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Account Associate Jobs in Bend, OR (NOW HIRING)

Raymondjames

Financial Planning Associate

Bend, OR · On-site

Responsibilities * Assist with account opening, transfers and maintenance * Support advisors with ... At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver ...

Madewell

Sales Associate

Bend, OR · On-site

$15.55 - $17.10/hr

Job Summary As a Sales Associate, you embody our brand with personal style and passion, bringing ... The base salary offered will take into account internal equity and may vary depending on the ...

Jcrew

Sales Associate

Bend, OR

$15.55 - $17.10/hr

Job Summary As a Sales Associate, you embody our brand with personal style and passion, bringing ... The base salary offered will take into account internal equity and may vary depending on the ...

Scandinavian Designs

Warehouse Associate

Bend, OR · On-site

$19 - $20/hr

Come join our team at Scandinavian Designs - Dania Furniture as a Warehouse Associate! Location ... Health benefits with opt-in Dental, Vision and Health Savings Account (HSA) * 401k * Work life ...

Scandinavian Designs

Warehouse Associate

Bend, OR · On-site

$19 - $20/hr

Come join our team at Scandinavian Designs - Dania Furniture as a Warehouse Associate! Location ... Health benefits with opt-in Dental, Vision and Health Savings Account (HSA) * 401k * Work life ...

Globus Medical

Associate Spine Specialist (Bend, OR)

Bend, OR · On-site

$18 - $22.25/hr

The Associate Spine Specialist will work together with the Spine Territory Manager and will have ... the account * Performs field ride along with the Area Director and Spine Territory Manager on a ...

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Showing results 21-40

All JobsAccount Associate JobsAccount Associate Jobs in Bend, OR

Account Associate information

See Bend, OR salary details

$31.1K

$59.9K

$82.3K

How much do account associate jobs pay per year?

As of Aug 12, 2026, the average yearly pay for account associate in Bend, OR is $59,939.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,100.00 and $68,000.00 per year, depending on experience, location, and employer.

What is an entry-level account associate?

An entry-level account associate is a junior professional responsible for supporting sales, customer accounts, or financial transactions within a company. They typically perform tasks such as data entry, client communication, and using customer relationship management (CRM) tools, often requiring basic knowledge of finance or sales processes. This role is suitable for individuals starting their careers with minimal experience and may involve on-the-job training.

How does an account associate typically collaborate with sales and client service teams?

Account Associates work closely with both sales and client service teams to ensure client needs are met and that ongoing projects run smoothly. They often act as a liaison, communicating client feedback, coordinating deliverables, and supporting the sales process by preparing proposals or presentations. Regular meetings and shared project management tools help facilitate this collaboration. Strong communication and organizational skills are essential, as Account Associates must balance multiple priorities and maintain positive internal and external relationships.

What is an account associate?

As an account associate, you provide sales, marketing, logistical, or financial support to individuals or teams within your company. Your job duties may include maintaining documentation and schedules for ad campaigns or payments and invoices, coordinating with clerks and other colleagues in the office, processing records, and providing clerical support. The career qualifications for an account associate vary depending on the exact nature of your work. However, you typically need at least a bachelor’s degree in business administration, accounting, marketing, or another relevant field and prior experience in a similar role. You also need excellent communication, computer, and organizational skills, as well as the ability to work in a team-oriented environment.

What are the key skills and qualifications needed to thrive as an account associate, and why are they important?

To thrive as an Account Associate, you need strong organizational skills, attention to detail, and a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes basic accounting systems is typically required. Excellent communication, relationship-building, and problem-solving abilities help you stand out in this client-facing role. These skills are crucial for accurately managing accounts, supporting client satisfaction, and contributing to the overall success of the sales or account management team.

What does an account associate do?

An Account Associate typically supports account managers and sales teams by assisting with client communications, preparing reports, and handling administrative tasks. They help ensure that client accounts are managed efficiently and that clients receive high-quality service. Account Associates may also conduct research, process orders, and resolve issues, acting as a key point of contact between the company and its clients. This role is often considered an entry-level position and provides valuable experience for advancing within sales or account management careers.
More about Account Associate jobs
What are the most commonly searched types of Account jobs in Bend, OR? The most popular types of Account jobs in Bend, OR are:
What cities near Bend, OR are hiring for Account Associate jobs? Cities near Bend, OR with the most Account Associate job openings:
Account Associate jobs near you
Infographic showing various Account Associate job openings in Bend, OR as of August 2026, with employment types broken down into 1% As Needed, 66% Full Time, 30% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $59,939 per year, or $28.8 per hour.

Financial Planning Associate

Raymondjames

Bend, OR • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 14 days ago

Job description

Job Description Summary

Working together, Mainspring Wealth Advisors, LLC is pleased to provide clients with comprehensive financial planning and personalized wealth management. Every individual's strength and expertise are made stronger by the bonds of shared values. Throughout the office, respect is evident and care is taken to ensure that all voices are heard.
As we evolve, we are seeking a Financial Planning Associate who shares our vision and values. The ideal candidate has a strong work ethic, is a team player, and enjoys serving both our clients and the community.
If this resonates with you, we invite you to apply today!

Job Description

Responsibilities

  • Assist with account opening, transfers and maintenance
  • Support advisors with research, data entry, and plan implementation
  • Maintain CRM records and ensure compliance
  • PartnerwithFinancialAdvisortoreviewclients'currentportfoliodesign,understandclient goals, enter client data, and conduct financialanalysis.
  • Evaluateoverallindividualandemployer-basedretirementneeds,researchesvarious options, and recommends planningalternatives.
  • Performdetaileddocumentreviews;analyzesclientinformationandsituationsacrossthe financial planning spectrum to developplan
  • Researchinformationasnecessaryonacase-by-casebasis
  • Prepare files for meetings with existing and newclients
  • Prepares,coordinatesandfollowsthroughonanyneededcommunicationwithnewor existingclients
  • Respond to client questions by telephone, email and occasional personalvisits.
  • Conductresearchasneededrelatedtobasicincometaxquestions, estate planning,andotherlegalissues- requestingguidancewhenappropriate.
  • May participate in clientpresentations.
  • May open, transfer, and close customer accounts and maintain appropriate accountrecords.
  • May obtain and verify the client's purchase and sale instructions, enter orders, and follow up on completion oftransactions.
  • Ensure firm and regulatory policies are followed within compliancestandards
  • Perform other duties and responsibilities asassigned.

Proficiency in:

  • CRM software
  • Microsoft Suite
  • Financial Planning software
  • Financial markets

Education/Experience Requirements

  • Bachelor's degree in a related field and three years' experience in the financial services industry with an emphasis onfinancial, retirement and estate planning field or in marketing these services

~or~

  • An equivalent combination of experience, education and/or training as approved by Human Resources

Licenses

  • SIE required provided that an exemption or grandfatheringcannot beapplied
  • Series7
  • Series 63, 65 and/or66 as required by state or ability to obtain within sixmonths

Additional Information:

  • This position is 100% onsite in Bend, OR

Mainspring Wealth Advisors, LLC and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term "Raymond James" includes, but is not limited to, Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors. Inc. ("RJFSA") as affiliates.

PLEASE NOTE: The benefits link and benefits description below do not apply to this job posting because the hiring entity is a RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James. If you are offered a position by this RJFS branch, employment and benefits will solely be offered by the branch and not by Raymond James.

Education

Bachelor's: Finance

Work Experience

General Experience - 13 months to 3 years

Certifications

Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Travel

Less than 25%

Workstyle

Resident

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm

At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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