2w
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Client Experience Coordinator
Salem, Oregon, United States
$20-$24/hr OnsiteFull Time
2+ years customer-facing experience, strong writing and phone skills, detail-oriented, able to manage multiple projects, comfortable with web-based CRM/e-commerce tools; Spanish or Russian a plus.
1w
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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 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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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
1mo
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Client Services Specialist/Senior Client Services Specialist
Lake Oswego, Oregon, United States
$36-$46/hr HybridFull Time
3+ YOEMinimum 3 years in a similar financial services role; strong Microsoft Office skills; experience with RIA custodians and CRM; knowledge of investment advisory and wealth management; ability to manage account operations and client onboarding.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salentica Engage, Tamarac, Charles Schwab, CRM
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
2w
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Client Relationship Director
Tualatin or Portland
HybridFull Time
5+ YOE5+ years client/account management experience in benefits/TPA or related field; associate's degree in business preferred; knowledge of benefits administration, compliance, and CRM systems; leadership and negotiation skills.
Salesforce, Smartsheet, Microsoft Word, Microsoft Excel, Microsoft Outlook, PowerPoint
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
3w
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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
1w
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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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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
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
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
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
1w
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Client Service Associate
Tigard, Oregon, United States
$70k-$85k/yr OnsiteFull Time
High school diploma required; bachelor’s preferred. Financial services or internship experience. Strong MS Office and CRM (Salesforce/Redtail) skills; eMoney experience a plus. Excellent communication and organizational skills.
Microsoft Office, Salesforce, Redtail, eMoney
2w
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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 Coordinator
Tigard, Oregon, United States
$16-$21/hr OnsiteFull Time
1+ YOE1 year related experience required; customer service or medical background preferred. High school diploma preferred. Must be 18+ for radiography, comfortable with pets, computer literate, able to work evenings and weekends.
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
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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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.