Wealth Client Support Specialist
Fidelity Investments Inc.
Fidelity Investments Inc. is seeking a Client Support Specialist in Portland, Oregon. In this role, you will enhance relationships with high net worth clients and drive business development opportunities. You must have Series 7 certification and experience in financial services. The ideal candidate will exhibit strong customer service, communication, and problem-resolution skills while collaborating with internal teams to deliver excellent client support. #J-18808-Ljbffr Fidelity Investments Inc.
- ...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 be...SuggestedWork at office
$24.18 - $32.21 per hour
U.S. Bank in Gresham, Oregon, is looking for a Service and Support Representative to engage with Wealth Management clients. This role entails handling client calls, problem resolution, and ensuring client satisfaction. The ideal candidate should have an Associate degree...SuggestedHourly pay- ...Key Responsibilities Engage with client inquiries across email, phone, and messaging channels with timely, polished communication. Support travelers with booking updates, modifications, cancellations, and special requests. Provide accurate, up-to-date insights...SuggestedRemote work
$22.5 - $30 per hour
...decisions and enabling the communities we support to grow and succeed. We believe it takes... ...professionally with colleagues, stakeholders, and clients. Demonstrate adaptability and attention... ...met - Has a deep understanding of the Wealth Management Advisor's business model,...SuggestedTemporary workLocal area- Columbia Bank in Portland, Oregon, is seeking a Client Relationship Manager to oversee corporate and commercial deposit clients. The... ...manage multiple tasks effectively. We offer a competitive benefits package and a supportive work environment. #J-18808-Ljbffr Columbia BankSuggested
- American Income Life Insurance Company is looking for a driven individual to join their team in Portland, Oregon. In this customer service role, you will assist members in understanding their benefits and guide them through available options. Strong communication skills...Remote job
- Morgan Stanley is seeking a Senior Client Services Administrator in Portland, Oregon, to provide high-level support for Sales Consultants. This role includes managing calendars, scheduling meetings, and preparing client communications. The ideal candidate will have at...Work at office
- ...travel agency is seeking a Home-Based Travel Assistant to help clients throughout their travel journey. This role involves responding... ...passion for travel. This is a fully remote position with a flexible schedule that supports work-life balance. #J-18808-Ljbffr DreamstravelcrRemote jobWork from homeFlexible hours
$110k - $120k
A leading financial advisory firm is seeking an Associate Wealth Advisor in Portland, Oregon. This role involves developing financial plans and requires strong interpersonal and analytical skills. Candidates should have a Bachelor's Degree, Series 65, and 2+ years of financial...Remote job- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients... .... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive... ...and families. Your expertise will support a wide range of clients, from those just...
- ...Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... .... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive... ...individuals and families. Your expertise will support a wide range of clients, from those just...
- ...Key Account Support Specialist As a Key Account Support Specialist, you will play a pivotal role in driving client success. Your primary responsibilities will include directing client annual review process to customers. You will work closely with Key Account Managers...Work at officeFlexible hoursShift work
- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients... ...As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive... ...individuals and families. Your expertise will support a wide range of clients, from those just...
$70k - $93.5k
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion as... ...and deliver tailored financial plans to clients within the region. This role focuses on developing... ...strategies and track progress.Team Support & Process ImprovementProcess Management:...Temporary workWork at office- JPMorgan Chase Bank, N.A. is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and advice to individuals and families. You will leverage a broad product platform and strong relationship skills to develop tailored investment...
- ...experience, providing enhanced value that delivers results for our clients and partners. We're on the lookout for passionate... ...and make a significant impact. Job Overview The Retail Support Specialist (RSS) delivers hands-on, frontline support to AT&T customers...Flexible hoursAfternoon shift
- ...RCCC is a 501(c3) non-profit with a mission to support recovery by empowering people through an ever-growing community of resources, real-time encouragement, and loving, compassion-driven accountability. About this Role The person for this position is responsible for providing...Full timeLocal area
- ...have the perfect job for you! At UCP, we get to know our clients’ life goals and supports utilizing a person-centered approach. We empower them to... ..., casual, open door, and fun. “Supported Living Specialists” help adults who experience developmental disabilities to...Hourly payFull timeCasual workMonday to FridayFlexible hours
- Glisan Post Acute in Portland, Oregon is seeking a Receptionist to provide administrative support and greet visitors. The role primarily involves clerical duties, including managing telephone calls and maintaining the reception area. The ideal candidate should have a high...
$20 - $28 per hour
...Work closely with relationship managers and business partners to keep them apprised and provide primary client relationship, direction and customer service support for corporate and commercial deposit clients. Provide high level of client service for all products and services...Work at officeImmediate start$27.81 - $39.13 per hour
...Peer Support Specialist Print ( Apply Peer Support Specialist Salary $27.81 - $39.13 Hourly Location Multiple Locations... ...Collaboration: Ensure the best possible outcomes for our clients by working collaboratively with community partners, and traditional...Hourly payFull timeInternshipWork at officeLocal areaTrial periodFlexible hoursShift workNight shift3 days per week- ...WKS Restaurant Group is looking for a Service Assistant for its Denny's location in Portland, Oregon. The role involves supporting servers, maintaining cleanliness, and ensuring guest satisfaction. The ideal candidate will assist with table turnover, food delivery, and...Shift workNight shiftWeekend work
$23.33 - $24.03 per hour
...individuals and their families the tools and support they need to be safe and thrive in our... ...worth of every individual, engage our clients and employees with compassion, and bring... ...background. As a Peer Support Specialist, you will provide one-on-one and group peer...Hourly payFull timeContract workTemporary workWork at officeImmediate startTrial periodMonday to FridayFlexible hoursShift workWeekend workAfternoon shift$25 per hour
...DATE PREPARED: July 2026 POSITION TITLE: Healthy Families Bilingual Spanish Family Support Specialist PROGRAM : Healthy Families MANAGEMENT POSITION ___ or CLIENT SERVICES POSITION _x ENTRY SALARY or x HOURLY WAGE : $25.00 includes bilingual differential...Hourly payLocal areaWork from homeFlexible hoursAfternoon shift$21 - $26 per hour
...Work closely with relationship managers and business partners to keep them apprised and provide primary client relationship, direction and customer service support for corporate and commercial deposit clients. Provide high level of client service for all products and services...Work at officeImmediate start- ...Rinnai America Corporation is seeking a Technical Support Specialist to provide remote support in service, installation, and troubleshooting of Rinnai products. The role involves managing repairs, collaborating with various departments, and ensuring high-quality customer...Remote work
- ...Pjaproud is looking for a Lower School Instructional Assistant in Portland, Oregon. This position provides vital support to the classroom teacher and involves assisting in lesson planning, student supervision, and clerical duties. A Bachelor's degree and one year of K-...
- ...Full-Time / Part-Time (Remote) Position Overview Lone Star Lawyers is seeking a reliable and detail-oriented Online Learning Support Specialist to support users of digital learning platforms and ensure a seamless online learning experience. The successful candidate...Full timePart timeRemote workFlexible hours
- ...Job Description Communication is the pulse of Army National Guard units, and it's up to the Signal Support Systems Specialist to ensure the information keeps flowing so the military doesn't miss a beat. Signal Support Systems Specialists are responsible for integrating...Part timeLocal areaWeekend work
$50k
...Job Description Communication is the pulse of Army National Guard units, and it’s up to the Signal Support Systems Specialist to ensure the information keeps flowing so the military doesn’t miss a beat. Responsibilities Integrate signal systems and networks. Perform signal...Part timeLocal areaWeekend work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Client Support Specialist. Be the first to apply!
- part time customer representative Portland, OR
- remote customer service advisor Portland, OR
- client service representative Portland, OR
- bilingual customer service representative spanish english Portland, OR
- technical customer service advisor Portland, OR
- insurance customer service advisor Portland, OR
- bilingual customer support specialist Portland, OR
- online customer service assistant Portland, OR
- client solutions specialist Portland, OR
- customer service associate Portland, OR

