Client Service Associate

4 weeks ago


Lake Oswego, Oregon, United States Delap LLP Full time

Delap LLP: A Leader in Financial Services

We are seeking a highly skilled Client Service Associate to join our team at Delap LLP, a top-rated CPA firm and investment advisory firm. As a Client Service Associate, you will be responsible for new wealth management client onboarding, preparing client reports, and maintaining contact with clients to provide or obtain updated information, schedule meetings with teammates, troubleshoot problems, and proactive communication with the custodian.

Key Responsibilities:

  • New client onboarding facilitator
  • Proactively communicate with clients and their advisors, verbally and in writing
  • Frequent custodian communication via phone and email
  • Deliver anticipatory client service—troubleshoot problems, schedule, and organize meetings; serve as liaison between advisors, custodian and clients as needed
  • Manage client information—prepare client reports, submit, and follow up on necessary paperwork, project management, and regularly update CRM
  • Establish new client portals and mobile application setup
  • Client specific special projects to help deliver more predictable and profitable financial decisions

Qualifications:

  • Client first attitude
  • 2-5 years of prior service leadership experience with investment advisory firm or professional service firm
  • Proficiency in Word, Excel, PowerPoint, Outlook, CRM software [Redtail]
  • Must be passionate, organized, detail-oriented and able to multitask
  • Solid written and verbal communication skills
  • Team player, collaborative, able to work with and through others
  • Minimum Associate's Degree
  • Desire/ability to work successfully in a small company environment

Benefits & Compensation:

  • The firm offers a competitive compensation and benefit package that includes four weeks of PTO and a phenomenal 401(k)/Profit Sharing Plan
  • Positive emphasis on health & wellness. Frequent Wellness Challenges
  • Professional Development – we have an established Coaching program, leadership training to assist employees in finding and cultivating their passion at Delap

EEO Statement:

Delap LLP provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.



  • Lake Oswego, Oregon, United States Serengeti Care Full time

    Job SummarySerengeti Care Partners is seeking a highly organized and detail-oriented Scheduling Coordinator to join our team. This role is responsible for coordinating schedules for our dedicated team of healthcare professionals, ensuring seamless delivery of care services.Key ResponsibilitiesMaintain accurate and up-to-date scheduling records, ensuring...


  • Lake Oswego, Oregon, United States McGriff Insurance Services Full time

    Job Summary: McGriff Insurance Services is seeking a highly skilled Client Service Specialist to join our team. As a key member of our sales and service teams, you will be responsible for providing exceptional internal and external service support to clients, vendors, and teammates. This role requires a strong ability to build and maintain professional...


  • Lake Oswego, Oregon, United States U.S. Bank Full time

    Job DescriptionAt U.S. Bank, we're committed to helping our customers and businesses achieve their financial goals. As a Client Relationship Consultant, you will play a critical role in building and maintaining strong relationships with our clients, providing them with expert guidance and support to meet their banking needs.Key Responsibilities:Build and...


  • Lake Oswego, Oregon, United States HR Recruiting Services Full time

    Surgical Services Associate Manager Job DescriptionThe Surgical Services Associate Manager is a key member of the surgical services team, responsible for providing support and assistance to the Manager for the daily operations of surgical services, including the Operating Room, SPU/PACU, and Endoscopy. This role requires effective management of unit...


  • Lake Oswego, Oregon, United States HR Recruiting Services Full time

    Surgical Services Associate Manager Job DescriptionThe Surgical Services Associate Manager plays a crucial role in supporting the Manager for the daily operations of surgical services, including OR, SPU/PACU, and Endoscopy. This position requires effective management of unit operations, including planning, resource allocation, and staff management.Key...


  • Lake Oswego, Oregon, United States Providence Service Full time

    The Providence Service is seeking a skilled Physiotherapist Specialist to join our team at Marys Woods Medical Plaza-Lake Oswego. This role involves managing and providing skilled physical therapy to patients/clients with a wide variety of diagnoses and disabilities, taking into account the individual patient special physical or age-related needs....

  • Tax Senior Associate

    4 weeks ago


    Lake Oswego, Oregon, United States Aldrich Full time

    Job SummaryAldrich CPAs and Advisors is seeking a Senior Tax Associate to join our team. As a Senior Tax Associate, you will assist in the preparation and review of tax returns, provide client service, and participate in consulting services. If you are passionate about working with a team, striving for a work-life balance, and giving back to the community,...


  • Lake Oswego, Oregon, United States Aston Carter Full time

    Unlock Your Potential in Public AccountingAston Carter is seeking a highly skilled Senior Audit Associate to join our team. As a key member of our assurance team, you will lead audit and other assurance engagements, providing timely and superior-quality services that exceed client expectations.Key Responsibilities:Lead audit and other assurance...


  • Lake Oswego, Oregon, United States Aston Carter Full time

    Audit Leadership PositionAston Carter is seeking a highly skilled Senior Audit Associate to lead audit and other assurance engagements, providing timely and superior-quality services that exceed client expectations.Key Responsibilities:Lead audit and other assurance engagementsProvide timely and superior-quality services exceeding client expectationsIdentify...


  • Lake Oswego, Oregon, United States TBWA\Chiat\Day Full time

    Role OverviewWe are seeking a highly skilled Client Experience Associate to join our WealthFactor team at Farther. As a Client Experience Associate, you will play a critical role in delivering personalized, holistic wealth management to our clients. You will work closely with our team of experts to optimize our clients' wealth, focusing on risk, fees, and...

  • Associate Attorney

    4 weeks ago


    Lake Oswego, Oregon, United States Jobot Full time

    Job Summary:Jobot is seeking a skilled Associate Attorney to specialize in transactional law. As a member of our dynamic legal team, you will work closely with seasoned attorneys and partners to provide legal advice and services to our diverse client base.Key Responsibilities:• Draft, review, and negotiate transactional documents, including contracts, HOA...


  • Lake Oswego, Oregon, United States Farther LLC Full time

    About Farther LLCFarther LLC is a rapidly growing Registered Investment Advisor (RIA) that combines expert advisors with cutting-edge technology to deliver a comprehensive, tailored wealth management experience.Job SummaryWe are seeking a highly skilled Client Experience Associate to join our WealthFactor team. As a key member of our team, you will be...


  • Lake Oswego, Oregon, United States Aston Carter Full time

    Audit and Assurance ExpertiseAs a Senior Audit Associate at Aston Carter, you will lead audit and other assurance engagements, providing timely and superior-quality services that exceed client expectations. Your role involves identifying additional areas of service and planning opportunities, maintaining relationships with key business contacts and clients,...

  • Sales Associate

    4 weeks ago


    Lake Oswego, Oregon, United States YogaSix - Lake Oswego Full time

    Job DescriptionThe Sales Specialist is responsible for supporting the General Manager in overseeing the designated studio(s) to ensure the studio is meeting sales goals and customer service standards are upheld to YogaSix standards. He/she will oversee all aspects of the sales process. He/she must have strong customer service skills, knowledge of PC/Mac...


  • Lake Oswego, Oregon, United States Lorber, Greenfield & Olsen, LLP Full time

    Company OverviewLorber, Greenfield & Olsen, LLP is a reputable civil litigation defense firm with a strong focus on construction defect and casualty claims. Our attorneys have a proven track record of successfully defending developers and general contractors in complex cases.Job SummaryWe are seeking a highly skilled Litigation Associate Attorney to join our...


  • Lake Oswego, Oregon, United States Deseret Book Full time

    Job SummaryDeseret Book is seeking a highly motivated and customer-focused Seasonal Store Sales Associate to join our team. As a Seasonal Store Sales Associate, you will be responsible for providing exceptional customer service, selling Deseret Book products and services, and maintaining a clean and organized store environment.Key ResponsibilitiesExhibit...

  • Physical Therapist

    4 weeks ago


    Lake Oswego, Oregon, United States Providence Service Full time

    The Physical Therapist - Rehabilitation Specialist manages and provides skilled physical therapy to patients/clients with a wide variety of diagnoses and disabilities, taking into account the individual patient's special physical or age-related needs.At Providence Service, our Rehabilitation Therapist - Physical Therapist plays a vital role in delivering...


  • Lake Oswego, Oregon, United States Emerald Staffing Full time

    Job DescriptionAbout Emerald StaffingWe are a pioneering company in the field of Cellular Services & Mobility, dedicated to delivering exceptional service to our clients. As a Client Services Representative, you will play a vital role in ensuring the satisfaction and success of our clients.Responsibilities:Process orders and manage plans in carrier...


  • Lake Oswego, Oregon, United States David Shin - State Farm Agent Full time

    h3JobDescription/h3brAsaCustomerServiceAssociatewithDavidShin-StateFarmAgent,youwillhavetheopportunitytoworkwithadynamicteamandprovideexceptionalcustomerservicetoourclients.brbrResponsibilities:ulliEstablishandmaintainstrongrelationshipswithcustomers,providingpersonalizedserviceandsupport./liliUseacustomer-focusedapproachtoeducatecustomersaboutinsuranceoptio...


  • Lake Oswego, Oregon, United States Deseret Book Full time

    Job Opportunity at Deseret BookWe are seeking a highly motivated and customer-focused Seasonal Sales Associate to join our team at Deseret Book. As a Seasonal Sales Associate, you will play a key role in providing exceptional sales and customer service skills to our customers. Key Responsibilities:Exhibit world-class sales and customer service skills by...