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55 client services associate jobs at 26 companies in Vancouver, WA

3mo
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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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6d
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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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2d
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Client Associate - 2
Bellevue or Portland or United States or Springfield
$50k-$65k/yr RemoteFull Time
IMA Financial Group
IMA Financial Group: Provides commercial insurance brokerage and wealth management services.
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
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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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2mo
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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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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
Coldstream Wealth Management
Coldstream Wealth Management: Provides financial planning and investment management for affluent clients.
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
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1mo
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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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1mo
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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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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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1mo
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Client Service Associate
Portland, Oregon, United States
$70k-$75k/yr HybridFull Time
Becker Capital Management
Becker Capital Management: Independent investment management firm serving individuals and institutions.
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
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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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2w
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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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6d
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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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4w
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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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1mo
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Service Associate
Vancouver, Washington, United States
$60k-$68k/yr OnsiteFull Time
Allworth Financial
Allworth Financial: Provides retirement planning and investment advisory services to individuals.
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
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3d
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Tax Associate
Longview, Washington, United States
$14-$18/hr OnsiteFull Time, Seasonal
H&R Block
H&R Block: A tax preparation and financial services helping clients and communities build confidence.
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
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3d
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Tax Associate
Longview, Washington, United States
$14-$18/hr OnsiteFull Time, Seasonal
H&R Block
H&R BlockNYSE: HRB: Provides income tax preparation and small business financial services.
High school diploma/GED, H&R Block Income Tax Course completion, client service experience, strong communication and problem-solving skills, and comfort using digital and AI-based tools.
Copilot, ChatGPT
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1w
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Residential Care Associate I - 5770
Fairview, Oregon, United States
$21-$22/hr OnsitePart Time
ColumbiaCare Services
ColumbiaCare Services: Provides residential treatment and outpatient behavioral health services.
Provide personal care, meals, medication pass under RN guidance, transport clients, document services; valid driver's license, ability to lift up to 40 lbs, CPR and crisis de-escalation training required or completed.
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3w
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Operations Associate (Part-Time) - Washington Square
Portland, Oregon, United States
$17-$19/hr OnsitePart Time
Alo Yoga
Alo Yoga: Sells yoga apparel and provides wellness and fitness services.
1+ YOE1+ year client-facing sales or operations experience; ability to lift/move up to 50 lbs, stand entire shift, perform stockroom and merchandising tasks, strong customer service and business acumen.
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3mo
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Associate Veterinarian - Town and Country Animal Hospital
Portland, Oregon, United States
OnsiteFull Time, Part Time
Lakefield Veterinary Group
Lakefield Veterinary Group: Operates a family-owned network of independent veterinary hospitals.
DVM or equivalent and Oregon veterinary license; ability to work full-time or part-time; strong communication and teamwork; Fear-Free handling and client education.
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