485 client jobs at 158 companies in Dallas, OR
2w
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Client Service Coordinator
Wilsonville, Oregon, United States
$16-$21/hr OnsiteFull Time
1+ YOEProvide exceptional client service, manage client/pet flow, perform administrative and financial tasks; 1 year related experience and strong communication, organizational, and computer skills required.
Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft Outlook
1mo
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Client Manager - Personal Insurance
Corvallis or Beaverton or Bend or Madras or Medford or Newport
OnsiteFull Time
Deliver client service for personal insurance: handle service requests, manage renewals and marketing, negotiate with carriers, maintain account data, and identify up-sell opportunities.
1mo
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Client Associate (Wealth Management)
Beaverton, Oregon, United States
$65k-$82k/yr OnsiteFull Time
Strong customer-service and communication skills; intermediate-advanced Microsoft Outlook and Excel; ability to learn systems quickly, manage client inquiries, process account paperwork, and handle sensitive information with discretion.
Microsoft Outlook, Microsoft Excel, Schwab, Fidelity, CRM systems
2mo
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Client Relations Assistant
Clackamas, Oregon, United States
OnsiteFull Time
2+ YOE2+ years in an administrative role; HS diploma or some college; strong communication; MS Office; ability to pass background and drug tests; experience supporting clients and vendors.
Microsoft Office
1mo
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Client Service / Reception
Tualatin, Oregon, United States
OnsiteFull Time
Answer phones, manage client projects, schedule appointments, coordinate with designers/installers, maintain customer database; requires strong organization, multitasking, written and oral communication, and Word/Excel experience.
Microsoft Word, Microsoft Excel
1mo
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eDiscovery Client Services Manager
New York or Chicago or Beaverton or Seattle or Kansas City or Tampa or Atlanta or Washington or Phoenix
$130k-$145k/yr RemoteFull Time
5+ YOE5+ years eDiscovery/litigation support experience, proven team leadership, project management, client relationship skills, BA required; Relativity Certified Administrator and PM/eDiscovery certifications preferred.
Relativity
4w
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Wealth Management Client Associate
Lake Oswego, Oregon, United States
OnsiteFull Time
Provide client service support to Financial Advisors, deliver accurate client materials, knowledge of investment products preferred, strong Microsoft Office and Salesforce skills, high school diploma/GED required, FINRA SIE/Series licenses desired.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2w
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IT Client Engineer
Lebanon, Oregon, United States
$25-$35/hr OnsiteFull Time
Provide desktop/mobile support across Windows/macOS/iOS/Android, manage endpoints with Intune/JAMF/SCCM, troubleshoot network/VoIP/VPN, associate degree or equivalent, CompTIA/Microsoft certs preferred.
Windows, macOS, iOS, Android, Microsoft 365, Teams, Zoom, Slack, Microsoft Intune, JAMF, SCCM, VPN, VoIP
1mo
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Licensed Private Client Banker
McMinnville, Oregon, United States
$25-$38/hr OnsiteFull Time
Sales-focused banker to advise clients with up to $2M investable assets, develop relationships and referrals, open accounts, meet activity and outcome goals; required FINRA S6, S63, SIE and Life & Health insurance license; HS diploma or equivalent; strong sales and digital skills.
Microsoft Windows, Microsoft Word, Microsoft Excel
1mo
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Work From Home - Client Benefits Advisor
Oregon City, Oregon, United States
RemoteFull Time
Remote client-facing advisor role guiding and educating inbound interested clients; competitive, self-starting, coachable individuals sought. No cold outreach; path to leadership and uncapped income.
Zoom
3w
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Wealth Management Client Associate
Lake Oswego, Oregon, United States
OnsiteFull Time
1+ YOE1+ year experience, high school/GED required. Client-centric, motivated self-starter with strong communication, detail orientation, and proficiency with technology platforms.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Senior Client Services Specialist, Family Office
Lake Oswego or California or Oregon or Washington or Idaho or Utah or Colorado or Missouri or Tennessee or Texas
$75k-$105k/yr HybridFull Time
5+ YOE5+ years client service/operations experience in wealth management supporting high-net-worth clients; Charles Schwab custodial experience; knowledge of account registrations, investment products, alternative investment operations, CRM/portfolio systems; Microsoft Office proficiency; strong communication and organization.
Microsoft Office, Salentica Engage, Salesforce, Redtail, Microsoft Dynamics, Tamarac, Addepar, iCapital, CAIS, Canoe, Charles Schwab Advisor Center
1mo
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Part-Time Client Service Associate
Lake Oswego or Portland
OnsitePart Time
High school diploma required (college preferred). Detail-oriented, advanced Microsoft Office skills, client service experience, calendar/travel/expense management, and willingness to obtain Series 7/66 or Series 63/65 licenses.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
1mo
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Part-Time Client Service Associate
Lake Oswego or Portland
OnsitePart Time
High school diploma required (college preferred). Client service experience preferred. Willingness to obtain Series licensing (Series 7/66 or Series 63/65). Advanced Microsoft Office skills and strong communication, organizational, and time management skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
2w
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Client Manager - Group Benefits
Tigard, Oregon, United States
$65k-$100k/yr HybridFull Time
3+ YOE3–5 years insurance account management experience (Life & Health preferred); active L&H insurance license(s) required; experience with self-funding preferred; proficient in Salesforce; strong communication and negotiation skills.
Salesforce
1mo
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Wealth Management Client Associate
Hillsboro, Oregon, United States
$21-$28/hr OnsiteFull Time
High school diploma (Bachelor's preferred); 2–4 years investment industry experience preferred; FINRA SIE/Series 6/7/63 and life/variable life/health/disability insurance licenses to be eligible for business incentives; proficiency with Microsoft Office; strong communication, analytical and compliance knowledge.
Microsoft Office
1mo
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Client Service Manager
Clackamas, Oregon, United States
OnsiteFull Time
Experience managing staffing, scheduling, office/financial and records management, meeting/events planning, team development, strong verbal/written communication, initiative, and people leadership in a customer-facing environment.
1mo
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Client Relationship Consultant
Hillsboro, Oregon, United States
$19-$25/hr OnsiteFull Time
High school diploma/GED required; entry-level teller/banking or sales experience required; ability to lift up to 25 lbs; basic retail banking product knowledge; strong communication and multitasking skills; comfortable with Microsoft Outlook and Word.
Microsoft Outlook, Microsoft Word
3w
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Client Financial Coordinator
Clackamas, Oregon, United States
OnsiteFull Time
2+ YOEHigh school diploma and 2+ years relevant experience; detail-oriented with strong communication; familiarity with practice management systems and medical terminology preferred.
Workday
1mo
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Client Service / Reception
Tualatin, Oregon, United States
OnsiteFull Time
Strong organization, multitasking, and communication skills; experience with Microsoft Word and Excel; ability to prioritize tasks and maintain customer database; customer service experience preferred.
Microsoft Word, Microsoft Excel