Client Associate (Wealth Management)
$65K - $82K/yr
Client Associate (Wealth Management) Location: Beaverton, Oregon Work Model: Full-Time | In-Office ... This position plays a key role in supporting daily office operations, retirement plan ...
$65K - $82K/yr
Client Associate (Wealth Management) Location: Beaverton, Oregon Work Model: Full-Time | In-Office ... This position plays a key role in supporting daily office operations, retirement plan ...
$65K - $82K/yr
Client Associate (Wealth Management) Location: Beaverton, Oregon Work Model: Full-Time | In-Office ... This position plays a key role in supporting daily office operations, retirement plan ...
Portland, OR · On-site
$18 - $20/hr
Feel supported in your personal and professional growth * Find community in our team of caring ... Associate degree preferred * Medical billing and/or coding experience a plus * Must pass full drug ...
Quick apply
Portland, OR · On-site
$18 - $20/hr
Feel supported in your personal and professional growth * Find community in our team of caring ... Associate degree preferred * Medical billing and/or coding experience a plus * Must pass full drug ...
Hillsboro, OR · On-site
... care and an outstanding client experience. Why This Opportunity Stands Out: * Step into a ... Mentor and support associate veterinarians, helping them grow and thrive in their careers * Foster ...
Hillsboro, OR · On-site
... care and an outstanding client experience. Why This Opportunity Stands Out: * Step into a ... Mentor and support associate veterinarians, helping them grow and thrive in their careers * Foster ...
Portland, OR · On-site
$18 - $20/hr
Feel supported in your personal and professional growth * Find community in our team of caring ... Associate degree preferred * Medical billing and/or coding experience a plus * Must pass full drug ...
Portland, OR · On-site
$18 - $20/hr
Feel supported in your personal and professional growth * Find community in our team of caring ... Associate degree preferred * Medical billing and/or coding experience a plus * Must pass full drug ...
Join a nurturing community that values work-life harmony and provides the support and flexibility ... client service leadership. Don't miss out on this chance to prioritize both your personal and ...
Join a nurturing community that values work-life harmony and provides the support and flexibility ... client service leadership. Don't miss out on this chance to prioritize both your personal and ...
TITLE : Associate Business Client Advisor (Credit Analyst) REPORTS TO : Commercial Banking Team ... Provides back up support by preparing loan documents for signature. * Assumes responsibility for ...
Quick apply
TITLE : Associate Business Client Advisor (Credit Analyst) REPORTS TO : Commercial Banking Team ... Provides back up support by preparing loan documents for signature. * Assumes responsibility for ...
As a Sr Associate I in Retail Client Accounting with JLL's Property Management team in Hawaii, you ... Coordinate and support annual budget preparation and quarterly forecast processes, working closely ...
New
As a Sr Associate I in Retail Client Accounting with JLL's Property Management team in Hawaii, you ... Coordinate and support annual budget preparation and quarterly forecast processes, working closely ...
New
Portland, OR · On-site
$31 - $49.30/hr
Join us! This job is responsible for supporting Credit Officers on a daily basis in the ... Customer and Client Focus * Planning * Prioritization Minimum Education Requirement: High School ...
Portland, OR · On-site
$31 - $49.30/hr
Join us! This job is responsible for supporting Credit Officers on a daily basis in the ... Customer and Client Focus * Planning * Prioritization Minimum Education Requirement: High School ...
Portland, OR · On-site
$53K - $56K/yr
The Client Associate-1 Role provides foundational support to employee benefits clients by assisting with enrollments, billing, documentation, and system updates. This role executes routine tasks with ...
Portland, OR · On-site
$53K - $56K/yr
The Client Associate-1 Role provides foundational support to employee benefits clients by assisting with enrollments, billing, documentation, and system updates. This role executes routine tasks with ...
Coordinate and engage technical resources to support complex client needs. * Develop employee ... We invest heavily in our associates, and we take pride in celebrating their growth and success ...
Coordinate and engage technical resources to support complex client needs. * Develop employee ... We invest heavily in our associates, and we take pride in celebrating their growth and success ...
Use your skills and expertise to assist families in securing their financial futures, providing them with the support and guidance they need to navigate life's uncertainties with confidence. 5. ...
Use your skills and expertise to assist families in securing their financial futures, providing them with the support and guidance they need to navigate life's uncertainties with confidence. 5. ...
Use your skills and expertise to assist families in securing their financial futures, providing them with the support and guidance they need to navigate life's uncertainties with confidence. 5. ...
Use your skills and expertise to assist families in securing their financial futures, providing them with the support and guidance they need to navigate life's uncertainties with confidence. 5. ...
Associate Veterinarian - Portland, Oregon An established small animal practice is seeking an ... Build trusted client relationships through education and clear communication * Collaborate with ...
Associate Veterinarian - Portland, Oregon An established small animal practice is seeking an ... Build trusted client relationships through education and clear communication * Collaborate with ...
Use your skills and expertise to assist families in securing their financial futures, providing them with the support and guidance they need to navigate life's uncertainties with confidence. 5. ...
Use your skills and expertise to assist families in securing their financial futures, providing them with the support and guidance they need to navigate life's uncertainties with confidence. 5. ...
Use your skills and expertise to assist families in securing their financial futures, providing them with the support and guidance they need to navigate life's uncertainties with confidence. 5. ...
Use your skills and expertise to assist families in securing their financial futures, providing them with the support and guidance they need to navigate life's uncertainties with confidence. 5. ...
Portland, OR · On-site
$22.50 - $30/hr
Provides processing, operational, and administrative support to Investment Relationship Managers of U.S. Bancorp Investment Sales. Key responsibilities include overseeing daily operations ...
Portland, OR · On-site
$22.50 - $30/hr
Provides processing, operational, and administrative support to Investment Relationship Managers of U.S. Bancorp Investment Sales. Key responsibilities include overseeing daily operations ...
Aloha, OR · On-site
$140K - $180K/yr
Mentor and support associate veterinarians * Promote high standards of medical care and client service * Help guide hospital growth and expansion initiatives * Foster a positive and collaborative ...
Aloha, OR · On-site
$140K - $180K/yr
Mentor and support associate veterinarians * Promote high standards of medical care and client service * Help guide hospital growth and expansion initiatives * Foster a positive and collaborative ...
$140K - $180K/yr
Mentor and support associate veterinarians * Promote high standards of medical care and client service * Help guide hospital growth and expansion initiatives * Foster a positive and collaborative ...
$140K - $180K/yr
Mentor and support associate veterinarians * Promote high standards of medical care and client service * Help guide hospital growth and expansion initiatives * Foster a positive and collaborative ...
Aloha, OR · On-site
$140K - $180K/yr
Mentor and support associate veterinarians * Promote high standards of medical care and client service * Help guide hospital growth and expansion initiatives * Foster a positive and collaborative ...
Aloha, OR · On-site
$140K - $180K/yr
Mentor and support associate veterinarians * Promote high standards of medical care and client service * Help guide hospital growth and expansion initiatives * Foster a positive and collaborative ...
Aloha, OR · On-site
$140K - $180K/yr
Mentor and support associate veterinarians * Promote high standards of medical care and client service * Help guide hospital growth and expansion initiatives * Foster a positive and collaborative ...
Aloha, OR · On-site
$140K - $180K/yr
Mentor and support associate veterinarians * Promote high standards of medical care and client service * Help guide hospital growth and expansion initiatives * Foster a positive and collaborative ...
$12.75 - $14.32
1% of jobs
$14.32 - $15.90
5% of jobs
$15.90 - $17.47
16% of jobs
$17.65 is the 25th percentile. Wages below this are outliers.
$17.47 - $19.05
23% of jobs
The median wage is $19.62 / hr.
$19.05 - $20.63
12% of jobs
$20.63 - $22.20
11% of jobs
$23.67 is the 75th percentile. Wages above this are outliers.
$22.20 - $23.78
7% of jobs
$23.78 - $25.35
9% of jobs
$25.35 - $26.93
7% of jobs
$26.93 - $28.51
5% of jobs
$28.51 - $30.08
3% of jobs
$12
$21
$30
| Aspect | Client Support Associate | Customer Service Representative |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles may prefer post-secondary education | High school diploma or equivalent; on-the-job training often provided |
| Work Environment | Corporate offices, call centers, or remote settings; focused on client accounts | Retail stores, call centers, or online support; general customer interactions |
| Employer & Industry Usage | Financial services, tech companies, consulting firms | Retail, telecom, hospitality, and various service industries |
While both roles involve assisting customers, a Client Support Associate typically handles specialized client accounts in professional settings, requiring specific industry knowledge. Customer Service Representatives often provide general support across various industries, focusing on broad customer inquiries. The roles differ mainly in scope and industry focus, but both aim to ensure customer satisfaction and retention.

$65K - $82K/yr
Other
Medical, Dental, Retirement
Re-posted 7 days ago
Description
Position: Client Associate (Wealth Management)
Location: Beaverton, Oregon
Work Model: Full-Time | In-Office Monday-Friday
Firm: NBC Capital Advisors
Compensation: $65,000-$82,000 (Commensurate with Experience) + Comprehensive Benefits
Join Our Team at NBC Capital Advisors
About the Role - We are seeking a motivated, service-oriented Administrative Assistant to join our close-knit team. This position plays a key role in supporting daily office operations, retirement plan administration, and delivering exceptional service to our clients.
NBC Capital Advisors is an independent wealth management firm based in Beaverton, Oregon, dedicated to helping individuals, families, business owners, and retirement plan participants navigate their financial lives with confidence. As fiduciaries, we are committed to putting our clients first and delivering personalized financial guidance, investment management, retirement planning, and wealth management solutions.
With nearly $1 billion in assets under management, we have built our reputation on trust, exceptional service, and long-term client relationships. As our firm continues to grow, we are seeking an Administrative Assistant who will play a vital role in supporting both our clients and our internal operations.
Your Role & Responsibilities
Client Service & Administrative Support
Answer incoming phone calls and assist clients in a professional, friendly, and timely manner
Serve as a first point of contact for client questions and requests
Manage general office communication through Outlook, including calendars and email correspondence
Maintain organized records, files, and client documentation
Support advisors and team members with various administrative and operational needs
Retirement Plan & Client Operations Support
Assist clients with 401(k) enrollment processes and retirement plan-related questions
Support retirement plan administration and participant service requests
Process account paperwork, client forms, and operational requests
Assist with money movement requests, check deposits, rollovers, and account maintenance activities
Coordinate with custodians and third-party providers as needed
Office Operations
Process incoming and outgoing mail
Become proficient in multiple internal and external software platforms
Utilize Microsoft Excel for tracking, reporting, and administrative functions
Organize and coordinate team meetings
Assist with special projects and firm initiatives as needed
Team Support & Continuous Improvement
Work closely with all members of the firm to support business operations
Proactively identify tasks and opportunities to help during slower periods
Contribute ideas for improving client service, efficiency, and firm operations
Take ownership of responsibilities and seek opportunities to learn and grow
Requirements
What We're Looking For
Required Qualifications
Strong customer service mindset and professional communication skills
Comfortable speaking with clients by phone and handling sensitive information with discretion
Intermediate to advanced proficiency in Microsoft Outlook and Excel
Strong organizational skills and attention to detail
Ability to learn new systems and technology platforms quickly
Self-motivated with the ability to work independently
Positive attitude and willingness to help wherever needed
Preferred Qualifications
Previous office, administrative, client service, or operations experience
Experience in financial services, banking, retirement plans, or wealth management environments
Familiarity with Schwab, Fidelity, CRM systems, or retirement plan administration
Experience working in a professional office setting
About Our Team - At NBC Capital Advisors, you'll join a highly established team that manages nearly $1 billion in client assets while maintaining the culture and collaboration of a small business. Our team believes in working hard, supporting one another, and providing exceptional client experience.
Because we are a smaller organization, every team member has a meaningful impact on our success. We value professionalism, accountability, initiative, and a willingness to jump in wherever needed. We pride ourselves on maintaining a positive, supportive environment where people genuinely enjoy working together.
Why Join NBC Capital Advisors?
Join a respected and growing independent wealth management firm managing nearly $1 billion in assets
Become part of a close-knit team where your contributions are valued and recognized
Gain exposure to financial planning, wealth management, retirement plans, and client operations
Work directly with experienced advisors and industry professionals
Opportunity for long-term growth and career development
Competitive compensation based on experience
Generous 401(k) benefits
Medical and dental coverage
Stable, supportive, team-oriented work environment
Meaningful work helping clients achieve their financial goals
The Ideal Candidate
We're looking for someone who takes pride in providing excellent service, enjoys being part of a team, and wants to grow into a long-term role within our firm.
The ideal candidate is dependable, adaptable, curious, and eager to learn. Because we are a close-knit team of five, personality matters. We value individuals who bring positive energy, professionalism, strong communication skills, and a collaborative mindset. Most importantly, we're looking for someone who genuinely enjoys helping others and takes ownership of their work.