Wealth Management Client Services Associate
PowerToFly
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. Responsibilities include assisting clients with their needs, managing account information, and providing administrative support. Ideal candidates will have a high school diploma, relevant licenses, and experience in the financial industry. The firm offers a dynamic working environment with comprehensive employee benefits. #J-18808-Ljbffr PowerToFly
- Sanctuary Wealth Group is seeking a Client Associate for wealth management in Beaverton, Oregon. This role involves providing administrative support, engaging with... ...supportive environment focused on delivering exceptional client service. #J-18808-Ljbffr Sanctuary Wealth GroupSuggested
- Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular... ...other duties directed by local management ADMINISTRATIVE SUPPORT...SuggestedWork at officeLocal area
- Position Summary Registered Service Associates perform operational support and oversight on behalf of the market as well as general management support functions and special projects. The... ...services and solutions that support clients’ needs including secure, digital offerings...SuggestedWork at officeRemote workHome officeNight shift
- Morgan Stanley is seeking a Registered Service Associate to provide operational support and oversee daily functions including document maintenance, money movement, trade support and approvals. You will resolve issues using available resources and escalate as needed. The...Suggested
$70k - $80k
...Description Providing exceptional service to our clients starts with investing in exceptional... ...opportunity to join one of our growing wealth management teams! You will learn the Registered... ...other. The Senior Client Service Associate Role The Client Service Associate...SuggestedTemporary workWork at officeWork from homeMonday to Friday- ...Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions... ...other duties directed by local management ADMINISTRATIVE SUPPORT:...Part timeWork at officeLocal area
$70k - $85k
Position Summary: The Client Service Associate role focuses on supporting clients and advisors by executing... ..., organizational and time management skills. Ability to work in a team based... ...in the U.S. Ultimately, outstanding wealth management is about people and relationships...Full timeTemporary workLocal areaFlexible hours$70k - $90k
We are seeking an experienced Client Services Associate to be part of delivering exceptional service and an above-and-beyond experience for our... ...to providing clients with sustainable investment management, personalized financial planning, and innovative strategies...Work at officeHome office- ...Merrill Wealth Management Job Opportunity This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy...Seasonal workWork from homeShift workDay shift
$70k - $75k
Job Summary The Associate Project Manager will assist senior Client Services peers through effective project management coordination and execution, as part of the Client Services Global Resourcing Team, serving North America clients from other geographies. Successful candidates...Local areaShift workNight shiftWeekend work$65k - $82k
Position: Client Associate (Wealth Management) Location: Beaverton, Oregon Work Model: Full-Time | In-Office Monday-Friday Firm: NBC Capital Advisors... ...Benefits About the Role We are seeking a motivated, service-oriented Administrative Assistant to join our close-knit...Full timeWork at officeMonday to Friday- 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... ...with clients, onboarding new clients, and managing client requests efficiently. The ideal candidate...
- ...Merrill Wealth Management Job Opportunity Merrill Wealth Management is a leading provider... ...management and investment products and services for individuals, companies, and... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...Seasonal workWork at officeWork from homeShift workDay shift
$30 - $45 per hour
...Client Service Associate 1099 / Remote Contractor Capitol Family Office is a fully remote boutique... ...You'll work especially closely with our Managing Partner, acting as her right hand.... ...experience in a financial advisory, RIA, or wealth management firm • Know the lingo,...Remote jobContract workFor contractorsWork at officeMonday to Friday- POSITION SUMMARY Registered Service Associates perform operational support and oversight on behalf of the market as well as general management support functions and special projects. The... ...services and solutions that support clients’ needs including secure, digital offerings...Full timeWork at officeRemote workHome officeNight shift
- JPMorgan Chase Bank, N.A. is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and advice to individuals... ...relationships. The role emphasizes fiduciary client service, collaboration with partners, and leveraging digital...
- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our... ...and delivering extraordinary customer service while maintaining a strong commitment to... .... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...
- ...Identification 210677899 Job Category Client Advisory Business Unit Consumer &... ...Description Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll... ...the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join...Full timeLocal area
- Bank of America is seeking a dedicated individual for the Merrill Wealth Management role in Portland, Oregon. This job focuses on providing exceptional client service to multiple Financial Advisors while supporting the bank's strategic objectives. The ideal candidate will...Work at office
$21.25 - $28.32 per hour
...operational, administrative and customer service support to Financial Advisors of U.S.... ...record-keeping requirements, maintaining client files and supplies, answering phones, opening... ...necessary for day to day relationship management with both internal and external clients...Full timeTemporary workWork at officeLocal area- Lido Advisors in Portland, OR seeks a Senior Wealth Manager to deliver comprehensive wealth strategies and build long-term client relationships. You will work with investment and client-service teams to grow and manage your own book of high-net-worth clients. Requirements...
$100k - $120k
Coldstream is seeking a Senior Wealth Management Associate in Portland, Oregon, to provide exceptional client service and financial planning expertise. The role includes acting as a primary contact for clients and managing team workflows in a hybrid environment. Ideal...- ...we have an enthusiasm for helping our clients, taking care of our employees, building... ...and delivering extraordinary customer service while maintaining a strong commitment to... .... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...
$100k - $120k
...Portland, Oregon, is seeking a skilled professional in wealth management. This role involves being the primary contact for clients, managing communications and coordinating workflow with Client Service Associates. With a salary range of $100K to $120K DOE, the position...$75k - $105k
Aldrich is seeking a detail-oriented Senior Client Services Specialist for its Family Office division. This professional will manage client accounts, execute transactions, and... ...candidate has experience in client service within wealth management, especially with high-net-worth...Work at office$29 - $33 per hour
...planning, investment management, business management,... ...legally bound to act in our clients' best interests —... ...including size, growth, service quality, technology,... ...The Service Operations Associate I is a critical operational... ...Managers and Wealth Advisors to support client...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- FCG Senior Client Services Administrator Firm Overview Morgan Stanley is a leading global... ...banking, securities, investment management and wealth management services. The Firm's employees... ...and act as key contact for the associated Rapid Notification System Provide back...Work at officeLocal areaWorldwide
$22 - $27 per hour
...Supply Chain Services Associate The Supply Chain Services Associate at Vallen is a hands-on executor of supply chain, vending, and/or VMI (Vendor Managed Inventory) functions, predominantly situated onsite at a customer location. This individual collaborates closely...Casual workImmediate startShift workAfternoon shift- U.S. Bank is seeking a Wealth Management Banker in Portland, Oregon, to enhance the affluent client experience. This role involves managing client relationships and delivering a full range of financial products and services. The ideal candidate will have a Bachelor's degree...
$75k - $105k
...professional and detail-oriented Senior Client Services Specialist, Family Office to join our Family... ...a fast-paced environment. Why Aldrich Wealth Aldrich Wealth is a dynamic, fast-... ...both our Oregon and California regions and manage approximately $7 billion in assets. Our...16 hoursFull timeWork at officeLocal areaRemote workMonday to FridayFlexible hours
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