Associate

• Independently perform core client service and operational responsibilities across onboarding, renewals, open enrollment, and ongoing client support
• Serve as a technical resource for HRIS and enrollment platforms, benefits communications, surveys, and standard reporting
• Review benefit contracts and materials for accuracy and completeness before client delivery
• Respond to complex client questions and manage defined lifecycle tasks with limited oversight
• Support entry-level financial analysis, claims and utilization reporting, and renewal preparation
• Informally guide peers and contribute to workflow execution through independent decision-making within established parameters

Client Associate supporting employee benefits clients at insurance brokerage IMA Financial Group

Client Associate

Client Associate supporting employee benefits clients at IMA Financial Group, an insurance brokerage. Managing onboarding, renewals, enrollment, reporting, and complex client service tasks.

• Provide day-to-day, high-quality support donors on a variety of inquiries, including but not limited to refunds, canceling recurring donations, standard login inquiries, and managing various other donor-related requests.
• Efficiently triage all incoming support requests to the correct team based on email content.
• Provide proactive support and outreach to our users as needed.
• Review voicemails and return phone calls as needed.
• Flag potential bugs or issues with ActBlue’s platform that are reported to us by our users as needed.
• Review donation transactions as part of our fraud prevention workflow.
• Meet established quality and productivity standards for the role.

Donor Support Associate providing customer service for ActBlue donors

Donor Support Associate – Temporary Role

Donor Support Associate providing support for small-dollar donors using ActBlue’s fundraising platform. Assisting with inquiries and managing donor-related requests in a remote capacity.

• Conduct proactive, high-quality outreach to a book of providers — via email, phone, and video meetings — to check in on their practice, availability, and satisfaction with Tava.
• Maintain a consistent cadence of contact; top-retained providers in our own data are engaged roughly monthly and have been contacted dozens of times over their tenure, so persistence and follow-through matter more than any single conversation.
• Log every touchpoint, note, and outcome in HubSpot so the next conversation — yours or a teammate's — has full context.
• Run monthly availability reviews with providers to understand changes in their capacity, caseload, and openness to accepting referrals.
• Identify providers whose availability, session volume, or referral acceptance is trending down, and re-engage them before they disengage or leave.
• Support providers as they grow — scaling from solo practice to group practice, adding intern or associate clinicians, or expanding into new insurance networks and states.
• Lead feature-enablement sessions (e.g., AI Scribe, scheduling tools, billing workflows) that make providers' day-to-day easier and deepen their reliance on Tava.
• Answer or route provider questions on credentialing, insurance paneling/network coverage, and billing so providers keep momentum instead of stalling out.
• Educate providers on Tava resources, marketing support, and referral pathways available to them.
• Report bugs, service requests, and provider-reported issues to the appropriate internal Slack channels promptly and with enough detail to be actionable.
• Actively participate in team meetings, trainings, and 1:1s — sharing feedback, best practices, and lessons learned from your book of providers.
• Contribute to and help refine the team's playbooks, templates, and how-to documentation in Notion as you learn what works.

Provider Success Associate at Tava Health ensuring provider retention and engagement

Provider Success Associate

Provider Success Associate at Tava Health focused on retaining and engaging mental health providers. Proactively supports providers through relationship management on a digital platform for practice growth.

• Gather information on funders, donors, systems and other topics to develop programming and other projects in line with IRCO’s mission and vision.
• Respond to time sensitive research to support team members tasked with managing a portfolio of donors/funders.
• Document key documents, meetings, tasks, and decisions in shared file systems and virtual workspaces.
• Conduct analysis on opportunities for funding in line with organization decision making/approval processes, team procedures, and IRCO Program Standards.
• Maintain complete and timely records of contact information, contacts, deadlines, and other interactions with donors, funders, and other constituents in the Donor Perfect database.
• Research, prepare, draft, and edit proposals for funding and submission of materials
• Support agency partnerships by following up on communications and drafting letters of support, letters of commitment, or memoranda of understanding.

Grants Associate supporting funding proposals and administrative tasks for IRCO

Grants Associate

Grants Associate at IRCO, responsible for researching and drafting funding proposals. Contributing to the team's administrative support and maintaining relationships with donors and funders.

• Interact directly with Partners on matters related to client and engagement management
• Data gathering, document review and preparation of quality of earnings reports
• Research and financial analysis of target companies
• Due diligence for both buy side, sell side, and corporate finance transactions
• Communication with clients to ensure delivery of exceptional client service

Analyst in Transaction Advisory Services delivering due diligence and advisory services

Associate – Transaction Advisory Services

Analyst in Transaction Advisory Services providing due diligence and financial analysis for varied clients. Opportunities to work with private equity, banks, and business development companies from a leading advisory firm.

• Provide personalized banking support across multiple branch locations within an assigned geographic area, covering for banker and teller absences and temporarily filling open positions as needed
• Adapt quickly to new branch environments, teams, and customer needs while maintaining consistent service quality and adherence to bank standards
• Build lasting customer relationships through proactive, meaningful conversations that support financial well‑being and deepen engagement
• Lead discovery driven conversations to understand customer needs and connect them with relevant banking products, services, and solutions
• Drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals to meet customer and business goals
• Support everyday banking needs, including account openings, service requests, and credit applications
• Perform cash handling and teller line activities, accurately processing transactions while maintaining compliance and operational standards
• Demonstrate comfort using and adopting digital tools and technologies to enhance the customer experience and support evolving banking needs
• Deliver accurate, compliant service while exercising sound judgment within defined risk controls
• Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists, ensuring customers are connected to the right expertise

Associate Personal Banker providing banking support across multiple branch locations

Associate Personal Banker – Roving

Associate Personal Banker supporting everyday banking needs across multiple branches for Wells Fargo. Engaging customers through conversations to identify their banking product needs and ensure a high-quality service.

• Research and analyze complex GAAP technical issues
• Draft position papers/technical memos
• Assist with SEC reporting requirements
• Support clients through IPO readiness and M&A transactions
• Coach and review the work of Associates/Interns
• Collaborate with Partners and Managers on engagement status

Senior Associate in Advisory Services for tax, audit, and advisory firm

Senior Associate, Advisory Services

Senior Associate in Advisory Services working on complex GAAP issues and SEC reporting. Collaborative environment supporting career growth at KBF Advisory.

• Serve as a primary resource for day-to-day end-user support across hardware, software, and SaaS applications for remote and in-office staff
• Execute core IT processes including onboarding, offboarding, incident management, and change management, while actively identifying opportunities to improve how those processes work
• Triage and respond to the IT support queue, prioritizing tickets to maintain service level commitments across a distributed workforce
• Support and administer core SaaS platforms including Okta, Jamf, Google Workspace, Slack, Atlassian, and Zoom
• Support identity and access management workflows, including provisioning, SSO configurations, and access reviews
• Follow and uphold endpoint security standards including patch compliance, configuration enforcement, and MDM policy management, and surface gaps or improvement opportunities to the team
• Coordinate with vendors to resolve technical issues and procure hardware and networking equipment as needed
• Participate in and contribute to IT application rollouts and cross-functional technology projects
• Recognize and surface opportunities to automate repetitive tasks and improve service delivery efficiency
• Maintain accurate, high-quality technical documentation for processes, systems, and projects
• Contribute to the IT knowledge base to support team scalability and end-user self-service
• Provide end-user training on tools and processes to promote technology fluency across the organization

Desktop Support Associate II providing IT support for ActBlue's remote staff

Desktop Support Associate II

Desktop Support Associate II providing IT support for ActBlue's remote and in-office staff. Ensuring smooth technology operations for a nonprofit dedicated to progressive causes.

• Provides sales, processing, operational, administrative and customer service support to Financial Advisors of U.S. Bancorp Advisors.
• Performs administrative support duties to assist Financial Advisors such as: making and tracking appointments, preparing investment proposals/reviews/routine correspondence, organizing paper flow in adherence to the firm’s record-keeping requirements, maintaining client files and supplies, answering phones, opening and disseminating mail.
• Assists in business development at the direction of the Financial Advisors such as: meeting with existing or new prospects, contacting existing client base to review current relationship, planning and coordinating marketing campaigns/business development seminars and meeting with internal departments to discuss joint business initiatives.

Sales and administrative support to Financial Advisors at U.S. Bancorp Advisors

Wealth Management Client Associate

Providing sales, processing, operational, and customer service support to Financial Advisors at U.S. Bancorp Advisors. Assisting in business development through administrative and client-facing tasks.

• Field incoming calls from dealerships, service shops, and inspectors regarding low exposure, low complexity, mechanical breakdown claims
• Determine applicable contractual coverage and most appropriate replacement/repair solution
• Work to have a timely resolution to claims by negotiating costs and labor hours associated
• Ensure customer service by proactively communicating information, responding to inquiries, and following customer protocols

Service Contract Associate handling low exposure mechanical breakdown claims

Service Contract Associate

Service Contract Associate managing low complexity mechanical breakdown claims for Zurich North America. Handling communications with external sales staff, dealerships, and service shops to resolve claims efficiently.

• Conducts federal policy analysis and monitors congressional, regulatory, and administrative matters related to relevant federal policy issues.
• Actively participates in state legislative and administrative processes; attends committee hearings, lobby visits, budget hearings, floor sessions, commission meetings, and other meetings relevant to TNC conservation priorities and in support of advocacy goals and objectives.
• Monitors legislative, regulatory, and administrative matters related to relevant state and federal policy issues; provides research, policy analysis and recommendations on state public policy issues, policy options, agency budgets, and the potential impacts of proposed legislation, rulemaking efforts, and changes in agency policies.
• Develops policy communications assets to support the Oregon Business Unit’s and Western Division’s policy advocacy and strategic communications needs, including talking points, testimony, one-pagers, letters to the editor and social media posts.
• Attends and takes notes at committee hearings, lobbying visits, floor sessions, agency commission meetings, and other relevant venues in support of TNC conservation priorities.
• Works with Marketing and Communications and Government Relations teams to produce state and federal policy briefs to help educate elected officials, partner organizations, board of trustees members, and the general public.
• Assures compliance with all state and federal lobbying laws and regulations, including reporting and tracking state lobbying activities.
• Some overnight out of state travel for trainings and Washington, D.C. fly-ins, frequent travel to Salem, OR during state legislative session, and occasional travel for organizational retreats.
• Overnight/out of state travel up to 10% of time.
• Hybrid work arrangement with an expectation to work onsite at the Portland office at least once every two weeks.

Policy Associate supporting advocacy and public policy at The Nature Conservancy

Policy Associate

Policy Associate at The Nature Conservancy conducting policy analysis and communications. Collaborating with government relations to support advocacy and conservation goals in Oregon.

• Receiving, processing, labeling, and storing incoming stock.
• Maintaining clear records on all inventory and stock.
• Scanning items into the warehouse management system.
• Inspecting all stock for damages and keeping records of damages.
• Organizing the warehouse space.
• Preparing orders for shipment.
• Picking orders for shipment.
• Recording exact arrival and departure times for shipments.
• Operating stock management tools: for example, powered industrial equipment and pallet jacks.
• Counting stock and keeping inventory records.
• Routine cleaning duties.
• Interface with management to ensure key objectives are realized.
• Maintain safety regulations and compliance with all applicable regulations.

Warehouse Associate responsible for receiving and organizing inventory in Portland

Warehouse Associate

Warehouse Associate at Parts Authority organizes inventory and prepares orders for shipment in Portland. Ensures warehouse operations are efficient and complies with safety regulations.

• Ensure sales and loan targets are met
• Develop, grow, and maintain client relationships with dealer partners
• Plan and organize sales visits to assigned dealer partners
• Communicate with dealers on current offerings and programs
• Train dealers on proper documentation for funding
• Works closely with dealers to promote the sales and implementation of financial products
• Participates in ongoing relationship performance reviews with clients
• Analyze active loan file performance and recommend solutions
• Maintain established benchmarks for originations and loan performance
• Demonstrate compliance with all regulations that apply to the position

DFC Dealer Relations Associate I responsible for sales and loan target achievement

Dealer Relations Associate I

DFC Dealer Relations Associate I responsible for ensuring sales and loan targets are met with dealer partners. Driving growth and profitability for Driveway Finance Corporation through client relationship management.

• Travel 75% of the time within Oregon, Washington, and Alaska
• Develop, grow, and maintain client relationships with dealer partners through on-site visits and regular communication.
• Plan and organize sales visits to assigned dealer partners on established timelines.
• Communicate with dealers on current offerings and programs.
• Train dealers on proper documentation for funding.
• Works closely with dealers to promote the sales and implementation of financial products.
• Participates in ongoing relationship performance reviews with all clients.
• Analyze active loan file performance and recommend solutions to enhance results.
• Maintain established benchmarks for originations and loan performance.
• Demonstrate compliance with all regulations that apply to your position and keep up to date on regulation changes.
• Other duties as assigned

Dealer Relations Associate for automotive financing solutions at DFC

Dealer Relations Associate managing client relationships and sales visits for automotive financing solutions at DFC. Ensuring sales targets are met with regional market support.

Customer Banker supporting multiple branch locations in Oregon

Customer Banker providing personalized banking support across multiple branch locations in Oregon. Building lasting customer relationships through proactive interactions and support for everyday banking needs.

• Project manage channel initiatives - such as pipeline automation and provider credentialing
• Serve as the point of contact for project status updates, open issues, and escalation management
• Collaborate across teams (Product, Engineering, Clinical, Sales) to resolve issues and drive seamless client experiences

Channel Solutions Associate at Maven Clinic supporting operational initiatives

Channel Solutions Associate – Part Time, Contract

Channel Solutions Associate at Maven Clinic managing projects across various channels. Collaborating with internal teams to enhance operational efficiency and client experiences.

• Serve as a primary point of contact for member and subscriber inquiries across email, phone, and mail, delivering timely, accurate, and polished service; maintaining confidential and sensitive information.
• Research and resolve member issues independently, exercising judgment on ambiguous cases and escalating only what genuinely requires manager-level input.
• Educate members and prospects on the benefits and value of ASLA membership with confidence and credibility.
• Maintain accurate member and company profile information in the AMS and support ongoing data quality and consistency.
• Process paper and scanned membership applications, renewals, subscriptions, and other orders in accordance with ASLA eligibility requirements and procedures.
• Process student membership applications and communicate with student members on eligibility and requirements.
• Apply AI and emerging technology tools, where appropriate, to improve the speed and accuracy of member and subscriber service workflows.
• Own the documentation of member services workflows: maintain clear, current standard operating procedures for core tasks in the AMS, and flag gaps or inconsistencies as they arise.
• Identify opportunities to streamline, automate, or otherwise improve recurring work, and partner with the Manager to implement changes.
• Support annual conference operations as assigned, including MCSD material preparation and packing, with potential travel to staff the ASLA Pavilion and/or other events.
• Perform other duties as assigned.

Member Services Associate managing inquiries and applications for ASLA membership

Member and Chapter Services Associate

Member Services Associate managing day-to-day member inquiries and applications for ASLA's membership services. Maintain data quality in the Association Management System and provide support during events.

• Assist in all aspects of the investment process including sourcing, due diligence, structuring, negotiations, and closing on minority directs, co-investments, secondaries and primary fund investments
• Guide the work of Analysts in the due diligence process, while also assisting the senior members of the Infrastructure and Real Assets team with team resource allocation, managing day-to-day aspects of investment analysis, providing oversight of the functional team, and assisting in communication with investment sponsors and clients
• Manage day-to-day aspects of investment underwriting, providing oversight of the functional team, and assisting in communication with investment counterparties and clients
• Complete special projects, including client projects, industry analysis and geographical studies, as necessary
• Create and manage complex transaction models and distribution waterfalls

Associate supporting Infrastructure and Real Assets investment team at Hamilton Lane

Associate, Infrastructure & Real Assets

Associate supporting Infrastructure and Real Assets investment team at Hamilton Lane, sourcing and analyzing investment opportunities across various sectors. Involves working with analysts and senior investment professionals.

• Execute assigned program workflows (e.g., claim intake, completeness review, eligibility verification within guidelines).
• Review, validate, and process applications and claims.
• Escalate non-routine issues, complaints, or exceptions to the Project Manager.
• Maintain accurate records and documentation.
• Review work for accuracy and completeness.
• Execute data validation and quality assurance activities.
• Track and report discrepancies to support consistency and reduce rework.
• Apply and update established processes and documentation.
• Maintain detailed documentation to support audits, reporting, and program transparency.

Solar Associate managing program operations and contract workflows

Solar Programs, REC Contracts Associate

Solar Associate managing program operations and contract workflows for climate solutions. Collaborating with team members to ensure compliance and data integrity in a hybrid work environment.

Associate jobs in Oregon

See all jobs on JobTailor

Client Associate

Donor Support Associate – Temporary Role

Provider Success Associate

Grants Associate

Associate – Transaction Advisory Services

Associate Personal Banker – Roving

Senior Associate, Advisory Services

Desktop Support Associate II

Wealth Management Client Associate

Service Contract Associate

Policy Associate

Warehouse Associate

Dealer Relations Associate I

Dealer Relations Associate I

Associate Personal Banker – Roving

Channel Solutions Associate – Part Time, Contract

Member and Chapter Services Associate

Associate, Infrastructure & Real Assets

Solar Programs, REC Contracts Associate