Top 4630 Service associate Jobs in Tigard, 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
4d
Human Resources Administrative Assistant | Sheraton Portland Airport Hotel
PM Hospitality Strategies, Inc. —Portland, OR
- $20 an hour
- Hotel
- Communication skills
- Entry level
Quick Apply
12d
Real Estate Receptionist
Utopia Management, Inc. —Portland, OR
- $20 an hour
- Full-time
- Inventory management
- Customer service
- Computer literacy
- Mileage reimbursement
- Health insurance
Quick Apply
9d
Client Service Associate
Mariner Wealth Advisors —Tigard, OR
- $70,000 - $85,000 a year
- Full-time
- Office
- High school diploma or GED
- Analysis skills
3d
Administrative Office Coordinator
WOMENS HEALTHCARE ASSOCIATES LLC —Portland, OR
- $21.25 - $30.74 an hour
- Full-time
- Mid-level
- Office
- Administrative experience
- Paid parental leave
- AD&D insurance
Quick Apply
3d
Member Services Associate
Villa Sport —Beaverton, OR
- Part-time
- Bilingual
- Organizational skills
- 16+ years old
- 401(k) matching
Quick Apply
Event Production Associate
Events Unlimited —Tualatin, OR
- $25 - $45 an hour
- Full-time
- Clean driving record
- Heavy lifting
- Office
Quick Apply
Receptionist - Bonaventure of Tigard
Bonaventure Senior Living —Tigard, OR
- From $18 an hour
- Urgently hiring
- CPR Certification
- Microsoft Excel
- Microsoft Outlook
- Paid training
- Health insurance
Quick Apply
Cafe Associate
Villa Sport —Beaverton, OR
- Seasonal
- Bilingual
- Organizational skills
- 16+ years old
- 401(k) matching
Quick Apply
Bakery and Coffee Team Member - Macadam
ZUPAN Enterprises oregon —Lake Oswego, OR
- Weekends as needed
- Microsoft Outlook
- Merchandising
- Bakery
Quick Apply
4d
WAREHOUSE ATTENDANT (FULL TIME)
Canteen —Tigard, OR
- $22 - $25 an hour
- Urgently hiring
- Background check
- Food service experience
- Data entry
- Commuter assistance
- Disability insurance
Quick Apply
Front Desk Agent - Part Time | Residence Inn, Lake Oswego
Residence Inn, Lake Oswego —Lake Oswego, OR
- Part-time
- Residential
- Hotel
- High school diploma or GED
Quick Apply
Hotline Screener (Social Service Specialist 1) 6 Positions
Department of Human Services —Portland, OR
- $4,954 - $7,592 a month
- Overtime
- Hybrid work
- Background check
- Spanish
- Writing skills
- Loan forgiveness
3d
Warehouse Associate- Tigard, OR
Woodgrain —Tigard, OR
- Pass drug screening
- High school diploma or GED
- Ability to lift 50 pounds
- Health savings account
- AD&D insurance
Quick Apply
5d
Youth Programs and Recreation Coordinator
City of Hillsboro Oregon —Hillsboro, OR
- $67,148 - $88,363 a year
- Weekends as needed
- Clean driving record
- Driver's License
- Continuous improvement
- AD&D insurance
- Disability insurance
9d
Front Desk Support Staff (Office Specialist 2)
Department of Human Services —Beaverton, OR
- $3,515 - $4,738 a month
- Overtime
- Background check
- Clean driving record
- Word processing
- Loan forgiveness
- Flexible schedule
Front Desk Associate
The Grand Hotel at Bridgeport —Tigard, OR
- Part-time
- 18 years or older
- Clean driving record
- Sales
- Health insurance
- Dental insurance
Food & Bev Summer Lead Associate
Villa Sport —Beaverton, OR
- Seasonal
- Bilingual
- High school diploma or GED
- Ability to lift 50 pounds
- 401(k) matching
Quick Apply
Communications Specialist
Oregon Nurses Association —Tualatin, OR
- $84,355 - $131,019 a year
- Full-time
- Microsoft Word
- Computer literacy
- Mid-level
Hotline Screener (Social Service Specialist 1) Job-Share
Department of Human Services —Portland, OR
- $4,954 - $7,592 a month
- Part-time
- Hybrid work
- Background check
- Spanish
- Writing skills
- Loan forgiveness
3d

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service associate jobs near tigard, or

Client Services Associate

BolyːWelch -
Beaverton, OR

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Job Details

Full-time
$75,000 - $85,000 a year
4 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

service associate jobs in tigard, or

Client Services Associate

Human Resources Administrative Assistant | Sheraton Portland Airport Hotel

Real Estate Receptionist

Client Service Associate

Administrative Office Coordinator

Member Services Associate

Event Production Associate

Receptionist - Bonaventure of Tigard

Cafe Associate

Bakery and Coffee Team Member - Macadam

WAREHOUSE ATTENDANT (FULL TIME)

Front Desk Agent - Part Time | Residence Inn, Lake Oswego

Hotline Screener (Social Service Specialist 1) 6 Positions

Warehouse Associate- Tigard, OR

Youth Programs and Recreation Coordinator

Front Desk Support Staff (Office Specialist 2)

Front Desk Associate

Food & Bev Summer Lead Associate

Communications Specialist

Hotline Screener (Social Service Specialist 1) Job-Share

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