Service Associate
$60K - $68K/yr
Service Associate Location: Vancouver, WA Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management ...
Quick apply
$60K - $68K/yr
Service Associate Location: Vancouver, WA Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management ...
Quick apply
$60K - $68K/yr
Service Associate Location: Vancouver, WA Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management ...
Gresham, OR · On-site
$17.25/hr
We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced environment. We are hiring immediately for all shifts: opening shifts, closing shifts and everything in ...
Gresham, OR · On-site
$17.25/hr
We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced environment. We are hiring immediately for all shifts: opening shifts, closing shifts and everything in ...
Gresham, OR · On-site
$17.25/hr
We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced environment.We are hiring immediately for all shifts: opening shifts, closing shifts and everything in ...
Gresham, OR · On-site
$17.25/hr
We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced environment.We are hiring immediately for all shifts: opening shifts, closing shifts and everything in ...
Gresham, OR · On-site
$17.25/hr
We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced environment. We are hiring immediately for all shifts: opening shifts, closing shifts and everything in ...
Gresham, OR · On-site
$17.25/hr
We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced environment. We are hiring immediately for all shifts: opening shifts, closing shifts and everything in ...
Vancouver, WA · On-site
$60K - $68K/yr
Service Associates work with our Service team and provide support to our Financial Advisors. This role goes beyond day-to-day client support and requires a strategic approach to managing client needs ...
Vancouver, WA · On-site
$60K - $68K/yr
Service Associates work with our Service team and provide support to our Financial Advisors. This role goes beyond day-to-day client support and requires a strategic approach to managing client needs ...
Vancouver, WA · On-site
$60K - $68K/yr
Service Associates work with our Service team and provide support to our Financial Advisors. This role goes beyond day-to-day client support and requires a strategic approach to managing client needs ...
Vancouver, WA · On-site
$60K - $68K/yr
Service Associates work with our Service team and provide support to our Financial Advisors. This role goes beyond day-to-day client support and requires a strategic approach to managing client needs ...
Tigard, OR · On-site
$15.25 - $21.25/hr
The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect ...
Tigard, OR · On-site
$15.25 - $21.25/hr
The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect ...
Vancouver, WA · On-site
$60K - $68K/yr
Service Associates work with our Service team and provide support to our Financial Advisors. This role goes beyond day-to-day client support and requires a strategic approach to managing client needs ...
Vancouver, WA · On-site
$60K - $68K/yr
Service Associates work with our Service team and provide support to our Financial Advisors. This role goes beyond day-to-day client support and requires a strategic approach to managing client needs ...
Tigard, OR · On-site
$15.25 - $21.25/hr
Customer Service Associate Who we are: As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household ...
Tigard, OR · On-site
$15.25 - $21.25/hr
Customer Service Associate Who we are: As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household ...
Portland, OR · On-site
$15.50 - $21.25/hr
Customer Service Associate Who we are: As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household ...
Portland, OR · On-site
$15.50 - $21.25/hr
Customer Service Associate Who we are: As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household ...
Tigard, OR · On-site
$15.25 - $21.25/hr
Customer Service Associate Who we are: As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household ...
Tigard, OR · On-site
$15.25 - $21.25/hr
Customer Service Associate Who we are: As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household ...
Tigard, OR · On-site
$15.25 - $21.25/hr
Customer Service Associate Who we are: As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household ...
Tigard, OR · On-site
$15.25 - $21.25/hr
Customer Service Associate Who we are: As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household ...
Tigard, OR · On-site
$15.25 - $21.25/hr
Customer Service Associate Who we are: As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household ...
Quick apply
Tigard, OR · On-site
$15.25 - $21.25/hr
Customer Service Associate Who we are: As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household ...
Lake Oswego, OR · On-site
$45K - $55K/yr
Customer Service Associate Dext Capital is a national, innovative, financial services company headquartered in the Portland Metro area. Dext offers an exceptional culture and countless opportunities ...
Lake Oswego, OR · On-site
$45K - $55K/yr
Customer Service Associate Dext Capital is a national, innovative, financial services company headquartered in the Portland Metro area. Dext offers an exceptional culture and countless opportunities ...
Portland, OR · On-site
$15.50 - $21.25/hr
Client Service Associate We are seeking a Client Service Associate to deliver exceptional service and operational support to our client-facing teams. The role is responsible for managing client ...
Portland, OR · On-site
$15.50 - $21.25/hr
Client Service Associate We are seeking a Client Service Associate to deliver exceptional service and operational support to our client-facing teams. The role is responsible for managing client ...
Portland, OR · On-site
$70K - $85K/yr
Client Service Associate The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include ...
Portland, OR · On-site
$70K - $85K/yr
Client Service Associate The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include ...
Portland, OR · On-site
$23 - $25/hr
Customer Service Associate We are looking for customer service professionals who can excel at giving our guests a 5-star experience. The level of customer service we provide at Shane Co. is ...
Portland, OR · On-site
$23 - $25/hr
Customer Service Associate We are looking for customer service professionals who can excel at giving our guests a 5-star experience. The level of customer service we provide at Shane Co. is ...
Forest Grove, OR · On-site
$14.75 - $19.25/hr
Food Service Associate A Food Service Associate, also known as a Customer Service Associate, plays a critical role. The primary responsibility of a Food Service Associate is to assist customers in ...
Forest Grove, OR · On-site
$14.75 - $19.25/hr
Food Service Associate A Food Service Associate, also known as a Customer Service Associate, plays a critical role. The primary responsibility of a Food Service Associate is to assist customers in ...
Portland, OR · On-site
$19.50/hr
Job Title Customer Service Associate Location Portland, OR 97218 US (Primary) Job Type Full Time/Part Time Category Customer Service Education Join our Field Team and help shape the future of retail ...
Portland, OR · On-site
$19.50/hr
Job Title Customer Service Associate Location Portland, OR 97218 US (Primary) Job Type Full Time/Part Time Category Customer Service Education Join our Field Team and help shape the future of retail ...
Portland, OR · On-site
$19.50/hr
Job Title Customer Service Associate Location Portland, OR 97218 US (Primary) Job Type Full Time/Part Time Category Customer Service Education Join our Field Team and help shape the future of retail ...
Portland, OR · On-site
$19.50/hr
Job Title Customer Service Associate Location Portland, OR 97218 US (Primary) Job Type Full Time/Part Time Category Customer Service Education Join our Field Team and help shape the future of retail ...
$9.82 - $11.94
2% of jobs
$11.94 - $14.07
6% of jobs
$15.72 is the 25th percentile. Wages below this are outliers.
$14.07 - $16.20
21% of jobs
The median wage is $17.82 / hr.
$16.20 - $18.33
27% of jobs
$18.33 - $20.45
18% of jobs
$20.55 is the 75th percentile. Wages above this are outliers.
$20.45 - $22.58
12% of jobs
$22.58 - $24.71
5% of jobs
$24.71 - $26.84
3% of jobs
$26.84 - $28.97
2% of jobs
$28.97 - $31.09
2% of jobs
$31.09 - $33.22
1% of jobs
$9
$19
$33
| Aspect | Service Associate | Customer Service Representative |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles may require certifications | High school diploma or equivalent; often similar certifications |
| Work Environment | Retail, healthcare, banking, hospitality settings | Call centers, retail, banking, service desks |
| Employer & Industry Usage | Common in retail, healthcare, banking sectors | Widespread across customer-facing industries |
| Comparison Focus | Hands-on, in-person service roles | Phone or online customer support |
Service Associates typically work directly with customers in person, providing assistance and support in retail, healthcare, or banking environments. Customer Service Representatives often handle inquiries via phone or online, focusing on remote support. Both roles require strong communication skills and similar credentials, but their work settings and interaction methods differ.
The most popular types of Service jobs in Vancouver, WA are:
Cities near Vancouver, WA with the most Service Associate job openings:

$60K - $68K/yr
Full-time
Retirement
Posted 21 days ago
SUMMARY:
Our Service Team consistently strives for service excellence. Service Associates work with our Service team and provide support to our Financial Advisors. This role goes beyond day-to-day client support and requires a strategic approach to managing client needs, improving service processes, and supporting our financial advisory team in delivering best-in-class financial guidance. You will bring extensive experience in financial services, excellent relationship-building skills, and a commitment to improving the client experience at every interaction.
This is a full-time, non-exempt role based out of Vancouver, WA. This candidate will be required to be in the office all five days of the work week. The base salary range for this position is between $60,000-$68,000 per year. We also provide generous benefits to all our full-time employees.
DUTIES AND RESPONSIBILITIES
Serve as an initial point of contact for clients, addressing inquiries and providing timely responses to their needs via phone and email.
Assist with scheduling and coordinating client appointments, ensuring all logistics are handled efficiently and accurately.
Process client requests, including transactions and paperwork, in line with firm policies and procedures.
Assist in the onboarding process for new clients, ensuring a smooth and positive experience.
Collaborate with custodians and internal teams to resolve client account issues, transfers, and general service requests.
Support advisors with client-related documentation, ensuring all forms are complete, accurate, and submitted on time.
Provide notary services for client transactions as required.
Maintain up-to-date client records and help ensure accuracy and consistency across internal systems.
QUALIFICATIONS
2-5 years of experience in a client-facing administrative role within the financial services or related industry.
BS/BA degree preferred; high school diploma or GED required.
Strong communication skills with the ability to establish rapport with clients and colleagues.
Experience with CRM systems and basic financial software (experience with custodial platforms is a plus).
Knowledge of financial services industry practices, with familiarity in processing account transactions or client service inquiries.
Strong attention to detail and accuracy in handling client records and transaction-related documents.
Ability to multitask and manage competing priorities in a fast-paced environment.
Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
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Business management consulting
201 - 500 Employees
Columbia, SC, US