Top 38 Client services associate Jobs in Milwaukie, Or

CLIENT SERVICE ASSOCIATE
Point Forward Wealth Advisors —Lake Oswego, OR
- $60,000 - $70,000 a year
- Full-time
- Mid-level
- Office
- Travel
- Health savings account
- Paid holidays
Quick Apply
1d
Registered Client Associate
D.A. Davidson —Lake Oswego, OR
- Overtime
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Health insurance
13d
Client Service Associate
Cerity Partners —Portland, OR
- $70,000 - $85,000 a year
- Email
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Commuter assistance
- Dental insurance
Client Service Associate
Coldstream Wealth Management —Portland, OR
- $60,000 - $70,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Paid parental leave
- Paid holidays
Quick Apply
Client Associate - 2
IMA Financial Group —Portland, OR
- $50,000 - $65,000 a year
- 1 year
- Entry level
- Health savings account
- AD&D insurance
Quick Apply
8d
Client Service Associate
Mariner Wealth Advisors —Tigard, OR
- $70,000 - $85,000 a year
- Full-time
- Office
- High school diploma or GED
- Analysis skills
Client Associate Washington Square
Travis Mathew —Portland, OR
- $18.20 - $20.00 an hour
- Part-time
- Cash register
- Computer skills
- Communication skills
6d
Client Associate-1 - Employee Benefits
IMA Financial Group —Portland, OR
- $53,000 - $56,000 a year
- 1 year
- Entry level
- Health savings account
- AD&D insurance
Quick Apply
Client Associate Washington Square
Callaway —Portland, OR
- Part-time
- Cash register
- Computer skills
- Communication skills
6d
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
Client Financial Coordinator
VCA Animal Hospitals —Clackamas, OR
- Weekends as needed
- Mid-level
- High school diploma or GED
- Medical terminology
- Health insurance
- Dental insurance
Client Services Associate / Receptionist
Northwest Mothers Milk Bank —Tigard, OR
- From $20 an hour
- Part-time
- Background check
- Spanish
- Hospital
Quick Apply
8d
Wealth Management Client Associate
U.S. Bank National Association —Portland, OR
- $21.25 - $28.32 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Disability insurance
Client Relationship Marketing Associate Director
Accenture —Beaverton, OR
- $150,900 - $369,800 a year
- Full-time
- Remote
- Marketing
- 3 years
- Bachelor's degree
- Paid holidays
- Disability insurance
5d
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
International Client Service Associate
Fisher Investments —Camas, WA
- $55,000 - $70,000 a year
- Full-time
- Hybrid work
- Office
- Bachelor's degree
- Experience equivalent to degree accepted
- Paid holidays
- Health insurance
Client Service Associate
Harlow Wealth Management —Vancouver, WA
- $55,000 - $65,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
Senior Tax Associate - Private Client Services
Aprio —Lake Oswego, OR
- Full-time
- Hybrid work
- CPA
- Mid-level
- 3 years
- Profit sharing
- Wellness program
2h
Inside Sales/Customer Service
SunSource —Vancouver, WA
- Office
- Organizational skills
- Entry level
Quick Apply
Home Center Account Rep/Sales & Customer Service Rep
Orepac Holding Company —Wilsonville, OR
- Overtime
- Background check
- Mid-level
- Office
- Health savings account
- Paid holidays
Quick Apply
4d

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CLIENT SERVICE ASSOCIATE

Point Forward Wealth Advisors
Lake Oswego, OR

Quick Apply

Job Details

Full-time
$60,000 - $70,000 a year
1 day ago

Benefits

Health savings account
Paid holidays
Disability insurance
401(k) 3% Match
Health insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Life insurance

Qualifications

Interpersonal skills
Triage
Executive administrative support
Salesforce Cloud
Financial services
CRM system proficiency
Productivity software
Delegation

Full Job Description

POSITION OVERVIEW

Point Forward Wealth Advisors is a boutique wealth management practice committed to delivering an exceptional, high‑touch client experience. We are a 20+ person team, including eight financial advisors, servicing over 1,100 client households, derived solely from organic growth and referrals. We are seeking a highly organized, self‑directed Client Service Associate who thrives in a fast‑paced, interruption‑heavy environment and can confidently manage multiple competing priorities while exercising sound judgement and initiative. This person will directly support senior advisors and leaders, while also working closely with team members across all departments: fellow client service associates, financial planners, and investment specialists.

WHAT SUCCESS LOOKS LIKE IN THIS ROLE

Your positive attitude is obvious to clients and contagious to our teammates.
You stay organized and focused despite frequent interruptions.
You independently track tasks and follow them through to completion.
You communicate professionally and confidently with clients in person, by phone and email.
You arrive on time and prepared each day.
You anticipate needs rather than waiting to be directed.
You ask questions rather than make assumptions.

KEY RESPONSIBILITIES

Coordinate internal and client-facing meetings for executive leadership and senior advisors, prioritizing multiple needs with limited availability.
Maintain a proper annual flow of business for each client based on set specifications.
Triage incoming communications for executive leadership and senior advisors, knowing when to delegate issues, send responses individually, or draft replies for the advisor’s review.
Daily prep and debrief of client meetings, and delegating follow-up.
Occasional travel support, including conference, transportation, and offsite meeting booking.
Support long-term client relationships by providing consistent, high‑touch service.
Provide operational assistance with repeated processes; offer observations on bottlenecks and ideas for improvement.
Eagerness to learn and grow as an individual and team; embracing AI & automation but never sacrificing client experience.
Backup support for front desk client concierge, including welcoming clients and guests; answering and directing calls; and checking voicemails in a timely fashion.
Consistently uphold high standards of confidentiality, ethics, and professionalism.

· We believe in promoting from within whenever possible. Successful team members who demonstrate initiative, reliability, and leadership are often presented with opportunities for expanded responsibilities, growth, and increased compensation.

REQUIRED SKILLS & QUALIFICATIONS

Direct administrative support experience is required.
Financial industry experience is strongly preferred.
Professional demeanor and communication skills, both in person and virtually.
Strong interpersonal skills and a client-first mindset.
Comfort with technology. Our daily software suite is Microsoft Office and Salesforce CRM, with additional training on financial tools.

BENEFITS (after 90-day probationary period)

· 401(k) with automatic 3% employer contribution.

Health, vision, life, and disability insurance.
Discretionary company bonus.
Generous paid time off: holidays, birthday, sick time, and 15 days of personal time for the first four years of employment, after which days are increased.
Complimentary financial advisory services.

HOW TO APPLY

When PFWA was founded in 2010, we had the feeling and the vision that being part of something bigger than ourselves would allow us to help families in our community. We are proud of how our journey has progressed and look forward to witnessing the impact PFWA will have for generations to come. There is nothing more satisfying than seeing someone reach their financial and personal goals and knowing that we had a hand in helping them along the way.

Our team has also put a lot of thought into creating a positive and thriving culture; one that emphasizes client focus, excellence, hard work, personal accountability, and opportunity for career growth. Fulfilling our mission depends on us working alongside each other.

If you would like to be considered for this role, please include a cover letter detailing how you see yourself aligning with our vision, and three things about the position or our team that interest you.

Pay: $60,000.00 - $70,000.00 per year

Benefits:

401(k)
401(k) 3% Match
Health insurance
Health savings account
Life insurance
Paid time off
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

client services associate jobs in milwaukie, or

CLIENT SERVICE ASSOCIATE

Registered Client Associate

Client Service Associate

Client Service Associate

Client Associate - 2

Client Service Associate

Client Associate Washington Square

Client Associate-1 - Employee Benefits

Client Associate Washington Square

Senior Client Service Associate

Client Financial Coordinator

Client Services Associate / Receptionist

Wealth Management Client Associate

Client Relationship Marketing Associate Director

Senior Private Client Services Manager

International Client Service Associate

Client Service Associate

Senior Tax Associate - Private Client Services

Inside Sales/Customer Service

Home Center Account Rep/Sales & Customer Service Rep

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