Average salary: $40,000 /yearly
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$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...SuggestedWork at office- ...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role...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 over ego and long-term happiness over short-term hype. We strive to help clients explore what's possible, then tailor a plan for...SuggestedTemporary workWork at officeFlexible hours3 days per week
$47k - $78k
...Responsibilities Build and maintain client relationships aimed at client retention;... ...business needs and help identify value-added services that Mariner Wealth Advisors can provide... ...opportunities through client service associate meetings and internal resources made...SuggestedFull timeInternship- 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
- A leading financial services firm based in Lake Oswego, Oregon, is seeking a Registered Client Service Associate to enhance client relationships and support Financial Advisors. The successful candidate will possess strong interpersonal skills and a detail-oriented mindset...Suggested
$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...Suggested$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...Suggested- 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...SuggestedRemote jobWork from home
- ...serve. Our growth trajectory of 20%+ annually is a reflection of the trust we earn, not the marketing we buy. THE ROLE The Client Service Associate is the operational backbone of our client experience. You are the first voice families hear, the person who ensures every...SuggestedWork at officeLocal areaFlexible hours
- 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 with our Production team to make sure projects run smoothly from start to finish. You’ll help coordinate new projects, manage preflight...Suggested
- ...goals. In 2020, we transitioned to 100% virtual. Through providing personalized benefits solutions, you’ll be the architect of your client’s security tomorrow. In this role, you can expect to: Converse virtually with clients, weaving financial strategies that empower....SuggestedWeekly payRemote workWork from home
- 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...SuggestedRemote jobWork from home
$50k - $75k
Empirical Wealth Management is a rapidly growing financial services firms, currently directing the financial lives and managing assets... ...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...SuggestedWork at office- A leading financial services firm in Portland, OR is seeking a Registered Client Service Associate to provide exceptional service to clients. In this role, you will support Financial Advisors and Private Wealth Advisors daily, helping to build client relationships and...Suggested
- 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
$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 of Ameriprise Financial, is seeking a high-level Client Service Associate to join our growing private wealth management practice...Full timePrivate practiceWork at office$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
$25 - $44 per hour
...Client Service Support Representative Merrill Wealth Management is a leading provider of comprehensive wealth management and investment... ...Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...Hourly paySeasonal workWork at officeWork from homeShift workDay shift- 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...Work at office
- ...management firm in Vancouver, WA is seeking a full-time Client Relationship Associate to join their team. This position, based in an office by... ...have a Bachelor's degree and some experience in financial services, along with strong communication skills. This role offers...Full timeWork at office
$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 USD...Hourly payPart time- ...grows, we are adding to our team and looking to hire a new Client Relationship Associate. This role supports the business operations and client... ...university. 2‑5 years prior work experience in financial services preferred, but entry level candidates will also be considered...Full timeWork experience placementWork 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...
- 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...
$40k - $60k
...Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our... ...written communication, people, organizational, and client service skills Attention to detail coupled with the mindset of how...Full timeFlexible hours$40k - $60k
...Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our... ...written communication, people, organizational, and client service skills Attention to detail coupled with the mindset of how...Flexible hours- ...provide permanent benefits for union and association members across the United States. We are... ...inquiries Booking appointments w/ clients to go over their coverage options Collaborate... ...teams to stay updated on new products, services, and policies Engage w/ clients in a...Remote jobPermanent employmentFull timeWork from home
Globe Life American Income Division: Sparby Organization
Vancouver, WA3 days ago
