Top 103 client advisor Jobs in medford, or

Client Service Associate
Practice Financial Group, LLC —Jacksonville, OR
- $50,000 - $70,000 a year
- Full-time
- Microsoft Excel
- Office
- Microsoft Office
- Health insurance
- Dental insurance
Quick Apply
IT Technical Account Manager
Pacific Office Automation —Medford, OR
- $60,000 - $100,000 a year
- 5 years
- Analysis skills
- Presentation skills
- Health savings account
- Health insurance
Quick Apply
4d
Commercial Insurance Account Manager
Orr & Associates Insurance Services —Medford, OR
- $60,000 - $70,000 a year
- Full-time
- Mid-level
- In-person
- Communication skills
- Flexible schedule
Quick Apply
4d
Insurance Agent - Medford, OR
COUNTRY Financial —Medford, OR
- Full-time
- Mid-level
- Office
- Bachelor's degree
Financial Advisor - Medford, OR
COUNTRY Financial —Medford, OR
- Full-time
- CPA
- Mid-level
- Office
Finance Coordinator
KAIROS —Grants Pass, OR
- $25.04 - $30.42 an hour
- Full-time
- Clean driving record
- Research
- Mid-level
- AD&D insurance
- Paid holidays
Quick Apply
1d
Office Manager
Aspire Caregiving —Central Point, OR
- $45,000 - $60,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Mileage reimbursement
- Health insurance
Quick Apply
Strategic Account Executive
Zillow —Oregon
- $37.10 - $62.40 an hour
- Full-time
- Remote
- Travel
- Fair chance
- Senior level
3d
Microsoft Dynamics 365 Functional Consultant (D365 F&SCM)
CGI Group, Inc. —Oregon
- $89,600 - $188,100 a year
- 5 years
- Writing skills
- Bachelor's degree
- Paid jury duty
- Paid parental leave
D365 Finance & Operations Functional Consultant
CGI Group, Inc. —Oregon
- $89,600 - $188,100 a year
- 5 years
- Writing skills
- SQL
- Paid jury duty
- Paid parental leave
Lead D365 Functional Solution Architect (F&SCM)
CGI Group, Inc. —Oregon
- $89,600 - $188,100 a year
- Hybrid work
- DevOps
- Bachelor's degree
- Mentoring
- Paid jury duty
- Paid parental leave
Remote Licensed Insurance Sales Representative
Jeremy Olson Allstate Agency —Oregon
- $100,000 - $200,000 a year
- Full-time
- Remote
- Mid-level
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
8d
Part-Time Beauty Advisor - Sephora
KOHLS —Medford, OR
- From $15.55 an hour
- Part-time
- Writing skills
- Communication skills
- Entry level
Client Service Associate - Non-Registered
Stifel —Medford, OR
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- Health insurance
- Dental insurance
3d
Personal Banker
KeyBank National Association —Central Point, OR
- $20.67 - $31.25 an hour
- 8 hour shift
- Word processing
- Mid-level
- Office
Branch Manager
KeyBank National Association —Medford, OR
- $69,000 - $105,000 a year
- Full-time
- Public speaking
- No high school diploma
- Research
Cashier, Receptionist
D.A. Davidson —Medford, OR
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Office
- Paid holidays
- Health insurance
Retail Cosmetics Sales Associate - Prestige Beauty, Medford Rogue Valley - Part Time
Macy’s —Medford, OR
- $15.05 - $22.08 an hour
- Part-time
- Merchandising
- English
- 1 year
- Store discount
- Paid holidays
5d
Sales and Marketing Specialist
Sinclair Broadcast Group —Medford, OR
- Full-time
- Customer service
- Mid-level
- Driver's License
- Opportunities for advancement
Teller
KeyBank National Association —Ashland, OR
- $18.00 - $23.08 an hour
- 8 hour shift
- Computer literacy
- Office
- Windows
8d

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client advisor jobs near medford, or

Client Service Associate

Practice Financial Group, LLC
Jacksonville, OR

Quick Apply

Job Details

Full-time
$50,000 - $70,000 a year

Benefits

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

Qualifications

Teamwork
Microsoft Excel
Spreadsheets
Employee relationship building
Microsoft Office
Administrative experience
Data management
Attention to detail

Full Job Description

Client Service Associate

Full-Time | In-Office | Jacksonville, OR 97530

Firm Type: Registered Investment Advisor
Department: Retirement & Investments
Reports To: Investment Operations Manager

About Practice Financial Group (PFG)

Practice Financial Group (“PFG”) is a financial services firm dedicated to meeting the comprehensive financial needs of self-employed doctors—primarily dentists. Located in Jacksonville, Oregon, PFG is a national firm with clients across the country. To learn more about us, visit www.practicefinancialgroup.com.

More importantly, PFG is an excellent place to work. We are growing, and our Retirement & Investments Department is expanding to support that growth. We offer a stable, long-term career opportunity for the right individual who values teamwork, accuracy, and professional development.

Position Summary

The Client Service Associate is an entry-level position within the Retirement & Investment Operations Team and works closely with the firm’s Financial Planning and Operations teams to support client account administration and service requests. This role is designed for someone early in their career who is detail-oriented, eager to learn, and interested in building a long-term career within the operations side of the financial advisory industry while working with clients and custodial platforms.

This job focuses heavily on working with and through others, building and maintaining relationships, and working closely and accurately within established guidelines. It requires an effective communicator: someone who is able to motivate others while understanding and responding to their needs and concerns.

This role involves meeting and working with many different people. The person in this position must be friendly and genuinely interested in the needs of others, whether that's managers, team members, customers, or the company itself. This person must have a persuasive, teaching-oriented mindset and be able to easily communicate the company's policies, programs, and systems. Expect a faster-than-average pace of work for this position.

Detailed work is another major focus of the job; these details need to be handled quickly, correctly, and efficiently. As this role often focuses on building and maintaining relationships with others, it's important to articulate the details effectively when working with others. If the job involves managing people, this person must be able to follow up carefully, closely, and cheerfully to maintain the quality of the work and relevant relationships. Any necessary corrections should be made in a constructive, supportive manner.

Given timeliness is an important factor in this role, this person's work must be done quickly and correctly. In general, this is a position where guidelines, structure, and established policies must be followed fairly closely while working with or for others.

Key Responsibilities

Account Support & Administration

Assist with opening and maintaining client accounts, including individual, joint, and retirement accounts
Prepare, organize, and submit account forms to custodians, with training provided
Review account documentation for completeness and accuracy and ensure timely processing

Transfers & Money Movement

Support account transfers, rollovers, and money movement requests
Learn the differences between taxable and tax-advantaged accounts and how they impact transactions
Track submitted requests and follow up through completion

Custodian & Platform Coordination

Work with custodians (Schwab familiarity a plus) to process service requests
Monitor account statuses and assist with resolving routine issues or discrepancies
Learn and follow firm procedures, custodial systems, and operational standards

Client Service & Communication

Serve as a point of contact for routine client service requests via phone and email
Communicate clearly and professionally with clients regarding documentation requirements, timelines, and next steps
Escalate more complex client needs to the Investment Operations Manager as appropriate

Organization & Data Management

Maintain accurate client records and internal documentation
Use Excel and internal systems to analyze, organize, and maintain data accurately and efficiently
Support the firm’s commitment to accuracy, organization, and compliance

Required Qualifications

Strong attention to detail and ability to follow established processes
Professional written and verbal communication skills
Comfort working with numbers, forms, and structured data
Proficiency with Microsoft Excel and basic office technology
Ability to prioritize tasks, manage time effectively, and meet deadlines

Preferred Qualifications

Exposure to financial services, banking, accounting, or administrative roles
Basic understanding of taxable vs. non-taxable accounts or a demonstrated willingness to learn
Interest in a long-term career within retirement and investment operations or client service support
Familiarity with Schwab, Fidelity, or other custodial platforms is a plus
Experience working within defined processes and contributing as part of a team

Personal Attributes

Coachable and eager to learn
Organized, reliable, and detail-oriented
Client-focused with a strong service mindset
Comfortable working as part of a collaborative, small team

Growth Opportunity (Operations Track)

This position offers hands-on training and increasing responsibility within the Retirement & Investment Operations function. As experience grows, the Client Service Associate may take on additional operational responsibilities and progress within the operations team.

In-depth knowledge of retirement plans or investments is not required to apply. Enthusiasm, organization, accuracy, and a willingness to learn are far more important. Training and education will be provided.

Position Details

Position: Full-Time Client Service Associate
Compensation: $50,000 – $70,000 annually, depending on experience
Benefits: 401(k) plan, generous PTO policy, comprehensive health insurance package (Health, Dental, Vision, Basic Life Insurance)
Hours: Monday–Thursday 8:00 AM–5:00 PM; Friday 8:00 AM–2:30 PM
Work Environment: In-office

Application Instructions

To be considered for this position, please submit a PDF copy of the following:

Resume
Cover letter (including salary requirements)
At least two professional references

We appreciate your interest in Practice Financial Group and look forward to hearing from you.

Job Type: Full-time

Pay: $50,000.00 - $70,000.00 per year

Benefits:

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

Work Location: In person

Quick Apply

Refine Your Search

client advisor jobs in medford, or

Client Service Associate

IT Technical Account Manager

Commercial Insurance Account Manager

Insurance Agent - Medford, OR

Financial Advisor - Medford, OR

Finance Coordinator

Office Manager

Strategic Account Executive

Microsoft Dynamics 365 Functional Consultant (D365 F&SCM)

D365 Finance & Operations Functional Consultant

Lead D365 Functional Solution Architect (F&SCM)

Remote Licensed Insurance Sales Representative

Part-Time Beauty Advisor - Sephora

Client Service Associate - Non-Registered

Personal Banker

Branch Manager

Cashier, Receptionist

Retail Cosmetics Sales Associate - Prestige Beauty, Medford Rogue Valley - Part Time

Sales and Marketing Specialist

Teller

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