Client Services Associate Jobs in Vancouver, WA | Glassdoor

Client Services Associate Jobs in Vancouver, WA

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  • 3.5
    Stifel Nicolaus
    Portland, OR
    Est. Salary $30k-$42k
    Est. Salary $32k-$38k
    customer service support to clients. MAJOR DUTIES Performs clerical functions related to opening client accounts and ongoing… based upon account features chosen by the client. Works with the FA(s) and the client in obtaining the required documents based…
  • 3.5
    8 days ago 8d
    UBS
    Portland, OR
    Est. Salary $38k-$55k
    Est. Salary $42k-$50k
    ll: – keep management systems up-to-date with client information – educate clients on account services and capabilities – help with… with the preparation of reports and other materials for client meetings – collect the right documentation for opening new accounts…
  • 3.7
    TD
    Vancouver, WA
    Est. Salary $27k-$37k
    Est. Salary $29k-$34k
    financial affairs. Job Description The licensed Client Service Associate will provide quality, efficient and specialized administrative… , · Process client applications and transfers in a timely manner; · Execute market orders and respond to client enquiries promptly…
  • 3.4
    US Bank
    Portland, OR
    Est. Salary $38k-$55k
    Est. Salary $41k-$48k
    meeting the needs of the client in The Private Client group. Supports business development processes with clients and prospects and researches… regulatory bodies - Ability to contact and profile existing clients, leads, and prospects - Prior sales and service experience…
  • 3.7
    21 days ago 21d
    Morgan Stanley
    Portland, OR
    Est. Salary $38k-$54k
    Est. Salary $42k-$49k
    Perform daily operations, client service, and Financial Advisor support. Provide account information to clients and Financial Advisors… PowerPoint. · Superior interpersonal, organizational and client service skills. Experience · Industry experience is a plus…
  • 3.4
    20 days ago 20d
    Fisher Investments
    Camas, WA
    Est. Salary $41k-$56k
    Est. Salary $44k-$51k
    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…
  • 3.6
    PrideStaff
    Beaverton, OR
    Est. Salary $27k-$36k
    Est. Salary $29k-$33k
    Job Description Sr. Client Services Associate / Operations Manager Well established financial planning and investment advisory… priorities Service existing clients and assist with on-boarding new clients Assist in the preparation of client reports and other material…
  • 4.0
    Mentor Graphics
    Wilsonville, OR
    Est. Salary $85k-$124k
    Est. Salary $95k-$113k
    areas of responsibility: Keep Mentor clients safe... Develop and implement client security strategy... Global Operations… Company: Mentor Graphics Job Title: Network Client Security Engineer - 5394 Job Location: US - OR - Wilsonville Job Category…
  • 3.3
    Umpqua Bank
    Lake Oswego, OR
    Est. Salary $33k-$51k
    Est. Salary $37k-$45k
    Registered Client Associate The Registered Client Associate (RCA) provides sales and operational support to multiple Financial… Major Job Responsibilities Provide account information to clients and FAs. Maintain accurate customer account records. Process…
  • 3.4
    18 days ago 18d
    Bank of America
    Portland, OR
    Job Description: Shift: 1st shift (United States of America) Hours Per Week: 37.5…
  • 3.8
    20 days ago 20d
    Full Creative
    Easy Apply
    Portland, OR
    Est. Salary $29k-$44k
    Est. Salary $31k-$39k
    Easy Apply
    above duties while lending a helping hand to the Client Experience Associates when the call center is particularly busy. This position… understand. As an all-around client-wrangler, you'll also be in charge of making sure the clients are being billed properly and…
  • 3.4
    Bank of America
    Portland, OR
    Job Description:…
  • 2.9
    FINCAD
    Vancouver, WA
    Est. Salary $53k-$78k
    Est. Salary $59k-$71k
    Associate Solutions Developer, Client Services Join FINCAD – A specialized financial technology vendor… What We Will Ask of You As a member of the Client Services (CS) team, the Associate Solutions Developer will provide assistance…
  • 3.4
    Fisher Investments
    Portland, OR
    Est. Salary $32k-$43k
    Est. Salary $34k-$39k
    Overview: 401(k) Solutions Client Service Associate, Bilingual in Spanish and English Required The retirement… we mold and adapt our business to better service our 401(k) clients, you’ll experience a startup environment, within the security…
  • 4.9
    22 days ago 22d
    Evergreen Home Loans
    Vancouver, WA
    Est. Salary $35k-$51k
    Est. Salary $39k-$46k
    motivated, hard working. Ability to work well with fellow associates, clients and vendors. Good communication skills. Neat, clean… default ratio. Support/Team attitude with Manager and all associates Written procedures for position are kept up-to-date.…
  • 4.9
    22 days ago 22d
    Evergreen Home Loans
    Vancouver, WA
    motivated, hard working. Ability to work well with fellow associates, clients and vendors. Good communication skills. Neat, clean… Partners/ Realtors/ Clients and borrowers. Major Tasks and Responsibilities: To be available to clients and coworkers…
  • 5.0
    Propeller
    Portland, OR
    Be accountable for the successful delivery of client engagements and associated deliverables The Requirements 1015+ years… acumen with the know-how to execute tough client problems. These leaders take on client initiatives of varying size and complexity…
  • 3.5
    TIAA
    Portland, OR
    Est. Salary $52k-$90k
    Est. Salary $59k-$77k
    Advisors and Associate Wealth Management Advisors. He/She proactively contacts existing and prospective clients as part of… Management Client Relationship Consultant (WMCRC) is the primary service and sales support and point of contact for clients of partner…
  • 3.4
    Fisher Investments
    Camas, WA
    As a Client Programs Junior Associate, you will directly impact clients’ affinity to the firm by reaching out to existing… business environment. During your tenure as a Client Programs Junior Associate, we look forward to seeing you grow professionally…
  • 3.3
    Umpqua Bank
    Lake Oswego, OR
    Est. Salary $36k-$54k
    Est. Salary $40k-$48k
    Registered Client Associate The Registered Client Associate (RCA) provides sales and operational support to multiple Financial… Major Job Responsibilities Provide account information to clients and FAs. Maintain accurate customer account records. Process…
  • 3.0
    USI Insurance Services
    Portland, OR
    and resourceful approach to dealing with prospect, clients and associates. * Strong visibility within the HR and benefits community… assigned client book of business. * Manage overall client relationship; Drive consistent and predictable profitability, client satisfaction…
  • 3.3
    3 days ago 3d
    IDL
    Portland, OR
    Est. Salary $50k-$73k
    Est. Salary $55k-$65k
    management team is the face of IDL to our clients. Are you passionate about managing client-organization communications to deliver… Auto req ID 3638BR Business Title Client Services Line of Business IDL Country United States State/Province Oregon…
  • 2.8
    DoveLewis
    Portland, OR
    Est. Salary $34k-$49k
    Est. Salary $37k-$44k
    Animal Hospital Association (AAHA), we strive for excellence in veterinary care and treat patients and clients with the highest… professionals and client service staff for their commitment to providing the most compassionate care to all clients and visitors,…
  • 3.9
    18 days ago 18d
    Security Industry Specialists
    Beaverton, OR
    Est. Salary $37k-$52k
    Est. Salary $42k-$48k
    incidents. The Security Specialist ensures that the client, its associates, and facility personnel are provided with a safe and… assigned zone by foot, mobile patrol or stand static post, enforce client policies and regulations, and investigate all facility related…
  • 3.1
    1 days ago 23hr
    Banfield Pet Hospital
    Portland, OR
    Client Service Coordinator…
  • 3.0
    USI Insurance Services
    Portland, OR
    and resourceful approach to dealing with prospect, clients and associates. * Highly developed organization and time management… assigned client book of business. * Manage overall client relationship; Drive consistent and predictable profitability, client satisfaction…
  • 3.4
    1 days ago 17hr
    Sirius Computer Solutions
    Portland, OR
    Requisition Number 17-0058 Title Client Executive City Portland State OR Description You’ve worked hard to get…
  • 2.8
    DoveLewis
    Portland, OR
    Est. Salary $34k-$49k
    Est. Salary $37k-$44k
    Animal Hospital Association (AAHA), we strive for excellence in veterinary care and treat patients and clients with the highest… professionals and client service staff for their commitment to providing the most compassionate care to all clients and visitors,…
  • 2.8
    12 days ago 12d
    NAVEX Global
    Lake Oswego, OR
    requirements and overcome client objections to drive the client toward a decision Educate/Train clients on product solutions… communicate the value of our products with our client base Educate existing clients on what products and services are available…
  • ProEnlist
    Easy Apply
    Portland, OR
    Est. Salary $38k-$67k
    Est. Salary $43k-$57k
    Easy Apply
    patient and client requests. Accurately solve problems and answer questions for Interpath clients. Gauge client satisfaction… Outside Client Service Representative Overview: Ensures prompt, thorough and courteous service to clients and patients.…
Job Title Location Employer Salary
CLIENT SERVICE ASSOCIATE - NON REGISTERED Portland, OR Stifel Nicolaus $30k-$42k
Client Service Associate Portland, OR UBS $38k-$55k
Licensed Client Service Associate Vancouver, WA TD $27k-$37k
Private Client Associate NMLS 2 Portland, OR US Bank $38k-$55k
Client Service Associate * Portland, OR Morgan Stanley $38k-$54k
Client Service Associate Camas, WA Fisher Investments $41k-$56k
Sr. Client Services Associate / Operations Manager Beaverton, OR PrideStaff $27k-$36k
Network Client Security Engineer Wilsonville, OR Mentor Graphics $85k-$124k
Umpqua Investments Registered Client Associate - Lake Oswego - Lake Oswego, OR Umpqua Bank $33k-$51k
Registered Client Associate Portland, OR Bank of America $43k-$62k
Client Account Manager Portland, OR Full Creative $29k-$44k
Associate Solutions Developer, Client Services Vancouver, WA FINCAD $53k-$78k
401(k) Solutions Client Service Associate, Bilingual in Spanish and English Required Portland, OR Fisher Investments $32k-$43k
Processor Vancouver, WA Evergreen Home Loans $35k-$51k
Loan Consultant/Officer Vancouver, WA Evergreen Home Loans $43k-$62k
Consultant - Portland - Project Lead Portland, OR Propeller $78k-$125k
Wealth Management Client Relationship Consultant Portland, OR TIAA $52k-$90k
Paid Part-Time Student Position: Junior Client Programs Associate - Entry Level Camas, WA Fisher Investments $28k-$41k
Umpqua Investments Registered Client Associate Lake Oswego, OR Umpqua Bank $36k-$54k
Producer - Employee Benefits Portland, OR USI Insurance Services $43k-$62k
Client Services Portland, OR IDL $50k-$73k
Relief Client Service Representative Portland, OR DoveLewis $34k-$49k
Security Specialist Beaverton, OR Security Industry Specialists $37k-$52k
Producer - Property & Casualty Portland, OR USI Insurance Services $39k-$81k
Client Service Representative - Part Time Portland, OR DoveLewis $34k-$49k
Client Migration Scheduler Lake Oswego, OR NAVEX Global $34k-$46k
Outside Client Service Representative Portland, OR ProEnlist $38k-$67k
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