International Client Service Associate
$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
- ...Job Description Job Description Client Service Associate Client Service Associate Position Overview We are seeking a Client Service... ...ensure consistency with firm standards. Monitor and optimize internal workflows and processes to improve efficiency and reduce...SuggestedOngoing contractWork experience placementWork at officeLocal area
- ...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
- AO Garcia Agency is seeking dedicated individuals for a work-from-home position in financial services, aimed at protecting families and helping them secure their financial futures. As part of a compassionate team, you will enjoy the flexibility of remote work while making...SuggestedRemote workWork from home
- ...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
- ...Sanctuary Wealth Group is seeking a Client Associate for wealth management in Beaverton, Oregon. This role involves providing administrative... ...promises professional growth in a supportive environment focused on delivering exceptional client service. #J-18808-Ljbffr...Suggested
- ...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... ...Assist with calendaring functions and internal meeting preparation Your Role - Client Experience...Hourly payFull timeSummer workWork at officeLocal areaImmediate startMonday to FridayFlexible hours
- ...A boutique financial advisory firm is seeking an experienced Client Service Associate to support firm partners in a fast-paced, remote environment. The role involves coordinating client service requests, maintaining digital files, and executing administrative tasks while...Remote workFlexible hours
$30 - $45 per hour
...Client Service Associate (Remote) Capitol Family Office is a fully remote boutique financial advisory firm serving successful business owners,... ...Partner Support • Manage partner calendars, follow-up tasks, and internal checklists • Communicate key updates and task statuses...For contractorsWork at officeRemote workMonday to Friday- ...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...Work at officeLocal area
- Medium is seeking dedicated individuals for a work-from-home opportunity in financial services aimed at protecting families. This role emphasizes making a positive impact and requires strong communication skills, integrity, and the ability to work both independently and...Remote workWork from home
- ...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...
- ...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. Leading...Part timeWork at officeLocal area
- 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...
- 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....
- ...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
$70k - $80k
...Job Description Providing exceptional service to our clients starts with investing in exceptional... ...each other. The Senior Client Service Associate Role The Client Service Associate... ...perform calendaring functions with both internal teams and external clients, prospects...Temporary workWork at officeWork from homeMonday to Friday$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 supporting both the client experience and daily operations at TD Consulting Group. This position serves as a central point of coordination...Hourly payFull timeTemporary workWork at officeHome officeMonday to FridayFlexible 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 impact-focused investment clients across the country. This position is based in our satellite office in Portland, Oregon. Hybrid...Work at officeHome 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
- ...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. Leading...Part timeWork at officeLocal area
$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$100k
...or above and are looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage over the phone with... ...supported by a dedicated team that provides sales support, client service, marketing, research and more. You will report to the Inside Sales...InternationalWork at office- HUB International is seeking an Account Manager, Commercial Lines in Lake Oswego, Oregon. In this role, you will manage client relationships, provide professional service, and execute renewal processes in the insurance sector. Candidates should possess a high school diploma...InternationalWork at office
$103.24k - $133.2k
...investigative demands. Create and maintain effective liaison relationships with federal, state, local, tribal, territorial, and international law enforcement agencies. Maintain a level of physical fitness to ensure the readiness required to perform law enforcement duties...InternationalWork at officeLocal area$167k - $217k
...corporate team by adding an associate with four to six years of experience... .... We advise and counsel clients in a wide range of... ...institutions, consumer products & services, manufacturing, technology,... ...with substantial national and international operations headquartered or...InternationalWork at officeLocal areaFlexible hours$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- ...Experience: 5-7 years of relevant experience Required Travel: Negligible Required Education: High school or equivalent HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion,...InternationalLocal area
$19 per hour
...Enterprise Mobility has an exciting opportunity for an Emerald Club Service Specialist. The Emerald Club Service Specialist will provide... ...located at 7240 NE Airport Way Portland, OR 97218 (Portland International Airport-PDX) and starts at $ 19 / hour plus bonus...InternationalFull timeLocal areaImmediate startShift work$91k - $175k
...family law attorney to serve clients across Whatcom County. This job... .... That means dedicated client services staff who connect you with clients, skilled associates, paralegals, and legal assistants... ...-conflict cases, litigation, international and multi-jurisdictional...InternationalRemote workHome officeFlexible hours$27.5 - $40 per hour
Service Specialist - Electrolyzer Services Position Summary The Service Specialist is... ...customer sites across Europe, with potential international travel. The role requires excellent... ...Education and Experience Associate’s degree or vocational degree in engineering...InternationalHourly payWork experience placementWork at office
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