121 client experience jobs at 52 companies in Coburg, OR
1d
Save
Mark Applied
Hide
1d
Client Associate - 2
Bellevue or Portland or United States or Springfield
$50k-$65k/yrRemoteFull Time
IMA Financial Group: Provides commercial insurance brokerage and wealth management services.
1+ YOERequires 1+ year of relevant experience, OE guide application skills, client lifecycle knowledge, and completion of a Life & Health license within applicable state timelines.
Banfield Pet Hospital: Provider of comprehensive preventive veterinary care for pets.
1+ YOEProvide client-facing service in a veterinary hospital; high-quality communication, computer and organizational skills; 1+ year customer service experience preferred; ability to lift 50 lbs and work varied hours.
Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft Outlook
Alpine Legacy Group: Supplemental health insurance and financial protection for families.
Requires valid driver’s license and reliable transportation, clean background check, bachelor’s degree or equivalent preferred, willingness to obtain Health & Life license (company will guide and reimburse). Strong communication and time-management skills.
KeyBankNYSE: KEY: Provides retail, commercial, and investment banking products and services.
High school diploma required; FINRA licenses S6, S63, SIE; Life and Health licenses; sales and client relationship experience; ability to work Saturdays; valid driver’s license.
MS Windows, Microsoft Office, Digital platforms, Investment and insurance products knowledge
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
J.P. Morgan Wealth Management – Private Client Advisor – Albany, NY
Albany or Albany or Albany
$64k/yrOnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOE2+ years financial advisor experience, client acquisition skills, Series 7 and Series 66 (or 63/65) active, life/health/long-term-care insurance license, goals-based planning and relationship management.
Allen Agency: Independent agency providing life insurance and mortgage protection products.
Requires an insurance license (or willingness to obtain), strong communication and interpersonal skills, self-motivation, basic CRM/computer skills, and ability to work independently in a remote sales environment.
Client Relationship Consultant 2 (Banker) – Santiam Hwy SE - Albany, OR
Albany, Oregon, United States
$20-$25/hrOnsiteFull Time
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
3+ YOEHigh school diploma, NMLS registration required, typically 3+ years retail banking experience, strong client relationship and communication skills, knowledge of banking products and digital channels.
Veterinary Receptionist / Client Service Representative
Eugene, Oregon, United States
$17-$21/hrOnsiteFull Time
Western Veterinary Partners: Provides operational and business support services to veterinary practices.
1+ YOE1+ year customer-service or front-desk experience; strong verbal/written communication, multi-line phone and scheduling skills, payment processing, organized and team-oriented.
Boone Insurance Associates: Independent agency providing health and life insurance solutions.
Ability to sell health and life insurance, obtain Health & Life license within 60 days, strong communication, accurate data entry, compliance with CMS/HIPAA, pass credit/drug/background screens.
Microsoft Teams, Microsoft Excel, Microsoft Word, Adobe, Microsoft Outlook, CRM, CMS
Canyon Creek Financial: Provides supplemental health and life insurance for businesses and families.
Conduct face-to-face B2B sales, consult and enroll clients in supplemental insurance, manage client relationships with CRM, local travel to client sites, commission-based compensation and licensing support.
Eugene or Springfield or Corvallis or Albany or Oakridge or Veneta or Florence or Roseburg or Sutherlin or Junction City or Mapleton or Sweet Home or Brownsville or Cottage Grove
$18-$22/hrFieldFull Time, Part Time
Caring for Others: Providing compassionate, family-focused in-home care for aging adults.
Must be 18+, valid driver's license and insured transportation, pass background check, able to visit multiple clients, physical ability to assist clients; caregiving/CNA/DSP/DSW or bilingual experience a plus.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Engage clients in the lobby, educate on self-service channels, process cash transactions, manage financial center traffic, and connect clients to financial solutions; must follow processes and regulations and be able to work weekends/extended hours.
Positive Behavior Support Corp.: Provides Applied Behavior Analysis therapy for individuals with autism.
High school diploma, reliable transportation, ability to engage clients and lift up to 50lbs; training to become an RBT available; ABA/childcare experience preferred.
RollinsNYSE: ROL: Provider of essential pest and wildlife control services.
Sales experience, high school diploma or equivalent, valid driver’s license, ability to obtain pesticide license, ability to work independently in client locations and meet physical job requirements.