Top 82 Client associate Jobs in Springfield, Or

Client Relationship Associate
Finley Davis Private Wealth —Eugene, OR
- $20 - $21 an hour
- Full-time
- Background check
- Microsoft Outlook
- Office
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
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
10d
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
Associate Advisor - Servicing Advisor
Willamette Wealth Partners —Eugene, OR
- $70,000 - $85,000 a year
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- Health savings account
- Paid holidays
Quick Apply
7d
QMHA (Qualified Mental Health Associate)
Amergis Healthcare Staffing —Eugene, OR
- $1,120 a week
- 18 years or older
- CPR Certification
- Nursing
- Health insurance
- Dental insurance
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
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
Residential Care Associate II - 5754
ColumbiaCare Services —Eugene, OR
- $22.50 - $23.88 an hour
- Part-time
- Bilingual
- 18 years or older
- Clean driving record
- Paid training
- Paid holidays
Quick Apply
6d
Seasonal sales associate
Lane Bryant —Eugene, OR
- Part-time
- Merchandising
- Communication skills
- Entry level
Quick Apply
Sales Associate
Riser Fitness, LLC —Eugene, OR
- $16 - $22 an hour
- Part-time
- Computer literacy
- English
- Travel
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
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
Bookkeeper / Accounting Associate – Tax Training Opportunity
BKS CPAs LLC —Eugene, OR
- $24 - $30 an hour
- Full-time
- No experience needed
- Mid-level
- Office
- Paid training
- Paid holidays
Quick Apply
10d
Associate Benefits Analyst, Employee Benefits
HUB International —Eugene, OR
- $30.76 - $35.89 an hour
- Online Application
- Microsoft Excel
- Writing skills
- Mid-level
- Health savings account
- Disability insurance
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
Residential Care Associate I - 5679
ColumbiaCare Services —Eugene, OR
- $21.42 - $22.07 an hour
- Part-time
- Bilingual
- 18 years or older
- Clean driving record
- 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
8d
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
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

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client associate jobs near springfield, or

Client Relationship Associate

Finley Davis Private Wealth
Eugene, OR

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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 springfield, or

Client Relationship Associate

Retail Sales Associate

Associate Veterinarian

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

Associate Advisor - Servicing Advisor

QMHA (Qualified Mental Health Associate)

Hyperbaric tech/front desk

Front Desk and Wellness Educators at New Wellness Studio

Residential Care Associate II - 5754

Seasonal sales associate

Sales Associate

Sales Associate

Client Accounting & Advisory Services (CAAS) Associate

Bookkeeper / Accounting Associate – Tax Training Opportunity

Associate Benefits Analyst, Employee Benefits

Part Time Associate Banker Willamette Valley Eugene (30 hours)

Residential Care Associate I - 5679

Accounts Receivable Associate

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

Retail Scan Associate (Eugene, OR 97401)

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

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