Top 79 Client associate Jobs in Eugene Or

Client Relationship Associate
Finley Davis Private Wealth —Eugene, OR
- $20 - $21 an hour
- Full-time
- Background check
- Microsoft Outlook
- Office
Sales Associate, Part -Time, Oakway Center - Pottery Barn
Williams-Sonoma, Inc. —Eugene, OR
- Part-time
- High school diploma or GED
- Fair chance
- Leadership
- Wellness program
- Paid holidays
Seasonal sales associate
Lane Bryant —Eugene, OR
- Part-time
- Merchandising
- Communication skills
- Entry level
Quick Apply
Associate Veterinarian
Echo Hollow Veterinary Hospital and Urgent Care —Eugene, OR
- Part-time
- Mid-level
- Medical-surgical
- Communication skills
- Continuing education credits
- Paid parental leave
9d
Associate Mental Health Therapist
Brightways Counseling Group —Eugene, OR
- $67,158 - $120,960 a year
- Full-time
- Background check
- Private practice
- LMFT
- Health savings account
- Disability insurance
Quick Apply
9d
We're growing! Experienced Associate Attorney - Divorce & Family Law
Romano Law, PC —Oregon
- $101,000 - $250,000 a year
- Email
- Google Workspace
- Writing skills
- Research
- Health insurance
- Dental insurance
Quick Apply
Part Time Associate Banker Willamette Valley Eugene (30 hours)
JPMorganChase —Springfield, OR
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
9d
Retail Scan Associate (Eugene, OR 97401)
ScanScape —Eugene, OR
- $17 an hour
- Part-time
- 18 years or older
- High school diploma or GED
- Driver's License
- Travel reimbursement
- 401(k) matching
Quick Apply
Retail Sales Associate
MJacobs Furniture —Springfield, OR
- $40,000 - $150,000 a year
- Part-time
- In-person
- Communication skills
- Entry level
- Employee discount
Quick Apply
Front Desk and Wellness Educators at New Wellness Studio
Restore Hyper Wellness - OR010 —Eugene, OR
- $16 an hour
- Part-time
- Leadership
- Entry level
- Employee discount
- Opportunities for advancement
Quick Apply
Sales Associate
Chico's —Eugene, OR
- 8 hour shift
- 18 years or older
- High school diploma or GED
- Ability to lift 50 pounds
Sales Associate
Orangetheory - Franchise #0326 —Eugene, OR
- $14.70 - $25.00 an hour
- Part-time
- Communication skills
- Marketing
- Entry level
- Paid training
- Employee discount
Quick Apply
Hyperbaric tech/front desk
New Leaf Hyperbarics Eugene —Eugene, OR
- From $17 an hour
- Part-time
- Patient monitoring
- Sanitation
- No experience needed
- Free parking
- Wellness program
Quick Apply
Sales Associate
Riser Fitness, LLC —Eugene, OR
- $16 - $22 an hour
- Part-time
- Computer literacy
- English
- Travel
Quick Apply
Business Development Associate Biotech Solutions - Pacific Northwest Region
Thermo Fisher Scientific —Eugene, OR
- $68,800 - $103,150 a year
- Full-time
- Up to 50% travel
- 5 years
- Research
- Commuter assistance
- Paid parental leave
Sales Associate
White House Black Market —Eugene, OR
- 8 hour shift
- 18 years or older
- High school diploma or GED
- Ability to lift 50 pounds
Client Accounting & Advisory Services (CAAS) Associate
Isler CPA —Eugene, OR
- $51,000 - $60,000 a year
- Full-time
- Mid-level
- Office
- Continuous improvement
- Health insurance
- 401(k)
Quick Apply
Bilingual (Spanish/English) Front Office Associate
EMERGENCE . —Eugene, OR
- $21 - $23 an hour
- Part-time
- Spanish
- English
- Clinic
- Paid training
- Paid holidays
Quick Apply
Accounts Receivable Associate
Gheen Irrigation Works, Inc —Eugene, OR
- $20 - $23 an hour
- Part-time
- Mid-level
- Office
- High school diploma or GED
- Health savings account
- Health insurance
Quick Apply
7d
Associate Advisor
Finley Davis Private Wealth —Eugene, OR
- Full-time
- Background check
- Microsoft Outlook
- Office

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Client Relationship Associate

Finley Davis Private Wealth
Eugene, OR

Apply Now

Job Details

Full-time
$20 - $21 an hour

Qualifications

Search engines
Confidential information handling
Microsoft Outlook
Spreadsheets

Full Job Description

Hourly Compensation

$20.00 – $21.00 / per hour
Based on experience

Status

Full time

Do you enjoy helping people? Are you self-motivated with high attention to detail? Our firm is looking for a full-time Client Relationship Associate to support general administrative processes and procedures. Our company is growing and we hope to find someone that will want to be with our firm long term (2+ years). We value education and want to develop our employees to take on other roles within our company.

Benefits of working with Finley Davis

Learn cool things every day
Enjoy where you work
Feel good about your job
Get hands-on training
Thrive in a fast-paced work environment
Grow with a positive team of coworkers
Be reminded that you make a difference
Excel in a variety of office duties
Laugh every single day (highly encouraged!)
Become an official Client Relationship Associate Rockstar
Client Relationship Associate Duties and Responsibilities
Complete client service tasks as assigned and train to be competent in all areas over time
Finalize the preparation for all appointments, including generating meeting materials and client presentations for financial advisors
Greet clients with enthusiasm, offer food and beverages and seat them for meetings
Manage incoming and outgoing communications (telephone, email, faxes)
Answer phones, route calls, and take/distribute messages
Schedule and manage tasks and activities in CRM and Outlook calendars
Provide general office support (photocopying, faxing, filing, office errands, creating documents, etc.).
Maintain and organize electronic client files
Transfer client notes and active tasks to CRM programs
Update client information as necessary
Learn how to use all office equipment
Keep appropriate levels of inventory for refreshments and snacks
Maintain overall cleanliness of office (dust, vacuum, empty and take out trash, clean or recycle beverage containers.)
Support general administrative needs as requested
Complete office opening and closing procedures

Requirements

Financial services experience preferred
Excellent verbal and written communication skills
Extreme attention to detail and accuracy required
Proficient in Microsoft Excel, Outlook, Word, and general computer skills
Ability to navigate digital tools and search engines
Impeccable ability to maintain confidentiality and integrity
Effective follow-up skills and ability to meet deadlines without prompting
Thorough work ethic with great attention to detail
Work well under pressure
Professional appearance and demeanor
Energetic, eager to learn, willing to cooperate
Self-motivated with ability to work well independently and under direction
Pass Fingerprint/Background Check
Personality Assessment

Comfortable with being a “team player” and doing whatever is needed, big or small

This is a summary outline of the responsibilities initially required of a Client Relationship Associate. This description may be modified as necessary.

For more information please contact us at:
[email protected]

Apply Now

Refine Your Search

client associate jobs in eugene or

Client Relationship Associate

Sales Associate, Part -Time, Oakway Center - Pottery Barn

Seasonal sales associate

Associate Veterinarian

Associate Mental Health Therapist

We're growing! Experienced Associate Attorney - Divorce & Family Law

Part Time Associate Banker Willamette Valley Eugene (30 hours)

Retail Scan Associate (Eugene, OR 97401)

Retail Sales Associate

Front Desk and Wellness Educators at New Wellness Studio

Sales Associate

Sales Associate

Hyperbaric tech/front desk

Sales Associate

Business Development Associate Biotech Solutions - Pacific Northwest Region

Sales Associate

Client Accounting & Advisory Services (CAAS) Associate

Bilingual (Spanish/English) Front Office Associate

Accounts Receivable Associate

Associate Advisor

I want to receive the latest job alert for client associate in eugene or

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