Top 199 Senior client service associate Jobs in Beaverton, Or

Senior Client Service Associate
BolyːWelch —Portland, OR
- $70,000 - $80,000 a year
- Hybrid work
- Mid-level
- 3 years
- Financial services
- Disability insurance
- Health insurance
Client Relationship Associate
Ferguson Wellman Capital Management —Portland, OR
- From $70,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Profit sharing
- Health savings account
Quick Apply
Senior Client Service Associate
Coldstream Wealth Management —Portland, OR
- $70,000 - $80,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Paid parental leave
- Paid holidays
Quick Apply
Senior Tax Manager (CPA) — Tax Director Track
Pacific Northwest Tax Service —Portland, OR
- $150,000 - $185,000 a year
- Extended hours
- Background check
- 7 years
- CPA
- Paid holidays
- Health insurance
Quick Apply
Portfolio Manager
BolyːWelch —Portland, OR
- $160,000 - $200,000 a year
- Hybrid work
- 5 years
- Finance
- Bachelor's degree
- Disability insurance
- Health insurance
Oregon Based Care Coach (Part-Time)
Charlie Health —Oregon
- $20 an hour
- Part-time
- Background check
- English
- Mid-level
Quick Apply
Senior Wealth Management Associate
BolyːWelch —Portland, OR
- $100,000 - $120,000 a year
- Hybrid work
- 5 years
- Bachelor's degree
- Team management
- Disability insurance
- Health insurance
Senior Engineering Operations Specialist - Project Support (Onsite)
Motus Recruiting and Staffing —Vancouver, WA
- $42 an hour
- Full-time
- Customer service
- Office
- Windows
- Health insurance
- Dental insurance
Quick Apply
8d
Senior Solutions Engineer (Hybrid)
Cable One —Oregon
- Full-time
- Remote
- 7 years
- Engineering
- Pass drug screening
- Paid holidays
- Health insurance
Mechanical Designer
AGW —Portland, OR
- Up to $50 an hour
- Contract
- 5 years
- Experience equivalent to degree accepted
- Senior level
- Health insurance
- Dental insurance
Quick Apply
10d
Recruiting Coordinator
Stoel Rives LLP —Portland, OR
- $56,000 - $98,000 a year
- Overtime
- Customer service
- Mid-level
- Administrative experience
- Health savings account
- AD&D insurance
Senior Private Client Services Manager
Gallagher —Lake Oswego, OR
- $78,500 - $130,500 a year
- High school diploma or GED
- Supervising experience
- Bachelor's degree
Udacity LearnVantage Mid-Market Account Success Management Associate Manager
Accenture —Beaverton, OR
- $68,300 - $126,100 a year
- Full-time
- Remote
- 5 years
- Presentation skills
- US work authorization
- Paid holidays
- Disability insurance
Senior Editor, Economics & Financial Services
Deloitte —Portland, OR
- $113,100 - $208,300 a year
- Full-time
- Remote
- Microsoft Word
- Microsoft Excel
- English
Permit Specialist
TOTH AND ASSOCIATES INC —Portland, OR
- $27 - $38 an hour
- Full-time
- Mid-level
- High school diploma or GED
- Associate's degree
- Profit sharing
- Health savings account
Business Manager (Natural Channel)
Acosta —Portland, OR
- $79,860 - $80,000 a year
- Full-time
- Remote
- Merchandising
- Mid-level
- Bachelor's degree
Quick Apply
Business Development Director (Manhattan Warehouse Management)
Accenture —Beaverton, OR
- $122,700 - $302,400 a year
- Full-time
- Hybrid work
- 6 years
- Inventory management
- US work authorization
- Paid holidays
- Disability insurance
9d
General Manager
Cherry Hotel Holdings Group LLC —Hillsboro, OR
- Weekends as needed
- Residential
- Hotel
- Contracts
Quick Apply
Risk Adjustment Campaign Associate (Risk Adjustment Coordinator)
Cambia Health Solutions —Portland, OR
- $59,000 - $97,000 a year
- Full-time
- Hybrid work
- Background check
- Writing skills
- Mid-level
- Health savings account
- Paid holidays
Systems Administrator
Tentamus —Portland, OR
- $80,000 - $90,000 a year
- Full-time
- Hybrid work
- Computer science
- Computer Science
- Mid-level
- Disability insurance
- Health insurance
Quick Apply

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Senior Client Service Associate

BolyːWelch -
Portland, OR

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Job Details

$70,000 - $80,000 a year

Benefits

Disability insurance
Health insurance
Dental insurance
Paid time off
Vision insurance
401(k) matching
Life insurance

Qualifications

Customer communication
Financial services customer support
Financial services

Full Job Description

Job Number: 32452

Salary: $70K – $80K DOE

Industry: Financial Services

Must Haves:

3+ years of experience in a similar role within financial services
Series 65 or 66 highly preferred
Experience with Salesforce or similar CRM experience highly preferred

Your New Role:

Take the next step in your wealth management career as our client’s next Senior Client Service Associate!

As Senior Client Service Associate, you’ll need to be highly detail-oriented as you prepare and process documentation related to client onboarding and maintenance, perform client and prospect data entry in the firms CRM, and prepare and oversee the preparation of various deliverables. You’ll also need to have efficacious communication skills, as you’ll serve as the liaison between clients and investment managers to complete money movement requests, coordinate with clients to provide annual audit confirmations, and perform calendaring functions with both internal and external teams.

Success in this role requires strong attention to detail, stellar customer service skills, and someone who can hit the ground running to join this busy team. Does this sound like you?

This is a hybrid role where you can enjoy a generous company contribution towards either parking or a transit pass.

Your New Organization:

Join this employee-owned, independently operated wealth management firm that has been earning the trust of affluent families and businesses for the past three decades! Offering a holistic approach to planning, advice, and service, they value financial sustainability, integrity and trust, topped with the pursuit of knowledge.

Benefits include fully paid medical, dental, vision, short-term and long-term disability, and life insurance; 100% company match on your 401(k); internal stock opportunities; PTO; wellness reimbursements; paid sabbaticals; and anniversary bonuses! They also offer excellent career development opportunities, including 100% training, certification, licensing, dues reimbursement, and a formal mentoring plan.

Our goal is to pair talented people with amazing job opportunities. In submitting your application, you’ll be considered for this and other positions with Boly:Welch. Click the apply button to get started. Already a Boly:Welch candidate? Please connect directly with your recruiter to discuss this opportunity.

Interested in seeing more positions like this?

Please Note

Boly:Welch is a full-service recruiting and executive search agency representing a Boly:Welch partner in this search. As talent advisors, we will be the liaison between our partner and yourself during the recruitment process. You will directly join our partner client’s team if they select you as the successful candidate for this role.

We do not use AI to read resumes at Boly:Welch; every resume is reviewed by a member of our team to ensure we engage in an equitable and human hiring process. We look forward to seeing your application!

Local candidates are strongly encouraged to apply!

#LI-CS1 #MID0622

Apply Now

Refine Your Search

senior client service associate jobs in beaverton, or

Senior Client Service Associate

Client Relationship Associate

Senior Client Service Associate

Senior Tax Manager (CPA) — Tax Director Track

Portfolio Manager

Oregon Based Care Coach (Part-Time)

Senior Wealth Management Associate

Senior Engineering Operations Specialist - Project Support (Onsite)

Senior Solutions Engineer (Hybrid)

Mechanical Designer

Recruiting Coordinator

Senior Private Client Services Manager

Udacity LearnVantage Mid-Market Account Success Management Associate Manager

Senior Editor, Economics & Financial Services

Permit Specialist

Business Manager (Natural Channel)

Business Development Director (Manhattan Warehouse Management)

General Manager

Risk Adjustment Campaign Associate (Risk Adjustment Coordinator)

Systems Administrator

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