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
$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...SuggestedTemporary workWork at officeLocal area$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...SuggestedWork at office- 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
- ...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...SuggestedRemote workWork 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...Temporary workWork at officeWork from homeMonday to Friday$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 payFull timeTemporary workWork at officeHome officeMonday to FridayFlexible hours$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 areaFlexible hours- ...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 homeFlexible 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
- 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...
- ...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 homeFlexible hours
- ...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...
- ...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 workWork 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...Work at officeHome office- ...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...
$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 placementWork at officeLocal area$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$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 workWork at office- ...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...
- ...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
- ...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 LLPRemote jobWork at officeFlexible hours
$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- 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...
$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 officeLocal area2 days per week$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 timeFixed term contractCasual workFlexible 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...- ...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
- 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...
$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
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