1mo
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Client Associate (Wealth Management)
Beaverton, Oregon, United States
$65k-$82k/yr OnsiteFull Time
Strong customer-service and communication skills; intermediate-advanced Microsoft Outlook and Excel; ability to learn systems quickly, manage client inquiries, process account paperwork, and handle sensitive information with discretion.
Microsoft Outlook, Microsoft Excel, Schwab, Fidelity, CRM systems
1w
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Client Service Associate
Portland, Oregon, United States
$70k-$85k/yr HybridFull Time
2+ YOEBachelor's degree and 2+ years experience; strong communication, organizational and time-management skills; compliance adherence; CRM maintenance; knowledge of investment accounts and processing paperwork.
CRM
1mo
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International Client Service Associate
Camas, Washington, United States
$55k-$70k/yr OnsiteFull Time
Bachelor's degree (or equivalent), strong client service and operations skills, experience communicating with high-net-worth clients, ability to onboard and maintain accounts, and strong written and verbal communication.
2mo
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Senior Client Service Associate
Portland, Oregon, United States
$75k-$85k/yr HybridFull Time
3+ YOE3+ years client service in wealth management; FINRA Series 65 preferred; proficient in Microsoft Office; Salesforce/Sag Tamarac helpful; bachelor's degree preferred; strong communication and organizational skills.
Microsoft Office, Salesforce CRM, Tamarac portfolio accounting, Charles Schwab, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
6d
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Client Relationship Banker
Camas, Washington, United States
$21-$25/hr OnsiteFull Time
2+ YOEOpen deposit accounts, gather loan documentation, analyze financials, meet sales goals, and provide excellent client service; high school diploma/GED + experience or associate + experience required.
Microsoft Office
2w
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Service Associate
Vancouver, Washington, United States
$60k-$68k/yr OnsiteFull Time
2+ YOE2+ years client-facing administrative experience in financial services; high school diploma required (BS/BA preferred); proficiency with CRM and Microsoft Office (Word, Excel, Outlook); strong communication and attention to detail.
CRM, Microsoft Word, Microsoft Excel, Microsoft Outlook
3mo
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Audit & Tax Associate
Eugene or Corvallis or Bend or Lake Oswego
OnsiteFull Time
GPA 3.2+, leadership in activities, strong communication, analytical skills, ownership of tasks, professional judgment, client service focus.
1w
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Part Time (30 Hours) Associate Banker, McLoughlin Blvd Branch, Milwaukie, OR
Milwaukie, Oregon, United States
OnsitePart Time
Provide attentive client service, open and service accounts, manage lobby traffic and basic branch operations; high school diploma or GED and client service experience required.
Chase Mobile App, Chase.com, ATM, tablet
1w
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Part Time (30 Hours) Associate Banker, Wilsonville Branch, Wilsonville, OR
Wilsonville, Oregon, United States
OnsitePart Time
Provide attentive client service, open and maintain accounts, support branch operations, and learn banking products; high school diploma/GED required; client service experience preferred.
Chase Mobile App, Chase.com, ATM, tablet