Wealth Management Client Services Associate
Sanctuary Wealth Group LLC
NBC Capital Advisors, based in Beaverton, Oregon, is hiring a Client Associate for full-time, in-office work. The successful candidate will provide exceptional client service, manage office communication, and support retirement plan administration. The role requires strong customer service and organizational skills, proficiency in Microsoft Outlook and Excel, and a professional demeanor. Join a dedicated team in a growing independent wealth management firm with nearly $1 billion in assets under management. #J-18808-Ljbffr
- ...NBC Capital Advisors, a wealth management firm in Beaverton, Oregon, is seeking a Client Associate. This full-time position involves supporting daily operations, answering client queries, and assisting in retirement plan administration. The ideal candidate is customer...SuggestedFull time
- 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
- Morgan-Stanley is seeking a Client Service Associate in Lake Oswego, Oregon, to provide exceptional service to clients and support Financial Advisors... .... You will help build trusted relationships with clients, managing a variety of administrative tasks including communication,...Suggested
$30 - $45 per hour
...Client Service Associate (Remote) Capitol Family Office is a fully remote boutique financial advisory... ...'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,...SuggestedFor contractorsWork at officeRemote workMonday to Friday$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...SuggestedWork at office$70k - $80k
...Description Providing exceptional service to our clients starts with investing in exceptional... ...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...Temporary workWork at officeWork from homeMonday to Friday- ...Client Service Associate Client Service Associates provide exceptional service to our clients and... ...support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis.... ...and/or other duties directed by local management Administrative Support: Covering...Part timeWork at officeLocal area
$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- 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 FAs/PWAs/teams as needed)Managing the calendar including coordinating...Part timeWork at officeLocal area
$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...Temporary workWork at officeWork from homeMonday to Friday- ...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...Temporary 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... ...to providing clients with sustainable investment management, personalized financial planning, and innovative strategies...Work at officeHome office$75k - $95k
...Client Service Associate (CSA) Located in SE Portland Salary: $75,000-95,000 depending on experience Why This Opportunity Stands Out: Be the central connector between clients, accountants, managers, and leadership—your work is visible and valued Work in a firm that trusts...$85k - $95k
...Client Service Associate Salary: $85,000–$95,000 Why This Opportunity Stands Out Work directly with a CPA firm, gaining valuable exposure to accounting... ...Key Responsibilities for the Client Service Associate Manage client onboarding and offboarding processes Serve as the...- 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
- 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...
- What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening... ...to the attention of the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee activity or behavior...Part timeWork at officeImmediate start
- Client Service Associate Position Overview We are seeking a Client Service Associate to deliver exceptional service and operational support to our client-facing teams. The role is responsible for managing client communications, coordinating CRM data and workflows, and...Work experience placementWork at office
- PowerToFly is looking for a Client Service Associate to provide exceptional service to clients and support Financial Advisors in Lake Oswego, Oregon... ...client relationships, executing transactions, and managing administrative tasks in a fast-paced environment. Candidates...
- Bank of America is seeking a Client Service Associate for its Wealth Management division in Portland, Oregon. This role supports Financial Advisors by providing client service and education on banking offerings, ensuring a premium client experience. Candidates should possess...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
- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...Seasonal workWork at officeWork from homeShift workDay shift
- ...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
- 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
$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...- ...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...
- Aldrich is seeking a Client Services Specialist to provide exceptional service to clients. The role requires managing Schwab accounts, coordinating onboarding, and ensuring effective communication. The ideal candidate will have at least 3 years in a similar role and strong...Full timeWork at office
- 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
- ...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...
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