Client Services Associate Jobs in Vancouver, WA | Glassdoor
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Client Services Associate Jobs in Vancouver, WA

431 Jobs

  • 3.5
    D.A. Davidson Companies – Vancouver, WA
    24 days ago 24d
    financial services holding company. We are looking for a ClientAssociate that will fit into our team in our downtown Vancouver office… duties and special projects as necessary. Keyword: ClientAssociate From: D.A. Davidson Companies…
  • 3.0
    Genesis Financial Solutions, Inc. – Beaverton, OR
    $34k-$58k(Glassdoor est.)
    NEW
    obstacles that face this client base. The Relationship Manager will understand business needs, satisfy client expectations, act as… primary relationship contact of a large client base; respond effectively and timely to client inquires, questions, issues and recognize…
  • 3.6
    Fisher Investments – Camas, WA
    $42k-$56k(Glassdoor est.)
    4 days ago 4d
    great service helps our clients have confidence in the firm and their future. In the Client Service Associate (CSA) role, being of… efforts have a direct impact on our firm and the clients. You will help set our clients at ease through competently managing all of…
  • 3.5
    Wells Fargo – Lake Oswego, OR
    $36k-$54k(Glassdoor est.)
    6 days ago 6d
    established products, services and technology. The PCG Sr. ClientAssociate provides assistance to the Financial Advisor by providing… businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized…
  • 4.7
    Boly:Welch – Portland, OR
    5 days ago 5d
    Job Description We’re looking for a Senior Client Services Associate to bring their skills to this small local firm going… role that include both client service and high-level administrative duties; along with sitting in on client meetings, you’ll be scheduling…
  • 3.6
    Fisher Investments – Camas, WA
    $35k-$49k(Glassdoor est.)
    4 days ago 4d
    Overview 401(k) Solutions Client Service Associate, Bilingual in Spanish and English Required The retirement plan space… we mold and adapt our business to better service our 401(k) clients, you’ll experience a startup environment, within the security…
  • 3.5
    TD Bank Financial Group – Vancouver, WA
    $26k-$37k(Glassdoor est.)
    26 days ago 26d
    Auto req ID 171562BR Job Title Licensed Client Service Associate Report Location 700 W Georgia St, 10th Fl, Vancouver,… Wealth Management Job Description The licensed Client Service Associate will provide quality, efficient and specialized administrative…
  • 3.5
    UBS – Portland, OR
    $37k-$54k(Glassdoor est.)
    21 days ago 21d
    – keep management systems up-to-date with client information – educate clients on account services and capabilities – help… help with the preparation of reports and other materials for client meetings – collect the right documentation for opening new…
  • 3.0
    Advance Publications – Portland, OR
    4 days ago 4d
    /ADI vendors and platforms to ensure consistent delivery of client campaign objectives. Troubleshoot and escalate issues if necessary… /ACS vendors and platforms to ensure consistent delivery of client campaign objectives. Review and monitor the accuracy of order…
  • 5.0
    Manpower Solutions – Beaverton, OR
    NEW
    schedule management, time and expense management, associate management, and/or client reporting and data reconciliation. This role… update and maintain associate assignment changes Compile data, scrub data, and create internal and client reporting Address…
  • 3.5
    Bank of America – Portland, OR
    NEW
    and the banking convenience of Bank of America. The ClientAssociate (CA) role is a sales support position, typically providing… for this position. NOTE: In addition to any of the ClientAssociate roles (Registered, Partially Registered or Non-Registered…
  • 3.7
    CBRE – Portland, OR
    $40k-$58k(Glassdoor est.)
    11 days ago 11d
    national laws. Maintains CBRE brand, product, office and client messaging and consistency by applying templates to produce marketing… completion and submission of financial, marketing and various client specific property data to incorporate into customized property…
  • 3.6
    Fisher Investments – Camas, WA
    $40k-$60k(Glassdoor est.)
    4 days ago 4d
    management firm who manages portfolios for high-net-worth private clients and some of the world's preeminent institutions. We are now… billings to domestic and international Private and Institutional clients on a timely and accurate basis Communicate with internal…
  • 3.5
    Bank of America – Portland, OR
    $34k-$51k(Glassdoor est.)
    12 days ago 12d
    for this position. NOTE: In addition to any of the ClientAssociate roles (Registered, Partially Registered or Non-Registered… businesses. With 10,869 Financial Advisors and $1.9 trillion in client balances as of December 31, 2015, Merrill Lynch is among the…
  • 3.4
    First Niagara Bank – Vancouver, WA
    NEW
    calculations. Follow up on client service activities and Financial Advisor's requests. Create and manage the client database: address,… events, seminars and presentations for client/prospects - including booking location, client/prospect list, mailing invitations,…
  • 3.0
    VCA Animal Hospitals – Vancouver, WA
    $25k-$39k(Glassdoor est.)
    6 days ago 6d
    have with our clients, as well as positively impact our business. Skills and Qualifications VCA's Client Service Representatives… Animal Hospital has an opportunity available for an experienced Client Service Representative to join our AAHA-accredited, 4-doctor…
  • 3.6
    Fisher Investments – Camas, WA
    $45k-$68k(Glassdoor est.)
    4 days ago 4d
    our prospective clients to learn more about their retirement plan needs. The Prospect Development Associate is on the front… prospective clients and deliver more targeted value on topics that matter to them. A successful Prospect Development Associate considers…
  • 3.3
    Oregon Humane Society – Portland, OR
    $31k-$55k(Glassdoor est.)
    4 days ago 4d
    relationship. Oversee client interface and patient care insuring high quality compassionate care for our clients and patients in a… Position Summary The Client Services Supervisor is a vital member of the animal medical care team with supervisory responsibility…
  • 3.9
    Robert W. Baird & Co. – Portland, OR
    7 days ago 7d
    in client assets and over 3,300 associates serving the needs of individual, corporate, institutional and municipal clients.… grow as a professional Team of associates passionate about achieving great results for clients and give back to the communities…
  • 3.2
    Act-On Software – Portland, OR
    $41k-$58k(Glassdoor est.)
    HOT
    report QA issues/ project risks to the team - Support internal clients by investigating, recreating problems and finding solutions…
  • 4.3
    Point B – Portland, OR
    $95k-$174k(Glassdoor est.)
    NEW
    identifying the projects you work on and clients that interest you What we offer our Associates: The ability to chart your… a dynamic, growing firm and make an impact with world-class clients. What makes Point B different? An employee-ownership…
  • 3.6
    Columbia Bank (WA, OR & ID) – Portland, OR
    $37k-$45k(Glassdoor est.)
    NEW
    This position processes a variety of customer account transactions quickly, competently and accurately. Provides an…
  • Capitol Family Office – Beaverton, OR
    25 days ago 25d
    boutique wealth management firm, is seeking a full time Client Service Associate to support the operations of our dynamic office. We… Greeting clients and creating a welcoming environment Managing client communications Scheduling client appointments…
  • 3.8
    Unum – Portland, OR
    $49k-$84k(Glassdoor est.)
    8 days ago 8d
    excellence for Unum in the US.General Summary:The Client Manager Associate (CMA) is in training to be responsible for proactive… Effectively learn and understand the Pre and Post-Sale Proactive Client Management, Education, Development, Growth and Retention for…
  • 3.5
    M Financial Group – Portland, OR
    HOT
    allocation targets, performing trades based on financial analysis of client accounts, running portfolio management reports, and auditing… performance reviews Assist in the development of prospective client proposals Contribute to investment analyses related to M Wealth…
  • 3.6
    Fisher Investments – Camas, WA
    $32k-$48k(Glassdoor est.)
    4 days ago 4d
    sales support to our sales force who serves our institutional clients. You’ll build your own personal brand of service while developing… us in this mission. As a Junior Institutional Operations Associate, you will be immersed in the analytical world of sales operations…
  • 4.3
    E. J. De La Rosa – Portland, OR
    $26k-$38k(Glassdoor est.)
    14 days ago 14d
    assist clients; non-registered Client Service Associates may not volunteer quote or other stock information to clients. Provides… event; Client Service Associates may not be designated speakers or present products to clients or prospective clients at such…
  • 3.3
    Aerotek – Vancouver, WA
    $21k-$33k(Glassdoor est.)
    NEW
    Aerotek: Our people are everything. As a Best of Staffing® Client and Talent leader, Aerotek® Inc. has distinguished itself as… talent and business. As a strategic partner to more than 17,000 clients and 300,000 contract employees every year, Aerotek's people-focused…
  • 3.8
    Finn Partners – Portland, OR
    EASY APPLY
    $66k-$95k(Glassdoor est.)
    HOT
    . Youll collaborate with teams and clients serving as a trusted partner to translate client needs into effective and creative programs… and fast paced. Our passion is driving business success for clients. Our ideal candidate will have a progressive career in account…
  • 2.6
    VCA Antech, Inc. – Vancouver, WA
    $25k-$37k(Glassdoor est.)
    5 days ago 5d
    have with our clients, as well as positively impact our business. Skills and Qualifications VCA's Client Service Representatives… Animal Hospital has an opportunity available for an experienced Client Service Representative to join our AAHA-accredited, 4-doctor…
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