65 client service associate jobs at 33 companies in Portland, OR
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.
1w
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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
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
4w
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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-$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
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
2w
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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
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
1w
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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
1w
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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
1w
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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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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.
3w
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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
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
3mo
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Work From Home - Client Services Associate
Vancouver, Washington, United States
RemoteFull Time
Willingness to help others, strong communication, teamwork, 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
1w
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Service Coordinator - I/DD
St. Helens, Oregon, United States
$30-$39/hr OnsiteFull Time
1+ YOERequires a bachelor's degree, an associate degree plus one year of relevant experience, or three years in human services with one year working with developmental disability clients.
Flexible Spending Account (FSA), Employee Assistance Program (EAP)
1d
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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.
1w
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Tax Associate
Longview, Washington, United States
$14-$18/hr OnsiteFull Time, Seasonal
High school diploma or equivalent, customer or client service experience, strong communication and problem-solving skills, digital tool proficiency, and completion of the H&R Block Income Tax Course.
Copilot, ChatGPT
6d
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Treasury Sales Associate I
Seattle or San Francisco or Los Angeles or Portland
$95k-$109k/yr OnsiteFull Time
2+ YOERequires 2+ years of B2B sales or client service experience in financial services, strong communication and analytical skills, organization, teamwork, and client relationship development.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
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