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76 client associate jobs at 43 companies in Gresham, OR

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Registered Client Associate
Lake Oswego, Oregon, United States
OnsiteFull Time
D.A. Davidson
D.A. Davidson: Financial services firm providing wealth management and investment banking.
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
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1mo
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Client Associate (Wealth Management)
Beaverton, Oregon, United States
$65k-$82k/yr OnsiteFull Time
Sanctuary Wealth
Sanctuary Wealth: Provides an integrated platform for independent wealth management advisors.
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
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1mo
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Client Associate-1 (PNW)
Portland, Oregon, United States
$53k-$56k/yr OnsiteFull Time
IMA Financial Group
IMA Financial Group: Provides commercial insurance brokerage and wealth management services.
0+ YOEProvide operational and administrative support for employee benefits clients including enrollments, billing, eligibility updates, documentation, and system tasks; <1 year relevant experience; must obtain Life & Health license; readiness to learn.
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2mo
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International Client Service Associate
Camas, Washington, United States
$55k-$70k/yr OnsiteFull Time
Fisher Investments
Fisher Investments: Independent money management firm providing investment advisory services.
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.
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3w
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Client Service Associate 2
United States or Portland
$62k-$82k/yr RemoteFull Time
Public Consulting Group
Public Consulting Group: Provides management consulting and technology solutions to government agencies.
2+ YOE2+ years related experience, strong analytical and communication skills, proficiency with Microsoft PowerPoint/Excel/Word and databases, ability to manage time and client relationships.
Microsoft PowerPoint, Microsoft Excel, Microsoft Word
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Wealth Management Client Associate
Lake Oswego, Oregon, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to Financial Advisors, deliver accurate client materials, knowledge of investment products preferred, strong Microsoft Office and Salesforce skills, high school diploma/GED required, FINRA SIE/Series licenses desired.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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3w
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Wealth Management Client Associate
Portland or Gresham
$21-$28/hr OnsiteFull Time
U.S. Bank
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
2+ YOEHigh school diploma required (bachelor's preferred); 2+ years investment industry experience preferred; FINRA SIE/Series 6/7/63 and insurance licenses required for incentives; proficient with Microsoft Office; strong communication and analytical skills.
Microsoft Office
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2w
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Client Service Associate
Tigard, Oregon, United States
$70k-$85k/yr OnsiteFull Time
Mariner Wealth Advisors
Mariner Wealth Advisors: National wealth management firm providing comprehensive financial planning and advisory services.
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
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2w
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Client Service Associate
Portland, Oregon, United States
$60k-$70k/yr OnsiteFull Time
Coldstream Wealth Management
Coldstream Wealth Management: Provides financial planning and investment management for affluent clients.
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
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5d
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Client Success Associate
Fairview, Oregon, United States
$27-$44/hr OnsiteFull Time
Reynolds School District
Reynolds School District: Provides K-12 public education and student support services.
1+ YOEProvide front-line helpdesk support, triage tickets, manage shipping/receiving and inventory, perform basic troubleshooting, and maintain documentation.
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1mo
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Client Service Associate
Portland, Oregon, United States
$70k-$85k/yr HybridFull Time
Cerity Partners
Cerity Partners: Provides financial planning, investment advisory, and wealth management services.
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
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Wealth Management Client Associate
Lake Oswego, Oregon, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOE1+ year experience, high school/GED required. Client-centric, motivated self-starter with strong communication, detail orientation, and proficiency with technology platforms.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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1mo
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Part-Time Client Service Associate
Lake Oswego or Portland
OnsitePart Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
High school diploma required (college preferred). Detail-oriented, advanced Microsoft Office skills, client service experience, calendar/travel/expense management, and willingness to obtain Series 7/66 or Series 63/65 licenses.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
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1mo
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Part-Time Client Service Associate
Lake Oswego or Portland
OnsitePart Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
High school diploma required (college preferred). Client service experience preferred. Willingness to obtain Series licensing (Series 7/66 or Series 63/65). Advanced Microsoft Office skills and strong communication, organizational, and time management skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
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1w
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J.P. Morgan Advisors - Senior Client Associate - Portland, OR
Portland or San Francisco
$70k-$100k/yr OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
Bachelor's degree or equivalent experience; Series 7 and 66 licenses (or obtain within 180 days); proficient with Microsoft Word/PowerPoint/Excel; strong communication and client service skills.
Microsoft Word, Microsoft PowerPoint, Microsoft Excel
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2d
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Associate Director, Client Strategy
Boston or Los Angeles or New York City or United States or Vancouver or Vancouver
$145k-$160k/yr HybridFull Time
Later
Later: Provides software for social media scheduling and influencer marketing.
5+ YOEBachelor's degree in business, marketing, or related field; 5+ years in influencer and social media marketing; enterprise B2C strategy experience; project management, presentation, CRM, collaboration, and marketing software proficiency.
Salesforce, GSuite, Slack, Zoom
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2w
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Client Service Coordinator - 005019
Beaverton, Oregon, United States
$16-$21/hr OnsiteFull Time
Banfield Pet Hospital
Banfield Pet Hospital: Provider of comprehensive preventive veterinary care for pets.
Coordinating client and pet flow, maximizing team productivity, communicating with clients and associates, and coordinating veterinary care in a clinic setting.
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1d
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Client Service Associate (CSA) - CPA Firm
Milwaukie, Oregon, United States
OnsiteFull Time
TD Consulting Group
TD Consulting Group: Provides tax, accounting, and business advisory services to entrepreneurs.
Requires workflow systems, CRM, project tracking, and document management software experience, strong organization, communication, judgment, problem-solving, detail, and follow-through; professional services experience preferred.
CRM, BambooHR, Microsoft Outlook, Slack, MFA
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2mo
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Work From Home - Client Services Associate
Vancouver, Washington, United States
RemoteFull Time
AO Garcia Agency
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Willingness to help others, strong communication, teamwork, integrity.
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3w
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Client Relationship Banker
Camas, Washington, United States
$21-$25/hr OnsiteFull Time
Riverview Bank
Riverview BankNASDAQ: RVSB: Provides community banking, commercial lending, and trust management services.
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
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