Top 10 client services associate Jobs in bend, or

Client Service Associate
Northline Wealth Management —Bend, OR
- $40,000 - $75,000 a year
- Part-time
- Background check
- Office
- Administrative experience
- Paid training
- Health insurance
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Senior Associate - Client Accounting Services
Sorren —Bend, OR
- Full-time
- Management
- CPA
- Customer service
- Paid parental leave
- Paid holidays
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Senior Jewelry Sales Associate/ Client Experience Lead
Nashelle —Bend, OR
- $24 - $45 an hour
- Part-time
- Bilingual
- Mid-level
- Supervising experience
- 401(k)
- Paid time off
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5d
Bonneville Power Administration (BPA) Client Team Leader
David Evans and Associates, Inc. —Bend, OR
- $156,000 - $249,600 a year
- 11+ years
- Mentoring
- Contracts
- Health savings account
- Paid holidays

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ASSOCIATE DIRECTOR, ACCOUNTING MANAGER
Cresset Capital —Bend, OR
Designing standard deliverables such as financials and updating reports as client needs change i.e. cash flow reports and projected cash flow reports, budgets,…
$140,000 - $165,000 a year
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ASSOCIATE, SENIOR ACCOUNTANT
Cresset Capital —Bend, OR
Primary manager of client cash account and must ensure sufficient funds are available for forecasted and extraordinary items such as capital calls and…
$80,000 - $90,000 a year
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Client Service Excellence Representative - RS
Vanguard —Columbus, OH
This job requires a Series 7 and 63 regulatory license and/or registration (e.g. FINRA, state, SFC). Partner with our clients via inbound phone calls to assist…
$52,000 - $67,500 a year
Client Relations Specialist - Fast Track Opportunity to Freight Broker
C.H. Robinson —Grandview Heights, OH
In this role you will engage with peers in-office four days a week, igniting creativity and driving impactful results. 401(k) with 6% company matching.
$19.23 - $38.47 an hour

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Client Service Associate

Northline Wealth Management
Bend, OR

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Job Details

Part-time | Full-time
$40,000 - $75,000 a year

Benefits

Paid training
Internet reimbursement
Health insurance
401(k)
Paid time off
Flextime
401(k) 4% Match
Work from home
Parental leave
401(k) matching
Volunteer time off
Flexible schedule
Retirement plan

Qualifications

Customer communication
Expense management
Administrative experience
Calendar management
Client services
Accounting
QuickBooks
Office management
Bookkeeping

Full Job Description

About the Role

We’re seeking a trustworthy, detail‑oriented professional to support our advisory team and serve as a backup to our client relations director. This full to flex‑time role blends client service, administrative operations, trade support, and bookkeeping. You will help keep the office running smoothly, ensure clients feel cared for, and support the advisors so they can focus on relationship management.

Key Responsibilities Client Service & Onboarding

Welcome clients, and answer phones
Prepare onboarding paperwork, ACATs, custodial forms, and follow‑up items
Maintain accurate client records and documentation
Support advisors with meeting preparation, review packets, and follow‑up tasks

Account Administration

Process account maintenance requests
Coordinate with custodians to ensure timely and compliant processing
Assist with placing trades under advisor direction

Office Administration

Manage scheduling, calendars, and office logistics
Maintain organized digital and physical filing systems
Oversee day‑to‑day office operations and vendor coordination
Ensure a professional, welcoming office environment

Bookkeeping

Manage QuickBooks entries, categorization, and reconciliations
Track expenses, invoices, and vendor payments
Support basic financial reporting for the firm
Handle payroll

Desired Skills & Experience

Experience in financial services, client service, or administrative operations
Familiarity with FINRA concepts, investment accounts, and advisory workflows
Experience with QuickBooks and basic bookkeeping
Excellent communication skills — warm, clear, and professional
High attention to detail and strong organizational habits
Ability to handle sensitive information with discretion and integrity

Who Thrives Here

Relationship‑driven professionals who genuinely enjoy helping people
Outgoing communicators who make clients feel comfortable and cared for
Trustworthy, reliable individuals who take ownership of their work
Community‑oriented people who value local relationships and long‑term connection
Self‑motivated

About Us

We are a boutique, relationship‑focused advisory firm serving families, professionals, and business owners. Our practice is client‑centered, emphasizing trust, clarity, and long‑term partnership. We take a steady, disciplined approach to our work and pride ourselves on being approachable, reliable, and discreet. Our office environment is calm, professional, and supportive. We value consistency, integrity, and thoughtful communication, and we work closely as a team to ensure clients receive a high level of care. As a locally rooted firm, we are committed to serving our community with humility and professionalism, and we look for team members who share those value.

Salary: Dependent on experience and time

Pay: $40,000.00 - $75,000.00 per year

Benefits:

401(k)
401(k) 4% Match
Flexible schedule
Health insurance
Internet reimbursement
Paid time off
Paid training
Parental leave
Retirement plan
Volunteer time off
Work from home

Work Location: In person

Quick Apply

Refine Your Search

client services associate jobs in bend, or

Client Service Associate

Senior Associate - Client Accounting Services

Senior Jewelry Sales Associate/ Client Experience Lead

Bonneville Power Administration (BPA) Client Team Leader

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