetings, and manage paperwork from new business to rollovers, while coordinating events and...Work at officeRemote work
- ...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
- ...Job Description Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private... ...to multitask Goal oriented, self-motivated and results driven Reports To: ~ Business Service Officer To...Full timeWork at officeLocal areaWork visa
- Ameriprise Financial is seeking a Registered Client Service Associate in Vancouver, WA to support top advisors by preparing financial plans, conducting investment research, and handling client communications. You will schedule and summarize client meetings, manage forms...
$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 officeHome office- Ameriprise Financial Services, LLC is seeking a Registered Client Service Associate to support high-producing advisors by preparing portfolio materials for client meetings, building financial plans, and managing client interactions to deepen relationships. The role requires...
$19 - $21 per hour
Riverview Bank in Washington state is seeking a friendly, detail‑oriented associate to support customer transactions, provide quality service, and learn to promote Riverview products and services. The role pays $19-$21 per hour, offers healthcare benefits, a 401K plan,...Hourly pay- ...the frontline for Customer Administrators, handling product questions, configuration changes, and issue resolution. You will join a hybrid team that values speed, ownership, and customer outcomes. The role emphasizes problem-solving, stakeholder communication, and the...
- ...Family Law Attorney – Associate (Pierce County) Practice at the highest... ...family law attorney to serve clients across Pierce County, with... ...remote, on-site, or hybrid options (at our Tacoma office... ...That means dedicated client services staff who connect you with clients...Work at officeRemote workFlexible hours
- Chase is seeking an Associate Banker in Beaverton, OR to deliver warm, value-driven service and help clients achieve their financial goals. You will greet clients, open and service accounts, and guide customers using Chase Mobile App and online tools to complete transactions...
$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 jobContract workFor contractorsWork at officeMonday to Friday- ...across Oregon and the U.S. for domestic and international insurers, with a strong emphasis on teamwork and client service. The position offers a flexible hybrid or remote work arrangement. Applicants should have a JD, be admitted in Oregon, and possess substantial defense...Remote jobWork at officeFlexible hours
- Harlow Wealth Management, Inc. in Vancouver, Washington, is seeking a Client Service Associate to join our hybrid, full-time team. You will handle a high-volume queue of client requests with accuracy and proactive service, supporting retirement-focused advisory clients...Full time
- ...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
$64k - $120k
...for important and impactful work lead to the same... ...are seeking a Sr. Client Billing Specialist... ...customer service. Additionally, they... ...responding to client driven inquiries. Essential... ...Insurance Hybrid/Remote Work Opportunities... ...(including traits associated with race,...Temporary workLocal areaRemote workRelocationFlexible hours$140k - $180k
...analysis, and judgment will have real impact Enjoy strong compensation,... ...area with strong demand and high-level client exposure Location: Hybrid role based in downtown Portland, Oregon... ...lawyering, practical client service, and meaningful long-term professional...Full timeWork at officeRelocation packageFlexible hours3 days per week$170k - $200k
...a culture of collaboration, innovation, client service, and mutual respect. We are committed to... ...whether it be an in-person, remote, or hybrid working arrangement. The Position... ...clients and colleagues in a high-volume, high-impact environment. Key Responsibilities:...Full timeWork at officeRemote workFlexible hoursShift work- 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...
- ...Sportswear Company in Portland, Oregon, is seeking an HR Service Center Coordinator to provide frontline HR support... ...help employees navigate self-service tools. This hybrid role combines onsite collaboration with process-driven tasks to deliver accurate, timely assistance. You’...
- ...and engagement with prospective customers. This hybrid position offers the opportunity to engage directly with clients while collaborating with marketing and sales teams... ...sales pipeline. Join us to make a significant impact in a dynamic tech startup. #J-18808-Ljbffr CorePlan
$24.04 per hour
...every voice is heard. That's real impact. Our high-performance culture is driven by our values. We move with... ...compliance management products and services within our fully integrated platform... ...At NAVEX, you will work in a hybrid role and thrive alongside an engaged...Hourly payWork at office$49.56 - $74.82 per hour
...looking for a compassionate and driven leader to provide operational... ...across Patient Business Services and Hospital and Professional... ...to connect with you.This is a hybrid-remote position, open to candidates... ....Identify and resolve issues impacting billing services to maintain...Work at officeRemote workWork from homeDay shift- ...Hybrid Tewksbury, Massachusetts Memphis, Tennessee... ...to advancing sustainable impact and empowering the people... ...relationships with existing clients, and present products or services to potential customers.... ...better solutions. Results-Driven Performance: High-...Full timeWork experience placementLocal area
$92k - $96k
...Location: Portland, Oregon (Hybrid) [expected in-office... ...Ready to Turn Strong Client Partnerships Into... ...consumer, and purpose-driven brands build authentic... ...create work that makes an impact with a team that values... ...technology into client service and agency operations....Work at officeFlexible hours- ...opportunities for our employees, clients and stakeholders. We... ...building together, as well as the impact we’re having on our clients and... ...ORIENTED , growth-focused and driven to out-perform expectations of... ...Client Managers on transactional service needs Assemble and format...Work at officeFlexible hours
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