89 client associate jobs at 43 companies in McMinnville, OR
1w
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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
2d
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Client Associate - 2
Bellevue or Portland or United States or Springfield
$50k-$65k/yr RemoteFull Time
1+ YOERequires 1+ year of relevant experience, OE guide application skills, client lifecycle knowledge, and completion of a Life & Health license within applicable state timelines.
OE guide applications
1d
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Client Associate Washington Square
Portland, Oregon, United States
$18-$20/hr OnsitePart Time
1+ YOEAt least one year of client services experience; proficiency in Microsoft applications and point-of-sale systems; strong communication skills and availability for weekends, evenings, and holidays.
Microsoft Applications, point-of-sale (POS) systems
1d
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Client Associate Washington Square
Portland, Oregon, United States
OnsitePart Time
1+ YOEMinimum one year of client services experience. Requires Microsoft applications and POS proficiency, strong communication skills, independent decision-making, and weekend, evening, and holiday availability.
Microsoft Applications, POS
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 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
1mo
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Wealth Management Client Associate
Lake Oswego, Oregon, United States
OnsiteFull Time
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
1mo
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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
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
3d
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Client Service Associate
Seattle or Bellevue or Mercer Island or Kirkland or Portland or Boise or Kenai
$60k-$70k/yr HybridFull Time
1+ YOERequires 1–3 years of customer service experience, strong communication, organization, prioritization, reliability, and Microsoft Office proficiency. A bachelor's degree is preferred.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce CRM, Tamarac
3w
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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
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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Wealth Management Client Associate
Lake Oswego, Oregon, United States
OnsiteFull Time
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
20h
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Associate Director, Client Partner
United States or Austin or Boston or Chicago or Dallas or Denver or Houston or Los Angeles or Minneapolis or New York or Phoenix or Portland or Salt Lake City or San Diego
$108k-$130k/yr RemoteFull Time
7+ YOE3+ Mgmt7+ years in client-facing digital media planning and activation, including 3+ years leading agency client relationships; requires leadership, persuasive communication, and cross-channel paid media expertise.
Google Search, Bing Search, Meta Ads, YouTube, Google Display Network, TikTok, Snapchat, Pinterest, LinkedIn
2w
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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
14h
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Client Relationship Marketing Associate Director
Albany or Arlington or Atlanta or Austin or Beaverton or Bentonville or Boston or Carmel or Charlotte or Chicago or Cincinnati or Cleveland or Columbus or Culver City or Denver or Des Moines or Detroit or Hartford or Houston or Irving or Kirkland or Miami or Milwaukee or Minneapolis or Morristown or Mountain View or Nashville or New York City or Oklahoma City or Overland Park or Philadelphia or Pittsburgh or Raleigh or Redmond or Sacramento or San Diego or San Francisco or Scottsdale or Seattle or St. Louis or St. Petersburg or Walnut Creek or United States or Remote
$139k-$370k/yr RemoteFull Time
10+ YOERequires 10+ years marketing experience, 3+ years account-based or client relationship marketing, strong communication, project management, strategic advising, commercial acumen, and CRM/Gen AI proficiency.
Salesforce, Gen AI
1w
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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
1w
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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
3mo
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Work From Home - Client Services Associate
Hillsboro, Oregon, United States
RemoteFull Time
Strong communication, ability to work independently and as part of a team, genuine desire to help others, integrity.
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