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
$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- ...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
...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$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 &...SuggestedHourly payFull timeTemporary workWork at officeHome officeMonday to FridayFlexible hours$55k - $70k
...Role Hands at Home Care Services is hiring a Client Services Account Manager... ...Comfortable working in a hybrid role with occasional local... ...if you are a relationship-driven, organized, proactive professional... ...wants to make a meaningful impact in home care while growing...SuggestedFull timeLocal areaRemote workMonday to FridayShift workAfternoon shift- ...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...
$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$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- ...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...Work at office
$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- ...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...
$20 - $24 per hour
...Client Advocate I, Group Benefits Full-time Department Name: Customer Service Office Type: Hybrid Compensation: USD 20 - USD 24 - hourly Company... ..., as well as the impact we're having on our clients... ...ORIENTED, growth-focused and driven to out-perform...Hourly payFull timeWork at officeFlexible hours- ...and a JD from an ABA‑accredited law school. Admitted to practice in Oregon. The position offers a flexible hybrid arrangement, work on high‑profile national clients, substantial responsibility from day one, and a competitive salary range of #J-18808-Ljbffr Wilson Elser...Flexible hours
$50k - $65k
...Client Associate Delivers more independent client support, handling complex service tasks, supporting renewals, and responding to client questions with limited oversight. This role applies growing technical knowledge and judgment within defined parameters to support...Temporary workInternshipLocal areaFlexible hours$70k - $85k
...Partners Group, a purpose-driven company committed to... ...to be a partner for our clients and teammates. Are... ...retirement plan services professional to join our... ...How you will make an impact at TPG As an Account... ...preferred (in-office with hybrid remote opportunities)....Full timeWork at officeLocal areaRemote work$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...$150.4k - $343.6k
...agendas, Global Business Services (GBS) has become a... ...team partners with global clients to assess, design, deliver... ...to influence high-impact programs across industries... ...Sciences: Compliance-driven GBS models, R&D support... ...led and leader-enabled hybrid model. Our expectation...Work experience placementSummer holidayImmediate startFlexible hours- 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...
- The Oregon Clinic is hiring a Patient Services Specialist for Pulmonary in SW Beaverton. This full-time (Registration) role is hybrid/remote after training, supporting the Pulmonary, Critical Care & Sleep Medicine West Clinic. You will assist with patient check-in/out,...Remote jobFull timeWork at office
$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 PositionWe are seeking... ...and colleagues in a high-volume, high-impact environment.Key...Full timeWork at officeRemote workFlexible hoursShift work$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$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- Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart... ...exceptional wealth management services to ultra-high net worth clients. Join our... ...exceptional client service will directly impact our clients' financial well-being through...Local area
- .... Davidson Companies in Lake Oswego, OR is seeking an exceptional Registered Client Associate to join a high-producing team. This role requires outstanding attention to detail, client service excellence, and the ability to balance multiple requests with integrity and confidentiality...
$24 per hour
...every voice is heard. That's real impact. Our high-performance culture is driven by our values. We move with speed,... ...compliance management products and services within our fully integrated... ...! At NAVEX, you will work in a hybrid role and thrive alongside an engaged...Hourly payWork at office$34 - $42 per hour
...outcomes. You’ll join a values‑driven community where integrity guides decisions, relentless service sets the bar, and we thrive on... ...of your career and see your impact at scale.Job Description:Job Summary... ..., deliver quality service to clients, and demonstrate the ability...Hourly payFull timeWork at officeLocal area$21.25 - $28.32 per hour
...DescriptionProvides sales, processing, operational, administrative and customer service support to Financial Advisors of U.S. Bancorp Advisors.... ...to the firm's record-keeping requirements, maintaining client files and supplies, answering phones, opening and disseminating...Work at officeLocal area$125k
...every voice is heard. That’s real impact.Our high-performance culture is driven by our values. We move with speed,... ...compliance management software and services. As a Senior Manager of Customer... ...management.You’ll thrive in this hybrid role surrounded by an engaged, collaborative...Worldwide- ...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
- ...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
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