Client Services Associate, Financial Services
Dadavidson
D.A. Davidson Companies in Lake Oswego, OR is seeking an exceptional individual to join a dynamic, high-performing team. The role requires outstanding attention to detail, superb client service, and strict confidentiality with respect to client and company information. Ideal candidates have SIE and FINRA Series 7 licensing, plus Series 66/63/65 eligibility or licensing, and at least two years as a Registered Client Associate. Strong tech skills and communication are essential. #J-18808-Ljbffr Dadavidson
- 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....Suggested
$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... ...collaboratively Experience in public accounting, tax, financial services, legal, or other professional services environments...SuggestedHourly payFull timeTemporary workWork at officeHome officeMonday to FridayFlexible hours- ...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...Suggested
$60k - $70k
...Description 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...SuggestedTemporary workWork at office$70k - $80k
...Job Description Providing exceptional service to our clients starts with investing in exceptional... ...in developing your career in financial services, Coldstream has a fantastic... ...other. The Senior Client Service Associate Role The Client Service Associate...SuggestedTemporary workWork at officeWork from homeMonday to Friday- .... 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...
$70k - $85k
...Client Service Associate The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative... ...with 4% match ~ Flexible PTO policy ~ Parental Leave ~ Financial assistance for advanced education and professional...Local areaFlexible hours$35.63k - $85k
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 interactions with clients, individuals in this role build trusted relationships...Temporary 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... ...support to advisor teams. The ideal candidate is able work with financial advisors and our custodians with the implementation of new...Work at office- 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...
- 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
- ...Job Description Job Description We are looking for a Client Service Associate to provide high-quality service and administrative support... ...and the professionalism needed to work within a regulated financial services environment. Responsibilities: • Manage client...Contract workWork at office
$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... ...with sustainable investment management, personalized financial planning, and innovative strategies that deliver social and...Work at officeHome 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$15k
...and ethics, and delivering outstanding service to our clients and each other. We support a friendly... ...as we work to improve our clients' financial well-being, we also work to strengthen... ...experience as a Registered Client Associate. Post-Secondary education preferred....Work experience placementWork at officeLocal area- ...Bank is seeking a high‑performing support professional to assist Financial Advisors at U.S. Bancorp Advisors. You will handle sales,... ...administrative tasks, prepare investment proposals, and help manage client relationships and marketing efforts. The role emphasizes...
- 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 operations...
- 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... ...unique opportunity to work closely with Financial Advisors, providing personalized solutions...Local area
- ...Wealth Management Client Associate Lake Oswego, Oregon To proceed with your application,... ...management and investment products and services for individuals, companies, and institutions... ...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates...Seasonal workWork at officeWork from homeShift workDay shift
$21.25 - $28.32 per hour
...sales, processing, operational, administrative and customer service support to Financial Advisors of U.S. Bancorp Advisors. Performs administrative... ...to the firm's record-keeping requirements, maintaining client files and supplies, answering phones, opening and disseminating...Work at officeLocal area- ...comprehensive wealth management and investment products and services for individuals, companies, and institutions.... ...through investment advice and guidance.Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through...Seasonal workWork at officeWork from homeShift workDay shift
- ...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... ...best investment solutions to meet their financial needs. As a Private Client Advisor in Chase...
$70k - $89k
...You grow our agency through meaningful client relations and acting as a liaison between... ...proactively marketing relevant products and services. Grow your career as you better... ...help customers with their insurance and financial services needs, including Auto Insurance...For contractorsWork at officeFlexible hours$45k - $55k
...Customer Service Associate Dext Capital is a national, innovative, financial services company headquartered in the Portland Metro area. Dext offers an exceptional... ...of our financial services to effectively assist clients and provide accurate information. Process...Work at office- ...comprehensive wealth management and investment products and services for individuals, companies, and institutions.... ...investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through...Seasonal workWork at officeWork from homeShift workDay shift
$126k - $182k
...Manager to join our Transaction Advisory Service team within our Financial Advisory Services team. This is a... ...advisory services to our clients to meet their complex financial needs... ...Care and Teach philosophy, helping associates meet their professional goals Successful...Local areaShift work$179k - $262k
...assurance firm with a global presence in key U.S. and world financial centers. We provide professional services across audit, tax, and transaction advisory, and are... ...‑side and sell‑side transactions. Communicate with clients to deliver exceptional service. Participate in...$65k - $95k
...ROLE DESCRIPTION: As a Customer Service Representative - State Farm Agent Team Member... ...will generate the kind of exceptional client experiences that reinforce the growth of... ...help customers with their insurance and financial services needs, including Auto Insurance...Hourly payFor contractorsWork at office- ...DC has built a reputation for both superior customer service and expert craftsmanship. Our clients rely on us to convert their dreams into reality, and... ...: We are looking for a motivated Client Relations Associate to call and qualify contacts that have expressed an interest...Temporary workWork at officeLocal area
$17 - $30 per hour
...Front End Service Associate $17.00 - $30.00/hr* Part time Full time Shift may start between 8:00am - 4:00pm Role summary Front End Service... ...and thank customers, process returns / refunds, and carry out financial transactions. Always ready to help with customer questions...Full timePart timeWorldwideShift workWeekend workAfternoon shift
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