24 client accounting services associate jobs at 12 companies in Oatfield, OR
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Registered Client Associate
Lake Oswego, Oregon, United States
OnsiteFull Time
2+ YOERequires two years as a Registered Client Associate, securities licensing or ability to obtain it, securities industry knowledge, technology proficiency, client service skills, attention to detail, and multitasking ability.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Thomson ONE, Envestnet, CRM, Money Guide Pro
1mo
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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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Client Service Associate
Portland, Oregon, United States
$70k-$75k/yr HybridFull Time
2+ YOERequires 2+ years in a similar role, adviser back-office knowledge, professional communication, collaboration, multitasking, problem solving, and deadline management. Experience with portfolio accounting, CRM, DocuSign, and Microsoft Office preferred.
Tamarac, Addepar, DocuSign, CRM, Microsoft Office Suite, Microsoft Excel
2mo
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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.
1mo
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Client Service Associate
Portland, Oregon, United States
$60k-$70k/yr OnsiteFull Time
1+ YOE1-3 years customer service experience, interest in wealth management, proficiency with Microsoft Outlook/Word/Excel/PowerPoint, strong communication and organizational skills; Bachelor's preferred.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce CRM, Tamarac
1mo
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Client Service Associate
Tigard, Oregon, United States
$70k-$85k/yr OnsiteFull Time
High school diploma required; bachelor’s preferred. Financial services or internship experience. Strong MS Office and CRM (Salesforce/Redtail) skills; eMoney experience a plus. Excellent communication and organizational skills.
Microsoft Office, Salesforce, Redtail, eMoney
4d
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Senior Tax Associate - Private Client Services
Lake Oswego, Oregon, United States
HybridFull Time
3+ YOEBachelor's degree in accounting, 3–5 years of federal tax consulting or public accounting compliance experience, accounting firm experience, corporate/S-Corp/partnership returns, and strong communication skills.
1mo
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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
1mo
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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
2w
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Tax Associate
Clackamas or Salem
OnsiteSeasonal, Part Time
Requires high school diploma/GED, H&R Block tax course or assessment, client service experience, communication and problem-solving skills, and comfort with digital tools including AI tools.
Copilot, ChatGPT
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Transaction Associate Manager
United States or Columbia or Nashville or Birmingham or Austin or Phoenix or Ashburn or Seattle or Denver or Tampa or Atlanta or Meridian or Indianapolis or Hartford or Portland or Topeka or Milwaukee or Salt Lake City or Providence or Oklahoma City or Ankeny or Erlanger or Alexandria or Boston or East Lansing or Chicago or Minneapolis or Jackson or Raleigh or Chatham or Albuquerque or Las Vegas or Baltimore or New York City or Cincinnati or Reading
$64k-$75k/yr RemoteFull Time
3+ YOEBachelor’s degree required; 3+ years of real estate transaction management or corporate real estate experience. Requires client service, communication, financial analysis, negotiation, organization, and multitasking skills.
Microsoft Excel
2w
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Associate Account Director
Boston or Los Angeles or New York City or Vancouver or Vancouver or United States
$120k-$200k/yr HybridFull Time
7+ YOERequires 7–9+ years in agency account management, client services, or campaign leadership; influencer marketing expertise; commercial account growth, forecasting, stakeholder management, presentation, and cross-functional delivery skills.
AI, automation tools
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