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Client Services Associate Jobs in Portland OR

Client Service Associate

Client Service Associate

Mariner Wealth Advisors, LLC • Tigard (OR)

On-site
USD 42,000 - 66,000
Remote Client Service Associate for Wealth Advisory

Remote Client Service Associate for Wealth Advisory

Capitol Family Office • Beaverton (OR)

Remote
Impact-Driven Client Services Associate (Hybrid)

Impact-Driven Client Services Associate (Hybrid)

TalentLink Solutions • Portland (OR)

On-site
USD 70,000 - 90,000
Client Service Specialist - Wealth Advisory Support

Client Service Specialist - Wealth Advisory Support

Morgan Stanley • Vancouver (WA)

On-site
USD 55,000 - 95,000
Financial Planning Client Services & Operations Associate

Financial Planning Client Services & Operations Associate

Meadows Wealth Advisors • Camas (WA)

On-site
USD 48,000 - 70,000
Client Service Associate

Client Service Associate

Capitol Family Office • Beaverton (OR)

Remote
Client Experience Specialist — Financial Advisory Support

Client Experience Specialist — Financial Advisory Support

Allworth Airline Advisors (Formerly RAA) • Vancouver (WA)

On-site
USD 60,000 - 68,000
Medical insurance
Dental insurance
Vision insurance
+2
Client Experience & Workflow Coordinator

Client Experience & Workflow Coordinator

TD Consulting Group, PC • Milwaukie (OR)

On-site
USD 42,000 - 68,000
Bonuses
Time Off
Medical & Dental coverage
Client Services Associate

Client Services Associate

Harlow Wealth Management, Inc. • Vancouver (WA)

Hybrid
USD 40,000 - 60,000
Client Services Associate, Financial Services

Client Services Associate, Financial Services

Dadavidson • Lake Oswego (OR)

On-site
USD 60,000 - 90,000
Medical, Dental and Vision
Company 401(k) and ESOP
Sick, vacation, and parental leave
+6
Client Services Specialist - CRM & Advisor Support

Client Services Specialist - CRM & Advisor Support

Cerity Partners • Portland (OR)

On-site
USD 70,000 - 85,000
Health insurance
401(k) with match
Flexible PTO
+2
Client Services Associate

Client Services Associate

Meadows Wealth Advisors • Camas (WA)

On-site
USD 48,000 - 70,000
13 Paid Holidays
10 days PTO/Vacation in first year
401(k) with match
+3
Service Associate

Service Associate

Allworth Airline Advisors (Formerly RAA) • Vancouver (WA)

On-site
USD 60,000 - 68,000
Medical insurance
Dental insurance
Vision insurance
+2
Client Experience & Operations Coordinator

Client Experience & Operations Coordinator

TD Consulting Group PC • Milwaukie (OR)

On-site
USD 55,000 - 75,000
Competitive pay
Bonuses
Vacation 120 hours annually
+7
Client Service Assistant

Client Service Assistant

Meketa Investment Group • Portland (OR)

On-site
USD 42,000 - 54,000
Financial Services - Client Service Associate

Financial Services - Client Service Associate

TalentLink Solutions • Portland (OR)

On-site
USD 70,000 - 90,000
Competitive salary
401k with company match
Health insurance including dental and vision
+2
Wealth Management Client Associate — Grow Client Relationships

Wealth Management Client Associate — Grow Client Relationships

U.S. Bank • Portland (OR)

On-site
Healthcare
401(k) plan
Paid vacation
+3
J.P. Morgan Advisors - Senior Client Associate - Portland, OR

J.P. Morgan Advisors - Senior Client Associate - Portland, OR

Fairygodboss • Portland (OR)

On-site
USD 60,000 - 90,000
Client Service Associate II - Remote Public Sector Ops

Client Service Associate II - Remote Public Sector Ops

Public Consulting Group • Portland (OR)

Hybrid
USD 62,000 - 82,000
Wealth Management Client Experience Associate

Wealth Management Client Experience Associate

Mariner Wealth Advisors, LLC • Tigard (OR)

On-site
USD 42,000 - 66,000
Client Success Associate - Flexible Work

Client Success Associate - Flexible Work

IMA Financial Group, Inc. • Portland (OR)

On-site
USD 50,000 - 65,000
Annual Bonus
Stock Purchase Plan
Medical Plans
+7
Client-First Banking Associate | Relationship Builder

Client-First Banking Associate | Relationship Builder

Aumni • Beaverton (OR)

On-site
USD 35,000 - 50,000
Comprehensive health care coverage
Retirement savings plan
Tuition reimbursement
Senior Client Service Associate

Senior Client Service Associate

Coldstream • Portland (OR)

Hybrid
USD 60,000 - 80,000
Fully paid medical/dental/vision
100% 401(k) match up to 4%
Paid Time Off starting at 20 days
+2
Client Service Associate (CSA) - CPA Firm

Client Service Associate (CSA) - CPA Firm

TD Consulting Group PC • Milwaukie (OR)

On-site
USD 55,000 - 75,000
Competitive pay
Bonuses
Vacation 120 hours annually
+7
Wealth Management Client Service Associate - Hybrid

Wealth Management Client Service Associate - Hybrid

Coldstream • Portland (OR)

Hybrid
USD 60,000 - 80,000
Fully paid medical/dental/vision
100% 401(k) match up to 4%
Paid Time Off starting at 20 days
+2

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