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- ...Columbia River waterfront in Vancouver, WA. As our business grows, we are adding to our team and looking to hire a new Client Relationship Associate. This role supports the business operations and client interactions of an established team of Investment Advisors. Given...SuggestedFull timeWork experience placementWork at office
$25 - $44 per hour
...Client Service Support Representative Merrill Wealth Management is a leading provider of comprehensive... ...Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift$40k - $60k
...integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource... .... What will you do? Build and maintain professional relationships with clients by assisting them and answering account...SuggestedFull timeFlexible hours$40k - $60k
A leading financial services provider in Portland is seeking a Client Associate to support financial advisors while fostering strong client relationships. The successful candidate will utilize their administrative skills to meet compliance standards and assist clients...SuggestedFull time- A boutique investment management firm in Vancouver, WA is seeking a full-time Client Relationship Associate to join their team. This position, based in an office by the Columbia River, involves organizing client materials, assisting with the client life-cycle, and maintaining...SuggestedFull timeWork at office
$40k - $60k
...Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part... ...way that matters to you. Build and maintain professional relationships with clients by assisting them and answering account questions...SuggestedFlexible hours- Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management... ..., providing personalized solutions and building lasting relationships. With a commitment to career growth and mobility, you'll...SuggestedLocal area
$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin... ...and NIGOs that impact client accounts Develop a strong relationship with custodians to provide extraordinary client service...SuggestedWork at office- ...Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private... ...with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful...SuggestedWork at officeLocal area
- ...Client Service Associate Vista Capital Partners was founded in 2001 as a new kind of wealth management firmone that prioritizes evidence... ...embraces Vista's core values: Act with Integrity: Successful relationships are built on trust. Strive for Simplicity: Keeping...SuggestedTemporary workWork at officeFlexible hours3 days per week
$50k - $75k
...organically grown to over $7B in AUM through steady referrals from our clients and business partners. Our goal is to get to $10B in the next... ...those around them. Key Responsibilities Client Service and Relationship Support Act as a primary point of contact for clients,...SuggestedWork at office- We’re looking for a Client Services Associate to join our team! In this role, you’ll be the main point of contact for clients, working closely... ...Experience in customer service Experience building relationships with clients and co-workers Desired Skills and Experience...Suggested
- ...the trust we earn, not the marketing we buy. THE ROLE The Client Service Associate is the operational backbone of our client experience. You... ...years to build. SacredStewardship — We treat every client relationship as a generational covenant. We plan for the family we...SuggestedWork at officeLocal areaFlexible hours
- A registered investment advisory firm is seeking a Client Service Associate to enhance client experiences. The role involves managing the onboarding process, maintaining client communication, and collaborating with advisory teams. Ideal candidates will have 2-5 years of...SuggestedWork at office
- A global financial services firm in Portland seeks a Client Associate to provide exceptional wealth management services for ultra-high net worth clients. The role involves onboarding and account maintenance, interfacing with clients and Financial Advisors, and delivering...Suggested
- A leading financial services firm is seeking a Client Associate in Portland, OR. This position involves delivering exceptional wealth management services and supporting Financial Advisors in providing personalized solutions to ultra-high net worth clients. Candidates should...
- ...- Globe Life/AIL we provide permanent benefits for union and association members across the United States. We are looking to expand our... ...Answering incoming customer inquiries Booking appointments w/ clients to go over their coverage options Collaborate w/ management...Remote jobPermanent employmentFull timeWork from home
Globe Life American Income Division: Sparby Organization
Gresham, OR3 days ago $21 - $26 per hour
Louis Vuitton is seeking a Client Care Associate in Portland, Oregon. This part-time position involves serving as a brand ambassador, focusing on client service and relationship building. The role requires a minimum of 3 years of experience, offering an hourly rate of...Hourly payPart time- ...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency...Seasonal workWork at officeWork from homeShift workDay shift
- A financial services company is seeking dedicated individuals for a work-from-home opportunity that focuses on protecting families. The role requires strong communication skills and a genuine desire to help others. As part of a team committed to high integrity, you'll assist...Remote jobWork from home
- 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....
- A financial services recruiting firm is seeking dedicated individuals for a work-from-home opportunity aimed at protecting families. This role offers the chance to help others while upholding the highest standards of integrity. Ideal candidates should have strong communication...Remote jobWork from home
$50k - $75k
A financial services firm in Portland is seeking a Client Service Specialist to provide exceptional client support and administrative assistance. The ideal candidate will have experience in customer service, strong communication skills, and a passion for helping clients...$70k - $90k
A leading investment advisory firm in Portland, Oregon, seeks a Client Services Associate to deliver exceptional service to investment clients. The role requires strong communication, organizational skills, and familiarity with financial software. The ideal candidate has...$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$70k - $90k
Client Service Associate Meridian Wealth Advisors | Portland, OR (In-Office) Meridian Wealth Advisors, a private wealth advisory practice... ...approach. Our culture is respectful, collegial, and relationship-driven, with a strong emphasis on integrity, efficiency, and...Full timePrivate practiceWork at office- A financial services firm in Portland, Oregon is seeking a Client Service Associate to provide exceptional service to clients and support Financial Advisors. The ideal candidate will possess a high school diploma, strong interpersonal skills, and advanced Microsoft Office...Work at office
- ...unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North... ...believe in integrity and building success by developing relationships with others Here's Where You Come In We are currently...Work at officeLocal areaFlexible hours
HUB International
Lake Oswego, OR1 day 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 jobContract workFor contractorsWork at officeMonday to Friday- ...We are looking for motivated and service-oriented individuals to join our growing travel team as a Client Service Associate – Travel . In this role, you will assist clients with travel planning, provide excellent customer service, and help coordinate memorable travel...Remote jobFlexible hours
