Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Impact-Driven Client Services Associate (Hybrid) in Portland, OR vacancy
  • $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... 
    Suggested
    Temporary work
    Work at office
    Work from home
    Monday to Friday

    Coldstream Wealth Management

    Portland, OR
    10 days ago
  •  ...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... 
    Suggested
    Full time
    Work at office

    Harlow Wealth Management, Inc.

    Vancouver, WA
    3 days ago
  • $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... 
    Suggested
    Work at office

    Vodia Ventures

    Portland, OR
    2 days ago
  • $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 &... 
    Suggested
    Hourly pay
    Full time
    Temporary work
    Work at office
    Home office
    Monday to Friday
    Flexible hours

    TD Consulting Group PC

    Portland, OR
    1 day ago
  • $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... 
    Suggested
    Full time
    Local area
    Remote work
    Monday to Friday
    Shift work
    Afternoon shift

    Hands At Home Care Services, Llc

    Portland, OR
    1 day ago
  •  ...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... 

    Dadavidson

    Lake Oswego, OR
    4 days ago
  • $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 office
    Home office

    TalentLink Solutions

    Portland, OR
    4 days ago
  • $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 placement
    Work at office
    Local area

    D.A. Davidson

    Lake Oswego, OR
    1 day ago
  •  ...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

    Coldstream Wealth Management

    Portland, OR
    13 days ago
  • $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 job
    Contract work
    For contractors
    Work at office
    Monday to Friday

    Capitol Family Office

    Beaverton, OR
    4 days ago
  •  ...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... 

    SESAC Music Group

    Vancouver, WA
    2 days ago
  • $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 pay
    Full time
    Work at office
    Flexible hours

    Andreini & Company

    Portland, OR
    2 days ago
  •  ...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

    Wilson Elser Moskowitz Edelman & Dicker LLP

    Portland, OR
    2 days ago
  • $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 work
    Internship
    Local area
    Flexible hours

    IMA Financial Group

    Portland, OR
    2 days ago
  • $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 time
    Work at office
    Local area
    Remote work

    External

    Portland, OR
    1 day ago
  • $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... 

    The Advocates

    Portland, OR
    4 days ago
  • $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 placement
    Summer holiday
    Immediate start
    Flexible hours

    EY

    Portland, OR
    3 days ago
  • 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... 

    Catholic Charities

    Portland, OR
    1 day ago
  • 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 job
    Full time
    Work at office

    Oregon Clinic

    Beaverton, OR
    2 days ago
  • $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 time
    Work at office
    Remote work
    Flexible hours
    Shift work

    Wilson Elser

    Portland, OR
    1 day ago
  • $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 work
    Work at office
    Local area
    Remote work
    1 day per week

    CLEAResult

    Portland, OR
    4 days ago
  • $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 time
    Work at office
    Relocation package
    Flexible hours
    3 days per week

    Orion Placement

    Portland, OR
    4 days ago
  • 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

    JP Morgan Chase

    Portland, OR
    5 days ago
  •  .... 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... 

    D.A. Davidson Companies

    Lake Oswego, OR
    2 days ago
  • $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 pay
    Work at office

    Navex Inc

    Lake Oswego, OR
    4 days ago
  • $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 pay
    Full time
    Work at office
    Local area

    Epiq Systems

    Beaverton, OR
    1 day ago
  • $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 office
    Local area

    U.S. Bank

    Portland, OR
    3 days ago
  • $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

    NAVEX Global

    Lake Oswego, OR
    1 day ago
  •  ...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 office
    Flexible hours

    Trucordia

    Portland, OR
    5 days ago
  •  ...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 time
    Work experience placement
    Local area

    Xylem

    Tualatin, OR
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Impact-Driven Client Services Associate (Hybrid). Be the first to apply!