Top 925 Support advisor Jobs in Portland, Or

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
Experienced Service Advisor
BMW of Portland —Portland, OR
- $70,000 - $140,000 a year
- Full-time
- Clean driving record
- Dealership
- 5 years
- Paid holidays
- Health insurance
Quick Apply
Talent Acquisition Advisor
Mondelēz International —Portland, OR
- $97,300 - $133,815 a year
- Full-time
- Microsoft Excel
- Mid-level
- Office
- Paid holidays
- Disability insurance
Virtual Personal Banker
FIREFIGHTERS FIRST CREDIT UNION —Portland, OR
- $58,557 - $65,063 a year
- Urgently hiring
- Remote
- Mid-level
- High school diploma or GED
- AD&D insurance
- Paid holidays
Quick Apply
Estate Planning Attorney (3 years of Advanced Estate and Tax Planning Experience)
Law Offices of Nay & Friedenberg LLC —Portland, OR
- Full-time
- Mid-level
- 3 years
- US work authorization
- Free parking
- Profit sharing
Quick Apply
Insurance Agent - Tualatin, OR
COUNTRY Financial —Tualatin, OR
- Full-time
- Mid-level
- Office
- Bachelor's degree
Financial Advisor - Tualatin, OR
COUNTRY Financial —Tualatin, OR
- Full-time
- CPA
- Mid-level
- Office
Insurance Agent - Hillsboro, OR
COUNTRY Financial —Hillsboro, OR
- Full-time
- Mid-level
- Office
- Bachelor's degree
Insurance Agent - Sherwood, OR
COUNTRY Financial —Sherwood, OR
- Full-time
- Mid-level
- Office
- Bachelor's degree
Insurance Agent - St. Helens, OR
COUNTRY Financial —Saint Helens, OR
- Full-time
- Mid-level
- Office
- Bachelor's degree
Mechanical Engineer/Project Manager - West Linn, OR
Systems West Engineers —West Linn, OR
- From $120,000 a year
- Full-time
- 7 years
- System design
- 11+ years
- Relocation assistance
- Health insurance
Quick Apply
Director of Forensic Accounting & Fiduciary Services
BolyːWelch —Portland, OR
- $120,000 - $160,000 a year
- Hybrid work
- Research
- Office
- 3 years
- Profit sharing
- AD&D insurance
Shareholder
BolyːWelch —Portland, OR
- $225,000 - $300,000 a year
- Hybrid work
- 8 years
- Business development
- Senior level
- Profit sharing
- Health insurance
Sr. Mobile Technician, Portland
Lucid Motors —Beaverton, OR
- $33 - $45 an hour
- Mid-level
- Driver's License
- Driving
- Paid holidays
- Disability insurance
Tax Expert - Expert Center (West)
Intuit —Hillsboro, OR
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
5d
Bookkeeper/Executive Assistant- Bilingual English/Arabic
Vista Dental —Vancouver, WA
- $70,000 - $75,000 a year
- Full-time
- Google Workspace
- English
- Mid-level
- Paid training
- Paid holidays
Quick Apply
Upcoming Contract Positions – Material Designers
BolyːWelch —Beaverton, OR
- $35 - $44 an hour
- Temporary
- Mid-level
- 3 years
- In-person
- Health insurance
- Flexible spending account
Insurance Agent - Book Opportunity - Happy Valley, OR
COUNTRY Financial —Happy Valley, OR
- Full-time
- Mid-level
- Office
- Bachelor's degree
Insurance Agent - Book Opportunity - Oregon City, OR
COUNTRY Financial —Oregon City, OR
- Full-time
- Mid-level
- Office
- Bachelor's degree
Hiring Now: CCC-SLP School Speech Language Pathologist for 2026-2027 School Year
BlazerJobs —Beaverton, OR
- Full-time
- School experience
- Classroom
- Mid-level
- Health insurance
- Dental insurance
Quick Apply

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support advisor jobs near portland, or

Client Service Associate

Cerity Partners -
Portland, OR

Apply Now

Job Details

Full-time
$70,000 - $85,000 a year

Benefits

Commuter assistance
Dental insurance
401(k)
Paid time off
Parental leave
Vision insurance

Qualifications

Bachelor's degree

Full Job Description

Position Summary:

The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account openings, processing paperwork, scheduling client meetings, and preparing basic reports. The Associate ensures CRM data accuracy and helps with client follow-up and meeting preparations. This position requires excellent organizational skills, attention to detail, and a commitment to providing friendly and professional client service. The role also involves learning about investment products and improving internal processes under supervision.

Primary Responsibilities

Frequent custodian interaction & paperwork processing.
- Process account openings, funding, deposit electronic checks, money movements, process tasks with Custodians.
Schedule client meetings.
Basic preparation and follow-up for client meetings.
- Prepare client forms in advance of client meetings.
- Attend meetings to take notes and send a summary to both the client and the advisory team.
Develop knowledge of investment accounts, products and the forms required to transact business.
Assist with internal coordination across departments to ensure tasks/follow up is completed in a timely manner.
Responsible for cash transfers, wires, data maintenance, reporting and trading as needed.
Ongoing maintenance and quality control of CRM.
Organize advisory team meetings and events.
Receive client calls and resolve questions/issues as needed.
Execute client appreciation and retention activities.

Required Qualifications:

Bachelor’s degree
2+ years of experience

Skills and Competencies:

Demonstrate strong and effective communication, organizational and time management skills.
Ability to work in a team based/collaborative environment.
Must accept and thrive in a fast-paced, changing environment.
Adherence to all compliance policies & procedures.
Demonstrate the Cerity Partners culture.

Physical Requirements:

Prolonged periods sitting at a desk and working on a computer.
Must be able to lift up to 15 pounds at times.

Compensation Range:

$70,000 - $85,000

Why Cerity Partners :

Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:

Health, dental, and vision insurance – day 1!
401(k) savings and investment plan options with 4% match
Flexible PTO policy
Parental Leave
Financial assistance for advanced education and professional designations
Opportunity to give back time to local communities
Commuter benefits

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [email protected]. Applicants must be authorized to work for any employer in the U.S.

Apply Now

Refine Your Search

support advisor jobs in portland, or

Client Service Associate

Experienced Service Advisor

Talent Acquisition Advisor

Virtual Personal Banker

Estate Planning Attorney (3 years of Advanced Estate and Tax Planning Experience)

Insurance Agent - Tualatin, OR

Financial Advisor - Tualatin, OR

Insurance Agent - Hillsboro, OR

Insurance Agent - Sherwood, OR

Insurance Agent - St. Helens, OR

Mechanical Engineer/Project Manager - West Linn, OR

Director of Forensic Accounting & Fiduciary Services

Shareholder

Sr. Mobile Technician, Portland

Tax Expert - Expert Center (West)

Bookkeeper/Executive Assistant- Bilingual English/Arabic

Upcoming Contract Positions – Material Designers

Insurance Agent - Book Opportunity - Happy Valley, OR

Insurance Agent - Book Opportunity - Oregon City, OR

Hiring Now: CCC-SLP School Speech Language Pathologist for 2026-2027 School Year

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