Client Success Associate — CPA Firm Onboarding
Creative Financial Staffing, LLC
Creative Financial Staffing, LLC is seeking a Client Service Associate in Portland, Oregon. In this role, you will manage client onboarding and communication, serving as the primary contact for clients while supporting internal accounting teams. This high-visibility position offers opportunities for professional growth and competitive compensation, ideal for candidates with a degree in Accounting or a related field and prior client-facing experience. #J-18808-Ljbffr Creative Financial Staffing, LLC
- ...10677899 Job Category Client Advisory Business Unit... ...potential as a Client Associate at J.P. Morgan Advisors... ...respected financial firms. Embrace the challenge... ...responsibilities Own the client onboarding and account... ...licenses upon hire or must successfully obtain within 180 days...SuggestedFull timeLocal area
$70k - $90k
...are seeking an experienced Client Services Associate to be part of delivering exceptional... ...for the right fit. As a successful candidate, you are... ..., and professional manner Onboard new clients; gather and organize... ..., and progressive firm Passion for creating impact...SuggestedWork at officeHome office$145k
...Description Job Description Audit Manager | Independent Boutique CPA Firm | Portland, OR Location: Hybrid — Portland, OR (3 days in... ...in the region — a deep mix of commercial and governmental clients spanning construction, technology, manufacturing, real estate,...SuggestedWork at officeLocal areaFlexible hours- 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
- Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)... ...Leading with a client first mindset, a successful candidate for this role will have strong... ...and new platformsParticipating in firm initiatives (e.g., training or education...SuggestedPart timeWork at officeLocal area
- Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)... ...Leading with a client first mindset, a successful candidate for this role will have strong... ...and new platforms Participating in firm initiatives(e.g., training or education...Part timeWork at officeLocal area
- Client Service Associate Position Overview We are seeking a Client Service Associate to deliver exceptional... ...status tracking. Support engagement onboarding and offboarding processes, ensuring... ...and ensure consistency with firm standards. Monitor and optimize internal...Work experience placementWork at office
$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 and advisory services Be the primary... ...Gain experience across client onboarding, operations, and workflow coordination...$70k - $80k
...exceptional service to our clients starts with investing... ...factor to our success is our unique team structure... ...Senior Client Service Associate Role The Client... ...documentation related to client onboarding and ongoing... ...all activities in the firm's CRM in a timely and...Temporary workWork at officeWork from homeMonday to Friday$80k - $100k
We are a small, local, relationship-focused CPA firm seeking an experienced tax professional who enjoys hands‑on tax work, problem‑solving, and direct client interaction. This role is ideal for someone who prefers preparing and reviewing returns, resolving tax issues, and...Temporary workLocal areaRemote work- ...employees embody the values that drive us to support each other, our clients, and our communities. Join us to pursue your passion and... ...with every interaction internally and externally. Complete onboarding training curriculum as directed. Qualifications H.S. Diploma -...Full timeContract workPart timeInternshipLocal area
- ...The ideal candidate will have a Bachelor's degree in accounting, CPA certification preferred, along with 7+ years of leadership... ...experience. Strong communication and analytical skills are essential for success in this fully onsite position. Benefits include insurance...Work at office
$80k - $100k
Shields Tax & CPA, PLLC in Vancouver, Washington is seeking an experienced tax professional... ...their small, relationship-focused CPA firm. The role involves preparing and reviewing... ...returns, resolving tax issues, and advising clients directly, rather than managing teams. The...$75k - $100k
...This Financial Operations Associate role is built for that... ...performing investment management firm. You’ll execute trades... ..., support account onboarding and maintenance activities... ...responsiveness throughout the client and operational experience. Success here requires someone who...Work at officeLocal area- A leading recruitment agency is seeking a CPA professional with at least 3 years of public... ...experience. The role involves managing client engagements, ensuring quality service delivery... ...in this position, contributing to the firm's operational performance. #J-18808-Ljbffr...
$40k - $60k
...branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a... ..., research and resolve problems, onboard new accounts, process and maintain... ...difference to our communities, and achieving success that is mutual. A comprehensive...Full timeFlexible hours$119.5k - $329.5k
Who We Are FTI Consulting is the leading global expert firm for organizations facing crisis and transformation. We work with many of... ...day-to-day activities of engagements including interactions with client personnel, audit and advisory professionals, and other groups within...Full timeWork at office- ...a meaningful impact? At Brighton Jones, we’re a purpose‑drive, client‑focused team committed to helping individuals live richer lives... ...and growth; prepare and process documentation related to client onboarding, implementation, and on‑going client maintenance Act as a...Hourly payFull timeSummer workWork at officeLocal areaImmediate startMonday to FridayFlexible hours
- What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening... ...goals, manage expectations appropriately and use firm's resources efficiently. Using logic and reasoning to identify...Part timeWork at officeImmediate start
- 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-...Full time
$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$65k - $70k
...Accountant to join their dynamic team. The role involves completing tax and audit engagements, conducting business research, and fostering client relationships. Ideal candidates will hold a Bachelor’s degree in accounting or finance and possess strong communication skills. The...Remote jobFlexible hours- ...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
- DEMAND.com in Portland, Oregon, is seeking a Customer Success Manager to develop and nurture client relationships for successful campaigns. The role requires excellent communication skills and a minimum of two years' experience in account management or customer service....
$125k - $185k
...seeking an attorney to build sophisticated estate plans for high-net-worth clients in Portland, Oregon. This role involves working alongside experienced attorneys in a respected boutique law firm known for thoughtful, client-focused counsel. The position offers a...$35 - $40 per hour
Yellowstone Local is proud to represent Caliber Plumbing & Mechanical, an industry leader in mechanical and plumbing solutions. If you’re not just looking for a job, and you want to run the numbers and run the show. If you’ve got construction accounting chops and a sharp...Hourly payWork at officeLocal areaNight shiftWeekend work- ...Your role Are you truly service oriented? Do you know how to take care of people? We’re looking for a client associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help with the preparation of reports...Full timeWork at office
$110 - $120 per hour
...with cross-functional teams to ensure compliance with US GAAP standards. The ideal candidate has a Bachelor's degree in Accounting, a CPA certification, and at least 5 years of accounting experience. The job offers a pay range of $110 to $120 per hour along with...Hourly pay- ...agency in Portland, is seeking a Controller to manage internal financial statements and lead the accounting team. This role requires a CPA and over 10 years in accounting leadership. You will oversee cash management, financial analysis, and ensure compliance with GAAP....Remote job
$35 - $40 per hour
...financially organized and on track, this is an opportunity to join a stable and growing team where your work directly supports project success. What’s in It for You? ~ Pay ranging from $35 to $40 per hour, based on experience ~ Consistent 4-day workweek with 10-hour...Hourly payPermanent employmentFull timeFor contractorsWork at officeLocal areaShift workWeekend work3 days per week
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