Top 555 Customer service representative Jobs in 97216

Wealth Management Client Service Associate
Samara Capital —Beaverton, OR
- $72,000 - $90,000 a year
- Full-time
- Background check
- Research
- Mid-level
- Paid holidays
- 401(k)
Quick Apply
Customer Service Representative
Allstate Insurance - Heidi Rowan Agency —Happy Valley, OR
- $45,000 - $60,000 a year
- Full-time
- Background check
- Office
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
Business Development Center Call Representative
Herzog-Meier Auto Center —Beaverton, OR
- From $18 an hour
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Profit sharing
- Paid parental leave
Quick Apply
Apple Specialist - Retail Customer Service and Sales - (Seasonal)
Apple —Tigard, OR
- Weekends as needed
- Entry level
- Employee stock purchase plan
- Health insurance
Contact Center Representative
NW Priority Credit Union —Beaverton, OR
- $21 - $28 an hour
- Overtime
- Analysis skills
- Travel
- Ability to sit for extended periods
Customer Service & Sales Representative
URBANITE —Portland, OR
- $16.50 - $17.00 an hour
- Part-time
- High school diploma or GED
- Ability to lift 50 pounds
- Criminal background check
- Employee discount
- Flexible schedule
Quick Apply
Customer Service Representative
United Salad Co. —Portland, OR
- $21.50 - $23.50 an hour
- Full-time
- Background check
- Microsoft Outlook
- Word processing
- Health insurance
- Dental insurance
14d
Administrative Assistant, Full Time
Allstate Insurance - Heidi Rowan Agency —Happy Valley, OR
- $18 - $20 an hour
- Full-time
- Background check
- Microsoft Outlook
- Customer service
- Paid training
- Health insurance
Quick Apply
Insurance Service Representative
AAA Oregon/Idaho —Portland, OR
- From $21.50 an hour
- Weekends as needed
- Mid-level
- Office
- High school diploma or GED
- Disability insurance
- Health insurance
Quick Apply
3d
Tech Coordinator - Weekend
Renewal by Andersen —Portland, OR
- $20 an hour
- Part-time
- High school diploma or GED
- 1 year
- Entry level
- Disability insurance
- Health insurance
Quick Apply
11d
Customer Service Representative
U-Haul —Portland, OR
- $18 an hour
- Part-time
- Clean driving record
- Forklift
- High school diploma or GED
- Paid holidays
- Health insurance
Quick Apply
3d
Customer Service Representative I
Mclane Company, Inc. —Tualatin, OR
- $20.00 - $22.50 an hour
- Full-time
- Background check
- Pass drug screening
- English
- Profit sharing
- Health savings account
1d
Customer Service Agent
Alaska Airlines —Portland, OR
- $20.58 an hour
- Part-time
- 18 years or older
- English
- High school diploma or GED
- Paid training
- Paid holidays
4d
Customer Service Representative
Waste Connections —Portland, OR
- From $21.25 an hour
- Full-time
- English
- High school diploma or GED
- Organizational skills
- Disability insurance
- Health insurance
Quick Apply
Contact Center Rep
OnPoint Community Credit Union —Portland, OR
- From $22.25 an hour
- Full-time
- Bilingual
- Computer literacy
- Basic math
- Health insurance
- Dental insurance
Customer Service Representative
Sun Glow Inc. —Portland, OR
- $25 - $28 an hour
- Overtime
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Customer Service Representative
WaFd Bank —Gresham, OR
- $18.00 - $20.43 an hour
- Full-time
- Microsoft Outlook
- Basic math
- Office
- Paid parental leave
- AD&D insurance
3d
Call Center Remote Customer Service Representative
VIMO INC —Portland, OR
- $17.00 - $19.50 an hour
- Full-time
- Remote
- Background check
- 18 years or older
- Spanish
- Paid training
- Paid time off
Quick Apply
Customer Service Associate I
Dollar Tree —Portland, OR
- Part-time
- High school diploma or GED
- Ability to lift 50 pounds
- Grocery store experience
- Health insurance
- Dental insurance
Customer Service Representative - Portland
Stellar Industrial Supply —Portland, OR
- $24 - $27 an hour
- Full-time
- 18 years or older
- Microsoft Outlook
- ERP systems
- Health savings account
- AD&D insurance
11d

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Wealth Management Client Service Associate

Samara Capital -
Beaverton, OR

Quick Apply

Job Details

Full-time
$72,000 - $90,000 a year

Benefits

Paid holidays
401(k)
Paid time off
Work from home
401(k) matching

Qualifications

Customer communication
Teamwork
Research
Bachelor's degree
Attention to detail
Securities Industry Essentials
Financial services
Business Administration
Business
Accounting

Full Job Description

About Samara Capital

Samara Capital is an independent, owner-operated wealth management firm in the Portland area. We are deliberately built to do more for fewer clients. Rather than chasing scale, we focus our energy on a select group of families and business owners, and we give each of them the kind of attention that feels like having a financial concierge at their fingertips. Our clients reach out when something matters, and we go the extra mile to make their financial lives simpler, calmer, and better organized.

We are a small close team, which means the person in this role works directly with our principal and advisors, sees the whole business, and has a real hand in shaping how we serve people. If you want to be one of many cogs at a large firm, this is not the place. If you want your work to help shape the future of this company, it is.

The Role

We are looking for a Client Concierge to be the person our clients feel taken care of by, and the person who keeps the day to day running smoothly behind the scenes. This is a client-facing role with a substantial service and operations component, and a genuine path forward into financial planning and advisory work for the right person.

Day to day, you will be the steady hand that anticipates what clients and advisors need and handles it before anyone has to ask. You will coordinate the details, prepare the paperwork, track the follow-through, and make sure nothing falls through the cracks. Over time, as you learn the business and earn trust, you will take on more planning and advisory responsibility.

What You Will Do

Be a primary point of contact for clients, delivering concierge-level service by phone, email, and in person, and making every interaction feel personal and well handled.
Schedule and coordinate client meetings across multiple advisors, managing competing calendars and priorities.
Collect, organize, and track client documents for onboarding, reviews, and ongoing service needs.
Prepare Schwab paperwork and process custodial requests for account servicing, transfers, distributions, and other client needs.
Support advisors before and after client meetings by preparing materials, communicating with clients pre- and post-review, and turning meeting notes into clear, actionable follow-up tasks.
Create and manage follow-up tasks in our software, and own them through to completion.
Monitor client alerts and flag items that need an advisor's attention.
Become proficient across our technology stack (including Advyzon, eMoney and our AI notetaking software) and use these tools to make our service faster and more consistent.
Build, document, and continually improve our standard operating procedures and workflows in Advyzon to strengthen and elevate the client experience.
Maintain accurate records, handle administrative work, and run the occasional errand that keeps the office and our clients well served.
Prepare and help maintain financial plans in eMoney under advisor direction, including entering client data, building scenarios, and updating plans as clients' situations change.
Pitch in on research and marketing projects where an extra set of capable hands makes a difference.

Who We Are Looking For

We care more about who you are than about a specific resume. The person who thrives here has a high degree of agency. You notice what needs to be done and you do it, without waiting to be told. You take ownership of problems from start to finish. In a small firm there is no script, and that is the part you enjoy.

We are looking for someone who:

Takes initiative and follows through, and treats clients' needs as their own.
Communicates warmly and clearly, both in writing and in person.
Is exceptionally organized and detail-oriented, and genuinely cares about getting the small things right.
Builds trust and relationships naturally. We are not looking for a salesperson, we are looking for someone clients are glad to hear from.
Is comfortable learning new software and using it well.
Wants to grow into financial planning and advisory work over time.

Experience requirements:

2+ years in financial services, client service, account management, or another role in financial services that shows you can own complex work and take care of people. Strong career-changers are welcome and encouraged to apply.
A bachelor's degree in business, finance, accounting, or a related field.
Familiarity with a CRM, custodial paperwork, or financial planning software.

Your Path Forward

We offer a defined growth track from client service and operations into financial planning and advisory work, with mentorship from experienced advisors, support toward licensing and the CFP, and steadily increasing responsibility as you are ready for it. How fast you move is largely up to you.

Compensation and Benefits

Base salary range of $72,000 to $90,000, commensurate with experience.
Discretionary annual bonus opportunity.
401(k) with company match.
Paid time off (PTO) and paid holidays.

A Note on Fit

Join a collaborative, owner-led firm where your work has a direct and visible impact on real people's financial lives, where your growth is encouraged, and where going the extra mile is noticed and valued. If that sounds like the kind of place you have been looking for, we would love to hear from you.

Employment Contingencies

This position is subject to a background check, and offers of employment are contingent on satisfactory results. The advisory growth track requires the ability to become licensed and registered, including no disqualifying regulatory history.

Pay: $72,000.00 - $90,000.00 per year

Benefits:

401(k)
401(k) matching
Paid time off
Work from home

Work Location: In person

Quick Apply

Refine Your Search

customer service representative jobs in 97216

Wealth Management Client Service Associate

Customer Service Representative

Business Development Center Call Representative

Apple Specialist - Retail Customer Service and Sales - (Seasonal)

Contact Center Representative

Customer Service & Sales Representative

Customer Service Representative

Administrative Assistant, Full Time

Insurance Service Representative

Tech Coordinator - Weekend

Customer Service Representative

Customer Service Representative I

Customer Service Agent

Customer Service Representative

Contact Center Rep

Customer Service Representative

Customer Service Representative

Call Center Remote Customer Service Representative

Customer Service Associate I

Customer Service Representative - Portland

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