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

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

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Client Success Associate — CPA Firm Onboarding in Portland, OR vacancy
  •  ...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... 
    Suggested
    Full time
    Local area

    JPMorgan Chase & Co.

    Portland, OR
    11 hours ago
  • $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... 
    Suggested
    Work at office
    Home office

    TalentLink Solutions

    Portland, OR
    2 days ago
  • $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,... 
    Suggested
    Work at office
    Local area
    Flexible hours

    Levelociti

    Portland, OR
    14 days ago
  • 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

    TalentLink Solutions

    Portland, OR
    1 day ago
  • 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... 
    Suggested
    Part time
    Work at office
    Local area

    Morgan-Stanley

    Lake Oswego, OR
    11 hours ago
  • 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 time
    Work at office
    Local area

    PowerToFly

    Lake Oswego, OR
    2 days ago
  • 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 placement
    Work at office

    CyberCoders

    Portland, OR
    2 days ago
  • $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... 

    Creative Financial Staffing, LLC

    Portland, OR
    11 hours ago
  • $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 work
    Work at office
    Work from home
    Monday to Friday

    Coldstream Wealth Management

    Portland, OR
    6 days ago
  • $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 work
    Local area
    Remote work

    Shields Tax & CPA, PLLC

    Vancouver, WA
    1 day ago
  •  ...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 time
    Contract work
    Part time
    Internship
    Local area

    Paychex Deutschland GmbH

    Portland, OR
    1 day ago
  •  ...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

    Boly Welch

    Vancouver, WA
    1 day ago
  • $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... 

    Shields Tax & CPA, PLLC

    Vancouver, WA
    3 days ago
  • $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 office
    Local area

    Boly Welch

    Portland, OR
    11 hours ago
  • 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... 

    Rinvio Recruitment

    Vancouver, WA
    11 hours ago
  • $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 time
    Flexible hours

    Royal Bank of Canada

    Portland, OR
    more than 2 months ago
  • $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 time
    Work at office

    FTI Consulting

    Portland, OR
    1 day ago
  •  ...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 pay
    Full time
    Summer work
    Work at office
    Local area
    Immediate start
    Monday to Friday
    Flexible hours

    Brighton Jones

    Portland, OR
    4 days ago
  • 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 time
    Work at office
    Immediate start

    Stifel Financial Corp.

    Portland, OR
    4 days ago
  • 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

    Sanctuary Wealth

    Beaverton, OR
    4 days ago
  • $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 job
    Contract work
    For contractors
    Work at office
    Monday to Friday

    Capitol Family Office

    Beaverton, OR
    24 days ago
  • $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 job
    Flexible hours

    Novogradac

    Portland, OR
    2 days ago
  •  ...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 work
    Work from home
    Shift work
    Day shift

    Bank of America

    Portland, OR
    1 day ago
  • 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.... 

    DEMAND.com

    Portland, OR
    4 days ago
  • $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... 

    PortlandJobs.net, LLC

    Portland, OR
    4 days ago
  • $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 pay
    Work at office
    Local area
    Night shift
    Weekend work

    Yellowstone Local

    Portland, OR
    4 days ago
  •  ...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 time
    Work at office

    UBS

    Portland, OR
    2 days ago
  • $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

    Aston Carter

    Happy Valley, OR
    11 hours ago
  •  ...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

    Logical Positio

    Portland, OR
    11 hours ago
  • $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 pay
    Permanent employment
    Full time
    For contractors
    Work at office
    Local area
    Shift work
    Weekend work
    3 days per week

    Yellowstone Local

    Portland, OR
    16 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Success Associate — CPA Firm Onboarding. Be the first to apply!