Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Client Service Associate

Allworth Financial

Allworth Financial is looking for a full-time Service Associate to work in Portland, OR. This role requires strong client-facing communication skills, a background in financial services, and the ability to efficiently manage client requests and appointments. The ideal candidate will have 2–5 years of experience, attention to detail, and proficiency in CRM and Microsoft Office. Excellent benefits are offered, including medical, dental, vision insurance, and a generous 401(k) plan. #J-18808-Ljbffr Allworth Financial

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Financial Client Service Associate in Portland, OR vacancy
  • $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... 
    Suggested
    Work at office
    Home office

    TalentLink Solutions

    Portland, OR
    4 days ago
  • $60k - $68k

    Allworth Financial in Vancouver, WA is seeking a full-time Service Associate to support our financial advisors and enhance client experiences. The ideal candidate has a strong background in financial services, excellent communication skills, and a commitment to service... 
    Suggested
    Full time

    Allworthfinancial

    Vancouver, WA
    2 days ago
  •  ...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... 
    Suggested
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Lake Oswego, OR
    7 days ago
  •  ...founder, Danny Harlow, who has been guiding clients in retirement planning since 1973. The firm...  ...retirement goals with confidence and clarity. Client Service Associate Harlow Wealth Management | Hybrid | Full‑Time Grow Your Financial Services Career with Harlow Wealth... 
    Suggested
    Full time
    Work at office

    Harlow Wealth Management Inc

    Vancouver, WA
    2 days ago
  •  ...Jackson Hewitt - JobID: 100-168291359 [Customer Service Representative] As a Client Support Associate at Jackson Hewitt, you'll: Be the friendly face for all those who visit the offices, ensuring exceptional client experiences and providing essential support; Actively... 
    Suggested
    Immediate start

    Jackson Hewitt

    Portland, OR
    2 days ago
  •  ...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... 
    Full time
    Work at office

    Sanctuary Wealth Group LLC

    Beaverton, OR
    2 days ago
  •  ...Providing exceptional service to our clients starts with investing in exceptional people! If you...  ...interested in developing your career in financial services, Coldstream has a fantastic...  ...other. The Senior Client Service Associate Role The Client Service Associate performs... 
    Temporary work
    Work at office
    Work from home
    Monday to Friday

    ColdStream Inc

    Portland, OR
    15 hours ago
  • $92.36k - $123.16k

     ...Source, develop, and deliver business related products/services for our existing & new business banking clients. Focus on the production of new loan, deposit, &...  ...Stability NBT has built a reputation as a stable financial institution by growing our people and our business... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work visa
    Flexible hours

    NBT Bank

    Portland, OR
    2 days ago
  • $90k - $140k

     ...working in the United States and looking to service clients living in Canada? Come join our firm...  ...to wear the "many hats" of a typical Financial Professional. No prospecting required....  ...research teams, client service associates, and renowned sales team to give our clients... 
    Work at office
    Work from home

    Fisher Investments

    Fairview, OR
    3 days ago
  • $19.03 - $25.69 per hour

     ...our mission of making communities healthier. Position Summary A Financial Counselor maintains and processes all assigned patient...  ...portion of patient's bill based on expected length of stay and services rendered, ensuring final accounting of self‑pay amount is within... 
    Hourly pay
    Full time
    Work at office
    Local area
    Immediate start
    Weekend work
    Day shift

    LifePoint Health

    Vancouver, WA
    2 days ago
  • $26.5 - $45 per hour

     ...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... 
    Hourly pay
    Full time
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Portland, OR
    1 day ago
  • $80k - $135k

     ...provided roster of high-net-worth clients. Since 1995, Fisher...  ...separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity...  ...research teams, client service associates, and renowned sales team to give... 
    Work experience placement
    Work at office
    Work from home

    Fisher Investments

    Lake Oswego, OR
    1 day ago
  •  ...comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. Our focus is to partner...  ...at all levels, trains and mentors new associate wealth advisors and client service associates Qualifications Bachelor’s... 

    Mariner

    Vancouver, WA
    3 days ago
  • $70k - $80k

     ...the next step in your wealth management career as our client’s next Senior Client Service Associate. In this role, you will be highly detail-oriented as...  ...Qualifications 3+ years of experience in a similar role within financial services. Series 65 or 66 highly preferred.... 
    Temporary work

    Boly:Welch

    Portland, OR
    2 days ago
  • Morgan Stanley is seeking a Registered Service Associate to provide operational support and oversee daily functions including document maintenance, money movement, trade support and approvals. You will resolve issues using available resources and escalate as needed. The... 

    Morgan Stanley

    Lake Oswego, OR
    1 day ago
  • Coldstream in Portland, Oregon, is seeking a Senior Client Service Associate to enhance the client experience in wealth management. You'll handle documentation and serve as the primary contact for clients in a hybrid work environment. This role requires 3+ years of client... 
    Work at office

    Coldstream

    Portland, OR
    2 days ago
  • $68.64k - $80k

     ...LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients needs. This exciting opportunity at Mechanics Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial.... 
    Work at office
    Local area

    LPL Financial

    Portland, OR
    3 days ago
  •  ...Job Description Job Description Client Service Associate Client Service Associate Position Overview We are seeking a Client Service...  .... ~3+ years of experience in public accounting, tax, financial services, legal or other professional services environment... 
    Ongoing contract
    Work experience placement
    Work at office
    Local area

    Cybercoders

    Portland, OR
    18 days ago
  • $20 - $27 per hour

     ...About the Role Provide excellent client service by immediately acknowledging inquiries, identifying...  ...and prospects in client and business financial reviews to provide solutions, uncover...  ...with employer match for qualifying associates. Employee assistance program. Life insurance... 
    Hourly pay
    Immediate start

    Columbia Bank (WA, OR & ID)

    Portland, OR
    4 days ago
  • $20.67 - $31.25 per hour

     ...communities. Personal Bankers engage clients in deeper conversations to...  ...to assist in client's financial wellness both in person and through...  ...important than financial services experience. KeyBank provides...  ...Understanding and managing risks associated with banking operations and... 
    Hourly pay
    Work experience placement
    Day shift

    Key Bank

    Beaverton, OR
    5 days ago
  • $20 - $27 per hour

     ...for delivering an exceptional client experience by adhering to the...  ...appropriate products and services, and referring the client to...  ...clients and prospects in client financial review(s) and business financial...  ...match for qualifying associate contributions. Employee assistance... 
    Hourly pay
    Immediate start

    Columbia Bank (WA, OR & ID)

    Lake Oswego, OR
    4 days ago
  •  ...Personal Banker Full-time Company Description Financial Services Job Description The personal banker actively develops new...  ...bank deposit and loan products and services. Actively refers clients for brokerage products to Financial Specialist or the appropriate... 
    Full time

    Direct Staffing Inc

    Portland, OR
    1 day ago
  • $21.25 - $28.32 per hour

     ...businesses we serve to make better and smarter financial decisions and enabling the communities...  ..., administrative and customer service support to Financial Advisors of U.S. Bancorp...  ...record-keeping requirements, maintaining client files and supplies, answering phones,... 
    Temporary work
    Work at office

    U.S. Bank

    Portland, OR
    13 hours ago
  •  ...elite training in safety and security. We are seeking customer service driven individuals for security positions. We have a dedicated...  ...security entrances / exits. Conduct patrols inside / outside the client’s premises, potentially in various weather conditions and in... 
    Weekly pay
    Full time
    Shift work
    Weekend work

    Caliver Beach Mortgage

    Vancouver, WA
    1 day ago
  • $20 - $29 per hour

     ...Bankers build meaningful, long-term client relationships by exhibiting Breakthrough Client Service Standards and providing...  ...to help clients achieve their financial goals. This includes offering sound...  ...Client Service Standards.Primary associate in the branch to open new... 
    Weekend work

    Columbia Banking System

    Portland, OR
    2 days ago
  • $70k - $80k

     ...over $10.6 billion for 1000 clients, including individuals and families...  ...The Client Relationship Associate (CRA) position is a full-time...  ...providing a positive client service experience while developing and...  ...degree with 3-5 years financial industry experience preferred... 
    Full time
    Work at office
    Remote work

    Ferguson Wellman and West Bearing

    Portland, OR
    2 days ago
  • $20 - $29 per hour

     ...Bankers build meaningful, long-term client relationships by exhibiting Breakthrough Client Service Standards and providing...  ...to help clients achieve their financial goals. This includes offering sound...  ...Client Service Standards. Primary associate in the branch to open new... 
    Weekend work

    Columbia Bank (WA, OR & ID)

    Portland, OR
    2 days ago
  • $19 - $22.88 per hour

     ...At Heritage Bank we are committed to delivering exceptional financial services to our customers. The Tanasbourne Branch is seeking a bank teller...  ...schedule. May be exposed to potential risk and hazards associated with criminal activity (e.g., robbery and/or attempted robbery... 
    Hourly pay
    Full time
    Part time
    Work at office
    Monday to Friday
    Flexible hours
    Shift work

    Heritage Bank

    Beaverton, OR
    5 days ago
  • $65k - $82k

     ...Client Associate (Wealth Management) Location: Beaverton, Oregon Work Model: Full-Time | In...  ...the Role - We are seeking a motivated, service-oriented Administrative Assistant to join...  ...plan participants navigate their financial lives with confidence. As fiduciaries,... 
    Full time
    Work at office
    Monday to Friday

    Sanctuary Wealth Group, LLC

    Beaverton, OR
    5 days ago
  • $18 - $22 per hour

     ...first point of contact for most clients, Tellers play a key role in...  ...bank's Breakthrough Client Service Standards. With guidance from...  ...Discuss and uncover customer's financial needs to identify and offer...  ...with clients and other bank associates. Be a part of a bank that... 
    Night shift

    Columbia Bank (WA, OR & ID)

    Portland, OR
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Client Service Associate. Be the first to apply!