Top 2497 Community associate Jobs in Tualatin, Or

Part-Time Client Service Associate
Morgan Stanley —Lake Oswego, OR
- Part-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Client Service Associate
Mariner Wealth Advisors —Tigard, OR
- $70,000 - $85,000 a year
- Full-time
- Office
- High school diploma or GED
- Analysis skills
9d
Retail Sales Associate
Old Navy —Tualatin, OR
- Part-time
- Continuous improvement
- Entry level
- Store discount
- Employee stock purchase plan
Occupational Therapist
Prism Pediatric Therapy Associates —Vancouver, WA
- $86,320 - $103,385 a year
- Choose your own hours
- Private practice
- Mid-level
- Clinic
- Continuing education credits
- Disability insurance
Quick Apply
8d
Associate Attorney
The Springs Living —Beaverton, OR
- OSHA
- HIPAA
- Mid-level
- Disability insurance
- Health insurance
Quick Apply
Child and Adult Therapist (2 + YRS exp req w/ children)
The PATH Center —Portland, OR
- $72,000 - $125,000 a year
- Full-time
- Background check
- Private practice
- LMFT
- Disability insurance
- Health insurance
Quick Apply
Associate Mental Health Therapist
Brightways Counseling Group —Portland, OR
- $67,158 - $120,960 a year
- Full-time
- Background check
- Private practice
- LMFT
- Health savings account
- Disability insurance
Quick Apply
Fleet Coordinator
Henkels & McCoy West —Hillsboro, OR
- $21.92 - $32.83 an hour
- Full-time
- Construction site
- Ability to walk for extended periods
- Mid-level
- Employee stock purchase plan
- Disability insurance
Quick Apply
10d
Residential Skills Trainer - Temporary
Parrott Creek —Oregon City, OR
- $24 - $26 an hour
- Temporary
- CPR Certification
- Clean driving record
- Computer literacy
Quick Apply
3d
Field Visual Merchandiser - Portland, Seattle, and Salt Lake City
DICK'S Sporting Goods —Tigard, OR
- $67,100 - $109,000 a year
- Full-time
- Background check
- Classroom
- Sales
Associate Portfolio Manager - Single Family Homes
Bluestone Real Estate Services —Portland, OR
- $65,000 - $72,000 a year
- Full-time
- Microsoft Outlook
- Mid-level
- Office
- Health savings account
- Paid holidays
Quick Apply
14d
EHS Lead Teacher
SELF - Support for Early Learning & Families —Vancouver, WA
- $25.28 - $27.76 an hour
- 8 hour shift
- Classroom
- 18 years or older
- CPR Certification
- Paid holidays
- Health insurance
Quick Apply
Part Time Child Care Program Manager (Evergreen School District, Vancouver, WA)
Right at School —Vancouver, WA
- $23 - $25 an hour
- Part-time
- Background check
- Classroom
- Experience working with individuals with disabilities
- Continuing education credits
- Disability insurance
Quick Apply
1d
Financial Advisor
WestPac Wealth Partners —Lake Oswego, OR
- $102,162 - $200,000 a year
- Choose your own hours
- Sales
- Office
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
FT Associate Veterinarian - Private Practice!
Kenton and Cathedral Animal Hospitals —Portland, OR
- $100,000 - $140,000 a year
- Full-time
- Private practice
- Mid-level
- Surgery
- Profit sharing
- Continuing education credits
Quick Apply
After School Program Leader for Champions at Shaver Elementary
KinderCare Education LLC-Champions —Portland, OR
- $18 - $20 an hour
- Part-time
- Classroom
- Childcare
- CPR Certification
- Health savings account
- Health insurance
Quick Apply
3d
Affirm 2STNB Licensed Therapist & Supervisor
Portland Mental Health & Wellness —Portland, OR
- From $88,000 a year
- Full-time
- Hybrid work
- Background check
- Google Workspace
- Doctoral degree
- Commuter assistance
- AD&D insurance
Quick Apply
CDL Driver
Airgas, Inc. —Oregon City, OR
- $27.50 - $35.25 an hour
- Overtime
- CDL B
- Clean driving record
- Hazmat Endorsement
- Paid jury duty
- Commuter assistance
Champions Before & After School Teacher in Oregon Trail School District
KinderCare Education LLC-Champions —Boring, OR
- $18 - $20 an hour
- Part-time
- Background check
- Classroom
- Spanish
- Health savings account
- Health insurance
Quick Apply
After School Program Leader for Champions at Russell Elementary
KinderCare Education LLC-Champions —Portland, OR
- $18 - $20 an hour
- Part-time
- Background check
- Classroom
- Childcare
- Health savings account
- Health insurance
Quick Apply
3d

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community associate jobs near tualatin, or

Part-Time Client Service Associate

Morgan Stanley -
Lake Oswego, OR

Apply Now

Job Details

Part-time

Qualifications

Website maintenance
Investment advisory support
Website management
Microsoft Excel
Customer relationship building
Microsoft Outlook
Business travel arrangements
Account maintenance
Writing skills
Greeting customers
Zoom
Bank transfers
Filing
Money transfers
Client file management
Team scheduling
Scanning
High school diploma or GED
Managing clients in a customer support role
Digitization
Documentation tools
Expense reports
Managing clients in a finance role
Task prioritization
Client services
Investment account customer support
Organizational skills
Assisting with digital banking services
Handling account queries
Withdrawals

Full Job Description

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.

DUTIES and RESPONSIBILITIES:

CLIENT SUPPORT

Provide service coverage for a FA/PWA/team including:

Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
Executing money movement transactions at the request of the client and/or FA/PWA
Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit)
Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA
Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
Supporting the FAs/PWAs/teams’ marketing strategy (e.g., website maintenance)
Assist FAs/PWAs/teams in delivering against their business plan and client service model
Remaining current on all policies, procedures and new platforms
Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management

ADMINISTRATIVE SUPPORT:

Covering the front desk in our Portland, Oregon office, including greeting guests and answering incoming calls.
Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed)
Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
Assisting with general in-office support functions such as copying, filing and scanning documentation
Preparing and submitting expense reports for processing at the direction of the FA/PWA

Qualifications - External

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

High School Diploma/Equivalency
College degree preferred
Industry experience is a plus
Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Knowledge/Skills

Detail orientated with superior organizational skills and ability to prioritize
Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
Exceptional writing, interpersonal and client service skills
Strong time management skills
Team player with the ability to collaborate with others
Ability to work in a fast-paced, evolving environment
Adaptable and ability to multi-task
Goal oriented, self-motivated and results driven

Reports to:

Business Service Officer

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit : https://www.morganstanley.com/people-opportunities/eeo .

Apply Now

Refine Your Search

community associate jobs in tualatin, or

Part-Time Client Service Associate

Client Service Associate

Retail Sales Associate

Occupational Therapist

Associate Attorney

Child and Adult Therapist (2 + YRS exp req w/ children)

Associate Mental Health Therapist

Fleet Coordinator

Residential Skills Trainer - Temporary

Field Visual Merchandiser - Portland, Seattle, and Salt Lake City

Associate Portfolio Manager - Single Family Homes

EHS Lead Teacher

Part Time Child Care Program Manager (Evergreen School District, Vancouver, WA)

Financial Advisor

FT Associate Veterinarian - Private Practice!

After School Program Leader for Champions at Shaver Elementary

Affirm 2STNB Licensed Therapist & Supervisor

CDL Driver

Champions Before & After School Teacher in Oregon Trail School District

After School Program Leader for Champions at Russell Elementary

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