Top 260 Licensing associate Jobs in Hillsboro, Or

Client Services Associate
BolyːWelch —Beaverton, OR
- $75,000 - $85,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Finance
- Paid holidays
- Paid time off
6d
Respiratory Care Practitioner 2 - Adults and Pediatrics
Oregon Health & Science University —Portland, OR
- $41.60 - $57.10 an hour
- Full-time
- Background check
- Medication administration
- PALS Certification
- Free parking
- Health savings account
Associate Attorney
The Springs Living —Beaverton, OR
- OSHA
- HIPAA
- Mid-level
- Disability insurance
- Health insurance
Quick Apply
IT Manager
Confidential —Portland, OR
- $125,000 - $135,000 a year
- Full-time
- Microsoft Outlook
- Computer Science
- 5 years
- Health insurance
- Dental insurance
Quick Apply
4d
Medical Director (DVM)
Tualatin Animal Clinic —Tualatin, OR
- Full-time
- Senior level
- Leadership
- Communication skills
- Continuing education credits
- Paid parental leave
Associate Veterinarian
Peninsula Pet Clinic —Portland, OR
- $130,000 - $180,000 a year
- Clinic experience
- Mid-level
- Medical-surgical
- Continuing education credits
- Paid parental leave
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
Associate Veterinarian
Family Pet Clinic of Newberg —Newberg, OR
- Part-time
- Medical-surgical
- Operating room
- Senior level
- Continuing education credits
- Relocation assistance
Medical Director (DVM)
Aloha Animal Medical Center —Aloha, OR
- $140,000 - $180,000 a year
- Surgery
- Senior level
- Radiology
- Continuing education credits
- Paid parental leave
12d
Portfolio Manager
BolyːWelch —Portland, OR
- $160,000 - $200,000 a year
- Hybrid work
- 5 years
- Finance
- Bachelor's degree
- Disability insurance
- Health insurance
Floating Teacher - Curious Minds Preparatory Preschool in Sherwood
Curious Minds Preparatory Preschool Sherwood —Sherwood, OR
- $18 - $19 an hour
- Part-time
- Background check
- School experience
- Classroom
- Health insurance
- Dental insurance
Quick Apply
Associate Veterinarian
Wildwood Animal Hospital —Portland, OR
- No weekends
- Mid-level
- Surgery
- Communication skills
- Continuing education credits
- Paid parental leave
12d
EHS Lead Teacher
SELF - Support for Early Learning & Families —Vancouver, WA
- $25.28 - $27.76 an hour
- 8 hour shift
- Classroom
- 18 years or older
- CPR Certification
- Paid holidays
- Health insurance
Quick Apply
Lead Preschool Teacher
Grace Baptist Church —Newberg, OR
- $22 an hour
- Part-time
- Classroom
- CPR Certification
- Mid-level
- Paid time off
Quick Apply
7d
Associate Training Director
Portland Mental Health & Wellness —Portland, OR
- $95,000 - $105,000 a year
- Full-time
- Hybrid work
- Background check
- Google Workspace
- Doctoral degree
- Commuter assistance
- AD&D insurance
Quick Apply
Financial Advisor
Edward Jones —Portland, OR
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
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
Associate Claims Adjuster, Workers Compensation
Liberty Mutual —Lake Oswego, OR
- $50,000 - $94,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
Licensed Insurance Agent/Customer Service Representative
State Farm —Beaverton, OR
- $18 - $24 an hour
- Full-time
- Bilingual
- Background check
- Spanish
- Health insurance
- 401(k)
Quick Apply
Director of Health Services (RN) + $5,000 Sign-On
MBK Senior Living —Portland, OR
- $110,000 - $120,000 a year
- Full-time
- Nursing
- Current TB test
- RN License
- Wellness program
- Relocation assistance
Quick Apply
10h

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licensing associate jobs near hillsboro, or

Client Services Associate

BolyːWelch -
Beaverton, OR

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Job Details

Full-time
$75,000 - $85,000 a year
6 days ago

Benefits

Paid holidays
Paid time off
401(k) matching

Qualifications

Financial services customer support
Bachelor's degree
Financial services

Full Job Description

Job Number: 32508

Salary: $75K-$85K

Industry: Wealth Management

Must Haves:

2+ years in financial advising in a client services role
Bachelor’s degree in business, finance, accounting, or related field
Familiarity with CRM, custodial paper, or financial planning software

Your New Role:

Our client isn’t looking for a salesperson; they’re looking for someone who clients are genuinely excited to hear from. If you’re seeking a finance role that offers a high degree of ownership, meaningful client interaction, and the opportunity to manage complex work with care and precision, we highly encourage you to consider this unique opportunity as our client’s next Client Services Associate.

As the Client Services Associate, you’ll serve as the primary point of contact for clients, delivering concierge-level service and ensuring every interaction feels personal, seamless, and well-managed. You’ll coordinate client meetings across multiple advisors, collect and track onboarding documents, and prepare and process custodial requests for account service and transfers. You’ll also support advisors before and after client meetings by preparing materials, communicating with clients before and after reviews, and translating meeting notes into clear, actionable follow-up tasks.

This role also calls for strong technical aptitude. You’ll become proficient across the company’s technology stack (including Advyzon and AI note-taking software) and use those tools to make client service faster, more consistent, and easier to manage. You’ll create and manage follow-up tasks, monitor client alerts, and flag items that require an advisor’s attention. You’ll also maintain accurate records, handle administrative responsibilities, and contribute to research and marketing meetings as needed.

The team is looking for someone who takes initiative, communicates warmly and clearly, and is exceptionally organized and detail-oriented. You’ll also need to be comfortable learning new software and eager to grow into financial planning and advisory work overtime.

This is a full-time hybrid role based in our client’s beautiful Beaverton office. You’ll be a short commute from nature walks, local amenities, and bustling shopping districts, giving you plenty of nearby spaces to enjoy the Beaverton area while on break.

Your New Organization:

Join an independent, owner-operated wealth management firm in the Portland area known for serving families and business owners with the kind of attentive, personalized service that feels like having a financial concierge at their fingertips. This is a small, close-knit team where you can step into a career path that supports your growth in financial planning. You’ll be able to move at a pace that fits your goals, with support for licensing and rare mentorship from experienced advisors.

Benefits include a discretionary annual bonus, 401(k) with company match, PTO, paid holidays, and a stipend for remaining benefit coverage.

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!

#MID0622 #LI-CS1

Apply Now

Refine Your Search

licensing associate jobs in hillsboro, or

Client Services Associate

Respiratory Care Practitioner 2 - Adults and Pediatrics

Associate Attorney

IT Manager

Medical Director (DVM)

Associate Veterinarian

Senior Client Service Associate

Associate Veterinarian

Medical Director (DVM)

Portfolio Manager

Floating Teacher - Curious Minds Preparatory Preschool in Sherwood

Associate Veterinarian

EHS Lead Teacher

Lead Preschool Teacher

Associate Training Director

Financial Advisor

Senior Wealth Management Associate

Associate Claims Adjuster, Workers Compensation

Licensed Insurance Agent/Customer Service Representative

Director of Health Services (RN) + $5,000 Sign-On

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