62 client associate jobs at 38 companies in Longview, WA
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
1mo
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Client Associate-1 (PNW)
Portland, Oregon, United States
$53k-$56k/yr OnsiteFull Time
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.
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.
3w
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Client Service Associate 2
United States or Portland
$62k-$82k/yr RemoteFull Time
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
3w
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Wealth Management Client Associate
Portland or Gresham
$21-$28/hr OnsiteFull Time
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
2w
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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
2w
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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
5d
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Client Success Associate
Fairview, Oregon, United States
$27-$44/hr OnsiteFull Time
1+ YOEProvide front-line helpdesk support, triage tickets, manage shipping/receiving and inventory, perform basic troubleshooting, and maintain documentation.
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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Part-Time Client Service Associate
Lake Oswego or Portland
OnsitePart Time
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
1mo
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Part-Time Client Service Associate
Lake Oswego or Portland
OnsitePart Time
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
1w
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J.P. Morgan Advisors - Senior Client Associate - Portland, OR
Portland or San Francisco
$70k-$100k/yr OnsiteFull Time
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
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
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
2w
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Client Service Coordinator - 005019
Beaverton, Oregon, United States
$16-$21/hr OnsiteFull Time
Coordinating client and pet flow, maximizing team productivity, communicating with clients and associates, and coordinating veterinary care in a clinic setting.
1d
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Client Service Associate (CSA) - CPA Firm
Milwaukie, Oregon, United States
OnsiteFull Time
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
2mo
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Work From Home - Client Services Associate
Vancouver, Washington, United States
RemoteFull Time
Willingness to help others, strong communication, teamwork, integrity.
3w
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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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Senior Client Bookkeeper
Dover or Cleveland or Long Beach or Portland or Austin or Atlanta
$47k-$63k/yr HybridFull Time
3+ YOEAssociate's degree in accounting/finance preferred or equivalent experience; 3+ years bookkeeping/general ledger experience; QuickBooks Online and Microsoft Excel proficiency; GAAP knowledge; month-end close experience; strong communication and attention to detail.
Microsoft Office, Microsoft Excel, QuickBooks Online
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
5d
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Adobe Transformation – Senior Associate
New York or Los Angeles or Washington or Cleveland or Dallas or San Francisco or San Jose or Philadelphia or Portland or Houston
$77k-$202k/yr OnsiteFull Time
2+ YOEBachelor's degree and at least 2 years' experience; expertise in data manipulation, visualization, statistical modeling, ML, and client communication; certifications in databases, visualization, cloud, or predictive modeling preferred.
Databricks, MS SQL, Power BI, AWS, Azure, GCP, Python, SAS, Tableau