Client Service Associate - Finance
$55k - $70kFisher Investments Careers
Do you want a career with a firm that's changing the industry? As an International Client Services Associate, you'll become part of our bustling International Private Client Group and focus on clients based out of the United Kingdom. You'll help our UK clients while also developing skills to build a unique and rewarding lifelong career. We hire from all majors because diversity makes us better. The Opportunity: You will work with your UK Client Services colleagues in the US and UK to help our high-net-worth clients. You'll directly improve our customers' experience by managing all operational aspects of the relationship. You'll work with multiple internal departments ranging from portfolio management to sales. Through your daily efforts, you'll enjoy myriad opportunities to learn about our organization and determine your career path. You'll report directly to your Team Leader who coaches you and supports your development. This onsite position is located in Camas, WA. The Day-to-Day: * Communicate with high-net-worth UK clients and our partner firms in the US and UK * Work with Investment Counselors to fulfill operational requests from clients * Help onboard new clients by establishing new accounts and resolving documentation and transfer issues * Provide long-term account maintenance for existing UK clients Your Qualifications: * Bachelor's degree, or equivalent combination of education and experience * Demonstrated interest in client service and operations activities * Commitment to maintain quality of work while sticking to a timeline * You meet challenges head-on - you learn from your setbacks and work towards improvement * You are engaging and can connect with a wide array of audiences by phone and email Compensation: * $55,000 - $70,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience * Eligible for a discretionary bonus based on firm and individual performance Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: * 100% paid medical, dental and vision premiums for you and your qualifying dependents * A 50% 401(k) match, up to the IRS maximum * 20 days of PTO, plus 10 paid holidays * Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care * This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
$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... ...from women, people of color, and other groups traditionally underrepresented in finance. #J-18808-Ljbffr TalentLink SolutionsSuggestedWork at officeHome office- ...Job Description Job Description Client Service Associate Client Service Associate Position Overview We are seeking a Client Service... ...decisions. Qualifications ~ Bachelors degree in Accounting, Finance, Business, or related field, or equivalent work experience....SuggestedOngoing contractWork experience placementWork at officeLocal area
- 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
- Brighton Jones is seeking a dedicated administrative professional to join their Client Service team in Portland, Oregon. The ideal candidate will support lead advisors by preparing documentation, managing client data, and ensuring exceptional service. This full-time role...SuggestedFull timeWork at office
- What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not...SuggestedPart timeWork at officeImmediate start
- ...At Brighton Jones, we’re a purpose‑drive, client‑focused team committed to helping... ...#OneTeam. As a critical member of the Client Service team, you will work closely with lead advisors... ...degree desired; Business, Economics, Finance, or Accounting degree preferred Self‑motivated...Hourly payFull timeSummer workWork at officeLocal areaImmediate startMonday to FridayFlexible hours
- Stifel is looking for a Client Services Associate in Portland, Oregon. The role involves assisting Financial Advisors with opening and maintaining client accounts, performing administrative duties, and providing overall customer service support. The ideal candidate should...Work at office
- Stifel Financial Corp. is looking for a Client Services Associate in Portland, Oregon to assist Financial Advisors with client account management and provide various administrative support. Responsibilities include maintaining client records, processing requests, and delivering...Work at office
$70k - $80k
...Job Description Job Description Providing exceptional service to our clients starts with investing in exceptional people! If you're interested... ...we are nice to each other. The Senior Client Service Associate Role The Client Service Associate performs operational...Temporary workWork at officeWork from homeMonday to Friday$80k - $95k
...modernize workflows, adopt new tools, and expand advisory services. If you’re curious, adaptable, and excited to be part of... ...journey, you’ll thrive here. We’re looking for a Client Accounting Senior Associate to support our growing department with strategic insight...Live inLocal areaImmediate startRemote workFlexible hours$1,200 per month
...Job Description Job Description Salary: Depends On Experience Client Service Associate (CSA) Be the Operational Heart of the Client Experience The Client Service Associate (CSA) plays a key role in supporting both the client experience and daily operations...Hourly payFull timeTemporary workWork at officeHome officeMonday to FridayFlexible hours$80k - $130k
...United States with high-net-worth clients living in the UK? Come join... ...Investment Counselor to service a roster of high-net-worth clients... ...your opportunity to use your finance experience to better the... ...research teams, client service associates, and renowned sales team to give...Work experience placementWork at officeWork from home$80k - $95k
Perkins & Co in Portland, OR is hiring a Client Accounting Senior Associate to modernize workflows and expand advisory services. Candidates should have a Bachelor’s degree, 5+ years in accounting, and QuickBooks certification. This role offers flexibility in work arrangements...Remote job$19 - $21 per hour
Riverview Bank is seeking a part-time team member in Gresham, Oregon, to provide customer service and process transactions while promoting the Riverview brand. The ideal candidate will have a high school diploma and 6 months of customer service experience. Responsibilities...Part time$25.49 - $31.15 per hour
...Client Relationship Consultant Location: 300 E Powell, Gresham, OR 97030 Client Relationship Consultants build relationships with... ...educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals...Temporary work$21.68 - $26.5 per hour
## Client Relationship Consultant 2 (Banker) - Cherry Park Market Center - Troutdale, OR (30 hrs)Applylocations: Troutdale, ORtime type... ...educating clients on available deposit and loan products and services, and recommending solutions based on each customer’s unique goals...Temporary workLocal area$170k - $210k
...independent fiduciary legally bound to act in our clients' best interests — always. Mercer... ...-wide business development and client service efforts. The Partner, Sr. Wealth Advisor... ...preferably in Business, Economics, Accounting, or Finance); Master's degree a plus. Experience 5–15...Temporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$100k
...looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage... ...team that provides sales support, client service, marketing, research and more. You will... ...in advanced phone sales techniques, finance, capital markets and portfolio management...Work at office$19.23 - $28.37 per hour
...Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. Focus on client servicing and transaction support (70%) and engage clients in deeper conversations to uncover needs and provide guidance and solutions to...Hourly payWork experience placementWork at officeDay shift- ...Flexible and Remote- Client Service Rep Are you ready to break free from the conventional 9-to-5 and design a life that truly reflects your ambitions? Here's your chance to be your own boss, create your schedule, and live the life you've always imagined. Join us and...Remote jobFlexible hours
$18.56 per hour
...Retail Service Associate Comcast brings together the best in media and technology. We drive innovation to create the world's best entertainment and online experiences. As a Fortune 50 leader, we set the pace in a variety of innovative and fascinating businesses and...Work experience placement$18.56 per hour
Job Summary The Retail Service Associate supports the store team in delivering a best‑in‑class customer experience across mobile, operational, and transactional activities. This role serves as a go‑to technical and operational resource, helping to maintain a clean and efficient...Hourly payWork experience placement- ...a flexible position focusing on securing families' financial well-being. In this role, you will conduct virtual consultations with clients, assess their needs, and maintain strong client relationships through regular check-ins. The position offers advancement based on performance...Remote jobWeekly payWork from homeFlexible hours
- Globe Life AIL - Lisa Russel is seeking a Client Benefits Service & Sales Representative for a fully remote position. This role emphasizes flexibility and exceptional client support while allowing candidates to create their own work schedule. Ideal candidates will possess...Remote jobFlexible hours
- ...opportunities, expanding products and services, or providing clients with more stability. Job Summary As... ...& Experience Bachelor’s degree in Finance, Business, or equivalent work experience... ...Information Seniority level: Associate Employment type: Full-time Job function...Full timeWork experience placement
- A leading financial services firm is seeking a Private Client Advisor in Portland, Oregon. In this role, you will offer comprehensive financial planning and advice to individuals and families at various financial stages. Your responsibilities include building client relationships...
- ...close-knit, dedicated team serving investment management needs of clients in Portland and beyond. Our office is located in Clackamas off... ...seeking a self-starting professional for our full-time Client Services Coordinator position with preference to someone with financial...Full timeWork at officeMonday to Friday
- Overview Are you truly service oriented? Do you know how to take care of people? Responsibilities... ...keep management systems up-to-date with client information educate clients on account... ...experience in client service, within the finance sector Qualifications Bachelor degree...Full timeWork at officeFlexible hours
$40k - $60k
...branch serving financial advisors and our clients. We offer training, development and... ...you. What is the opportunity? As a Client Associate/Registered Client Associate, become a trusted... ..., people, organizational, and client service skills Attention to detail coupled with...Full timeFlexible hours$40k - $60k
RBC Capital Markets, LLC is seeking a Client Associate/Registered Client Associate in Portland, Oregon. In this role, you'll support financial advisors by managing client inquiries, maintaining account records, and ensuring compliance standards. A Bachelor's degree or...
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