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7 client account manager jobs at 6 companies in Springfield, OR

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Client Relationship Manager
Eugene, Oregon, United States
$65k-$70k/yr OnsiteFull Time
Focus Financial Partners
Focus Financial Partners: Global partnership of independent fiduciary wealth management firms.
Bachelor's degree required, preferably in finance, accounting, business, or economics. Requires wealth management knowledge, strong communication, organization, analytical skills, Microsoft Office proficiency, and ability to learn financial and CRM software.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM software
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1mo
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Client Manager - Personal Insurance
Corvallis or Beaverton or Bend or Madras or Medford or Newport
OnsiteFull Time
Marsh McLennan Agency
Marsh McLennan AgencyNYSE: MMC: Provides insurance brokerage and risk management to mid-sized organizations.
Deliver client service for personal insurance: handle service requests, manage renewals and marketing, negotiate with carriers, maintain account data, and identify up-sell opportunities.
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Client Relationship Manager
Eugene, Oregon, United States
$65k-$70k/yr OnsiteFull Time
Eton Advisors
Eton Advisors: Independent multi-family office providing wealth and investment management services.
Bachelor's degree in finance, accounting, business, economics, or related field; financial and wealth management knowledge; strong communication, organization, analytical, and client relationship skills; Microsoft Office proficiency.
Microsoft Office Suite, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM software
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1mo
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Client Accounting Services - Manager
Bend or Eugene
OnsiteFull Time
Jones & Roth
Jones & Roth: Provides professional accounting, tax, and business advisory services.
Full-cycle accounting including payroll and month-end close; strong QuickBooks Online skills; experience with Syft or similar; KPI/dashboard development; budgeting, cash flow, forecasting; process improvement; staff supervision.
QuickBooks Online, Syft
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Client Accounting & Advisory Services (CAAS) Staff Accountant
Eugene, Oregon, United States
$51k-$65k/yr OnsiteFull Time
Isler CPA
Isler CPA: A public accounting firm providing client accounting, advisory, payroll, and tax services.
1+ YOEAssociate's degree or higher in accounting, 1+ year of accounting experience using QuickBooks Online, payroll and tax compliance familiarity, strong communication, organization, and time management skills.
QuickBooks Online, ADP Run, ADP Workforce Now, Copilot, Claude, GASB
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2mo
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Branch Office Administrator - Eugene, OR
Eugene, Oregon, United States
OnsiteFull Time
Edward Jones
Edward Jones: Offers investment management and financial planning through local branches.
Provide client service and administrative support to financial advisors; manage account openings and transactions; strong attention to detail, analytical thinking, adaptability, conversational skills, and computer literacy (MoneyGuide, Salesforce, Microsoft Office).
MoneyGuide, Salesforce, Microsoft Office
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Branch Office Administrator
Eugene, Oregon, United States
$23-$24/hr OnsiteFull Time
Edward Jones
Edward Jones: Provides personalized financial advice and wealth management services.
Provides client service, account management, administrative support, scheduling, marketing coordination, documentation, and technology support in partnership with financial advisors.
MoneyGuide, Salesforce, Microsoft Office
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