82 client associate jobs at 41 companies in West Linn, OR
6d
Save
Mark Applied
Hide
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
1d
Save
Mark Applied
Hide
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
2mo
Save
Mark Applied
Hide
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
2mo
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
4w
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
2d
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
1w
Save
Mark Applied
Hide
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
1w
Save
Mark Applied
Hide
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
6d
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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.
4w
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
Associate Client Service Representative (Company Records)
Salem or Wilmington
OnsiteFull Time
Maintaining and updating company records database, processing requests from internal/external customers, researching state filings, reviewing error logs, navigating multiple databases, and providing exceptional phone-based customer service.
2mo
Save
Mark Applied
Hide
Warehouse Associate
Hubbard, Oregon, United States
OnsiteFull Time
Perform receiving, picking, packing, shipping, load/unload trucks, complete cycle counts, lift up to 50 lbs, follow warehouse procedures, communicate with clients and teams, and perform data entry.