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Brokerage Operations Associate Jobs in Portland, OR

US Bank

Wealth Management Client Associate

Portland, OR

$21.25 - $28.32/hr

... to Brokerage and Investment Advisory business is preferred - Proven understanding of operations, policies, procedures, regulations and compliance requirements - Strong analytical skills with an ...

U.S. Bank

Wealth Management Client Associate

Hillsboro, OR · On-site

$21.25 - $28.32/hr

... to Brokerage and Investment Advisory business is preferred - Proven understanding of operations, policies, procedures, regulations and compliance requirements - Strong analytical skills with an ...

US Bank

Wealth Management Client Associate

Hillsboro, OR

$21.25 - $28.32/hr

... to Brokerage and Investment Advisory business is preferred - Proven understanding of operations, policies, procedures, regulations and compliance requirements - Strong analytical skills with an ...

US Bank

Wealth Management Client Associate

Gresham, OR

$21.25 - $28.32/hr

... to Brokerage and Investment Advisory business is preferred - Proven understanding of operations, policies, procedures, regulations and compliance requirements - Strong analytical skills with an ...

U.S. Bank

Wealth Management Client Associate

Portland, OR · On-site

$21.25 - $28.32/hr

... to Brokerage and Investment Advisory business is preferred - Proven understanding of operations, policies, procedures, regulations and compliance requirements - Strong analytical skills with an ...

Wells Fargo

Supervisory Control Manager

Portland, OR · On-site

Work in partnership with the Market Leadership Management Team as well as Operations, Risk ... Brokerage experience, or equivalent demonstrated through one or a combination of the following ...

New

Acosta

Customer Manager (Natural Channel)

Portland, OR · On-site

$65K - $66K/yr

... brokerage, commissions, bonuses, contest earnings, and more. Oversee all manufacturers ... operations personnel for both direct and indirect customers. * Trade Marketing : Manage ...

Lennar

Loan Officer

Vancouver, WA · On-site

$77K/yr

... Associates throughout their career. Lennar has been recognized as a Fortune 500 company and ... Meet with and interview prospective customers, brokers, NHCs, and other referral sources at ...

DR Horton

Sales & Marketing Assistant

Lake Oswego, OR · On-site

$41K - $51K/yr

Administer brokerage-related tasks, including creating and maintaining MLS listings, processing MLS ... Collaborate closely with the Sales Team to provide operational and administrative support as needed.

DR Horton, Inc.

Sales & Marketing Assistant

Lake Oswego, OR · On-site

$41K - $51K/yr

Administer brokerage-related tasks, including creating and maintaining MLS listings, processing MLS ... Collaborate closely with the Sales Team to provide operational and administrative support as needed.

Acosta

Customer Manager (Natural Channel)

Portland, OR · On-site

$161K - $162K/yr

With a team of over 20,000 associates, we're a community of forward-thinking, value-driven ... brokerage, commissions, bonuses, contest earnings, and more. Oversee all manufacturers ...

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Brokerage Operations Associate information

See Portland, OR salary details

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How much do brokerage operations associate jobs pay per hour?

As of Aug 11, 2026, the average hourly pay for brokerage operations associate in Portland, OR is $27.83, according to ZipRecruiter salary data. Most workers in this role earn between $18.85 and $32.12 per hour, depending on experience, location, and employer.

What is a brokerage operations associate?

Brokerage Operations Associates are professionals who support the day-to-day activities of a brokerage firm. They are responsible for processing trades, maintaining client accounts, ensuring regulatory compliance, and resolving discrepancies or issues related to transactions. Their work ensures the smooth settlement of trades and accurate record-keeping, which is essential for client trust and the proper functioning of financial markets. They often collaborate with brokers, clients, and other departments to ensure all operations run efficiently.

What are the key skills and qualifications needed to thrive as a brokerage operations associate?

To thrive as a Brokerage Operations Associate, you need a solid understanding of financial markets, trade processing, securities settlement, and a bachelor’s degree in finance or a related field. Familiarity with trade management platforms (such as DTCC, Bloomberg, or SWIFT), and sometimes FINRA Series 7 or Series 63 certification, is typically required. Strong attention to detail, analytical thinking, and effective communication skills help ensure accuracy and efficiency when resolving issues and interacting with clients or internal teams. These skills are crucial for minimizing risk, maintaining compliance, and ensuring smooth and timely execution of brokerage operations.

What are some common challenges faced by brokerage operations associates, and how can they be addressed?

Brokerage Operations Associates often encounter challenges such as managing high transaction volumes, ensuring regulatory compliance, and resolving discrepancies between trades and settlements. Staying organized and detail-oriented is crucial, as even small errors can have significant impacts. Proactively communicating with internal teams and external partners, and leveraging technology tools, can help streamline processes and minimize errors. Continuous learning about industry regulations and best practices also helps Associates stay ahead of compliance requirements.
What are popular job titles related to Brokerage Operations Associate jobs in Portland, OR? For Brokerage Operations Associate jobs in Portland, OR, the most frequently searched job titles are:
What job categories do people searching Brokerage Operations Associate jobs in Portland, OR look for? The top searched job categories for Brokerage Operations Associate jobs in Portland, OR are:
Brokerage Operations Associate jobs near you
Infographic showing various Brokerage Operations Associate job openings in Portland, OR as of August 2026, with employment types broken down into 84% Full Time, 13% Part Time, 1% Temporary, and 2% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $57,891 per year, or $27.8 per hour.

Senior Client Service Associate

Coldstream Wealth Management

Portland, OR • On-site

$70K - $80K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 6 days ago

Job description


Providing exceptional service to our clients starts with investing in exceptional people!
If you're interested in developing your career in financial services, Coldstream has a fantastic opportunity to join one of our growing wealth management teams! You will learn the Registered Investment Advisor industry from the ground up and have multiple career paths to choose from.
A contributing factor to our success is our unique team structure. How do we build a successful team? We foster a culture of professional development, collaboration, and respect. We are passionate about what we do. We have fun, we work hard, and we are nice to each other.
The Senior Client Service Associate Role
The Client Service Associate performs operational duties which directly impact the client experience. This position is the day-to-day contact for clients and has primary responsibility for account servicing. The CSA supports the team's Wealth Management Associates in preparing and processing documentation related to client onboarding and ongoing maintenance for private clients. The team has a hybrid work environment with the hours 8:00am - 5:00pm (in-office Tuesday through Thursday with the option to work from home on Monday and Friday).
Specific responsibilities include:
  • Prepare and process documentation related to client onboarding and maintenance:
    • Open brokerage accounts, establish cashiering needs, set up online reporting access
    • Update cost basis, track required minimum distributions, reconcile account information
    • Send and receive documents to and from clients, their advisors, and investment custodians
    • Log all activities in the firm's CRM in a timely and accurate manner.
  • Serve as a liaison between clients and custodians/investment managers, including managing client information and handling all cashiering and money movement requests
  • Perform client and prospect data entry in the firm's CRM. Ensure data accuracy and integrity and keep records current on existing and prospective clients.
  • May prepare or oversee the preparation of various deliverables which directly support client service and acquisition such as portfolio review packets, greeting letters, presentation books, service agreements and compliance materials.
  • Coordinate with clients, custodians, and investment managers to provide annual audit confirmations, audited financials, and any additional information as requested by auditors.
  • May perform calendaring functions with both internal teams and external clients, prospects and COIs.

Experience and Skills
  • 3 + years of client service experience in the wealth management industry and an interest in building a career in wealth management
  • Customer service experience and the desire to provide superior client service in a team-oriented environment
  • FINRA Series 65 license is strongly preferred - or the willingness to obtain it within 6-12 months at the cost of Coldstream (career development benefit we offer)
  • Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint
  • Experience with Charles Schwab is preferred; experience with Salesforce CRM and/or Tamarac portfolio accounting (or similar systems) is a plus
  • Experience with alternative investments is highly preferred
  • Excellent communication skills, including writing business correspondence with proper grammar and punctuation
  • Strong organizational skills and the ability to follow established processes consistently
  • Strong prioritization skills and the ability to manage multiple tasks independently
  • A Bachelor's degree is preferred

Job Benefits
As a Best Workplaces awardee, we pride ourselves on our collaborative and supportive culture. We offer a full benefits package that focuses on the growth, health, and wellness of our team members:
  • Pay: $70,000 - $80,000 (depending on qualifications) plus bonus potential
  • Benefits: Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance
  • 401(k): 100% company match up to 4% of your annual pay
  • Stock: Opportunity to purchase equity and become an owner of the firm
  • Paid Time Off: Starting at 20 days per year, then increasing with tenure - plus 10 holidays and an extra paid day off each year to do volunteer work
  • Career development: 100% training/certification/licensing/dues reimbursement plus a formal mentoring program
  • Parking: Generous company contribution towards parking or transit pass
  • Wellness reimbursement
  • Paid Parental leave: 12 weeks paid for all new parents
  • Paid sabbaticals every 10 years and anniversary bonuses every 5 years

Coldstream is an employee-owned, independently-operated wealth management firm that's been earning the trust of affluent families and businesses since 1996. We offer a comprehensive, holistic approach to planning and focus on providing unparalleled advice and exceptional service. We welcome new colleagues who believe in our same approach, value open communication, and believe in trusting, life-long relationships. The firm has offices in Portland, Seattle, Mercer Island, Bellevue, Kirkland, Boise, and Kenai, Alaska. For more on Coldstream, please visit www.coldstream.com.
Coldstream is committed to inclusion and diversity. To us, diversity means employing team members of different races, genders, ages, physical abilities, national origins, religions, sexual orientations, ethnicities, political ideologies, educational and military backgrounds, and more. We welcome, support, and respect all team members, and we value the wide variety of experiences, opinions, and talents that they bring to the company. As we grow, we continue to cultivate an environment in which all team members' perspectives and contributions are treated with respect, and every individual feels confident that they belong and are empowered to be their best.

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