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
- ...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...SuggestedFull timeWork at office
$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- 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...SuggestedWork at officeLocal area
- 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
$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...SuggestedTemporary workWork at officeWork from homeMonday to Friday$70k - $75k
...legal outcomes. You’ll join a values‑driven community where integrity guides decisions, relentless service sets the bar, and we thrive on big challenges together. Job Summary The Associate Project Manager will assist senior Client Services peers through effective project...Shift workNight shiftWeekend work- 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...
- 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
- ...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
- ...Registered Service Associate Registered Service Associates perform operational support and oversight on behalf of the market as well as... ...to opportunities for Firm services and solutions that support clients' needs including secure, digital offerings within Morgan Stanley...Work at officeRemote workHome officeNight shift
$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$26.45 per hour
...Insurance fully paid by Impact NW. Employee Assistance... ...inclusive, and mission-driven work culture where... .... Job Summary Recovery Services Specialist II supports... ...services. These programs help clients secure and/or maintain... ...90 days of training. Hybrid work environment with potential...Hourly payWork at officeFlexible hoursWeekend workAfternoon shiftEarly shift$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- ...York. This role will be hybrid, and will require you... ...to-end ownership of the client experience. Reporting to... ..., is seamless and impactful. You'll be the pivotal... ...focusing on enhancing self-service capabilities and partnering... ...you’ll work alongside driven, resourceful people who...Work at officeRemote workWorldwideHome office
$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...- ...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
- ...contracts. Successful candidates will collaborate with a federal services team and maintain client communications while managing proposal efforts. A... ...experience are required, with a preferred location of Virginia, but work can be remote or hybrid. #J-18808-Ljbffr CDM SmithRemote job
- ...Specialist based in Vancouver, Washington. This role involves supporting a diverse book of clients, providing consultation and service for employee benefits, transitioning from onsite to a hybrid work model. Ideal candidates will have a minimum of 2 years of experience in...Remote job
- ...Support Representative (Hybrid or Remote) Work... ..., OR Your Career. Your Impact. Our Future. At Oregon... ...Product Technical Customer Service Responds to customer... ...QUALIFICATIONS & SKILLS Associates Degree in Business or a... ...-branded, aftermarket-driven precision-cutting tool...Remote jobCasual workWork at office
- 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...
$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...Work at officeLocal area2 days per week$75k - $120k
...increase sales, engage customers, and keep employees happy. The Hybrid Development Representative (HDR) role is the foundational entry... ...to read, write, and speak. Career Ambition: Must be driven by a long-term goal of becoming a full-cycle Account Executive (...InternshipWork at officeLocal areaImmediate startVisa sponsorshipWork visa$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...Contract workWork at office1 day per week- Xenium HR is seeking an HR Account Representative in Tualatin, OR. This hybrid role involves supporting Senior Strategic HR Partners through client service, project management, and administrative tasks to ensure seamless HR delivery. The ideal candidate will have a Bachelor...Flexible hours
- ...Customer Service Representative NetVendor is dedicated... ...experience for our clients and partners. In this position... ...this an dynamic and impactful role within our... ...with the option of going hybrid or remote in the future... ...in a fast-paced, metric-driven environment with the ability...Temporary workFor contractorsWork at officeLocal areaRemote work
$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...- ...The successful candidate will act as the primary contact for client service needs and handle renewals, policy changes, and endorsements. Applicants... ...hold an active Oregon Property & Casualty License. This is a hybrid position, requiring 3 days in-office and 2 days remote. #J-18...Work at officeRemote work
- Hybrid## IT Service Operations LeadBeaverton, OR, United StatesLocation: Beaverton, OR**IT Service... ...* Identify trends and systemic issues impacting service quality and drive continuous... ...building the future, together with those driven to push boundaries, solve complex...Permanent employmentTemporary workLocal areaRemote work
$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 We are... ...clients and colleagues in a high‑volume, high‑impact environment. Key Responsibilities...Full timeWork at officeRemote workFlexible hoursShift work$70k
...every voice is heard. That's real impact. Our high-performance culture is driven by our values. We move with speed,... ...scalable programs, automation, and self-service resources, helping ensure... ...solutions. You'll thrive in this hybrid role surrounded by an engaged, collaborative...
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