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
$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- 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- ...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...SuggestedWork at office
- .... 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...Suggested
$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$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- ...guided by a common purpose to help make financial lives better through the power of every... ...Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...paths - whether shaped by military service, community college education, or a wide...Full timeWork at officeFlexible hoursDay shift
$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$50k - $65k
...Client Associate Delivers more independent client support, handling complex service tasks, supporting renewals, and responding to client questions with limited oversight... ...limited oversight. Supports entry-level financial analysis, claims & utilization reporting, and...Temporary workInternshipLocal areaFlexible hours- ...Description Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll... ...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
$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- ...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- ...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
$126k - $182k
...Manager, Transaction Advisory Service We are currently searching... ...Service team within our Financial Advisory Services team. This... ...transaction advisory services to our clients to meet their complex... ...and Teach philosophy, helping associates meet their professional goals...Shift work$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- ...insurance ABOUT OUR AGENCY: Our agency has a proud history of service, with our legacy office thriving for 11 years and our MOA... ...you! State Farm agents market only State Farm insurance and financial service products. Responsibilities: Establish...For contractorsWork at officeLocal area
$55k - $95k
.../ Finance Compensation: $55K-$95K DOE Location: Lake Oswego, OR Our client specializes in Commercial Insurance & Surety, providing comprehensive services to a range of industries including heavy industrial, civil and general construction, forest...Flexible hours- ...common purpose to help make financial lives better through the power... ...Growth and delivering for our clients, teammates, communities and... ...- whether shaped by military service, community college education,... ...responsibilities for managing associates. At Bank of America, all managers...Full timeWork at officeFlexible hoursWeekend workDay shift
$18 - $20 per hour
...dependable, detail-oriented Account Associate to join our team. In this... ...tasks, communicate with clients, coordinate with underwriting... ...Excellent communication and customer service abilities. Ability to... .... This busy insurance and financial services office has a passion...Hourly payFor contractorsWork at officeFlexible hours- ...Company Overview: MassMutual is a global, diversified financial services organization whose companies offer a broad portfolio of asset management... ...-term needs of our individual, corporate, and institutional clients. A career with MassMutual Oregon, a general agency of...Full timeLocal area
$140k - $202k
...making us a leader in the insurance and financial services industry. Our mission is to provide... ...strategic thinking partners for our client and customers. To succeed, we need self... ...communicative. Jared R. Levy and Associates, insurance staff counsel for State Farm...Full timeWork at officeLocal areaImmediate startRemote work$50k - $75k
...We're Hiring! We are a very busy office and are looking for our next great team member. This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are an established, growth-oriented agency...Work at office- ...Private Client Advisor Location: 16210 SW Bryant Road, Lake Oswego Oregon Job Summary... ...Affluent client base with planning and financial wellness as the basis of their... ...will be the primary provider of investment services to KeyBank Mass Affluent clients by providing...Bank staffWork at officeFlexible hoursNight shift
- ...Market Financial Center Manager Lake Oswego, Oregon To proceed... ...Growth and delivering for our clients, teammates, communities and... ...- whether shaped by military service, community college education,... ...responsibilities for managing associates. At Bank of America, all managers...Work at officeFlexible hoursShift workWeekend workDay shift
$40k - $50k
...Account Associate As an Account Associate for Dave Milloy - State Farm Agent, you are... ...proactively marketing relevant products and services. Responsibilities: Manage customer... ...help customers with their insurance and financial services needs, including Auto Insurance...For contractorsWork at officeRemote work- ...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 office
$70k - $80k
...performance Health insurance Paid time off Role Description As a Financial Services Representative - State Farm Agent Team Member with Kristin... ..., and market appropriate products and services. Provide clients with financial planning and investment advice (if you have...Full timeFor contractors
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