480 client experience jobs at 142 companies in Monmouth, OR
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Client Experience Director
Omaha or Anchorage or Phoenix or Folsom or Irvine or Los Angeles or Sacramento or San Francisco or Walnut Creek or Colorado Springs or Denver or Englewood or Washington or Jacksonville or Orlando or Tampa or Atlanta or Honolulu or Boise or Chicago or Louisville or Ann Arbor or Minneapolis or Kansas City or Billings or Missoula or Las Vegas or Reno or Lawrenceville or Newark or Albuquerque or New York City or White Plains or Charlotte or Raleigh or Cincinnati or Cleveland or Columbus or Portland or Salem or Philadelphia or Pittsburgh or Sioux Falls or Austin or Corpus Christi or Dallas or Houston or San Antonio or Vienna or Bellevue or Gillette or Seattle or San Diego or Lexington or Portland or Charleston or Des Moines or Spokane or Columbia or Nashville or Arlington or Baltimore or Mobile or Richmond or Tucson or Winston-Salem or Miami or Indianapolis or Pompton Lakes or Detroit or Fargo or Santa Fe or Oklahoma City or Norfolk or Madison or Little Rock or Charleston or Doral or Milwaukee or Overland Park
OnsiteFull Time
HDR: Global provider of engineering, architecture, environmental and construction services.
15+ YOE15+ years in A/E/C required, with strategic program leadership, executive communication, cross-functional influence, client relationship management, and qualitative and quantitative data analysis. Bachelor's degree strongly preferred.
Banfield Pet Hospital: Provider of comprehensive preventive veterinary care for pets.
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
2+ YOERequires two years as a Registered Client Associate, securities licensing or ability to obtain it, securities industry knowledge, technology proficiency, client service skills, attention to detail, and multitasking ability.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Thomson ONE, Envestnet, CRM, Money Guide Pro
National Veterinary Associates: Operates a network of veterinary hospitals and pet resorts.
Outgoing, detail-oriented team member able to handle multiple phone lines, scheduling, record keeping, medication filling, client interactions; prior veterinary experience preferred but not required.
Gradient: Provides safety and compliance solutions for the transportation industry.
2+ YOEHigh school diploma or some college, strong communication and Microsoft Office Suite skills, aptitude for new software, and 2+ years of client-facing support or account management experience.
Aldrich: Provides accounting, tax, wealth, and business advisory services.
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
New York or Chicago or Beaverton or Seattle or Kansas City or Tampa or Atlanta or Washington or Phoenix
$130k-$145k/yrRemoteFull Time
Epiq: Provides technology-enabled legal services and eDiscovery solutions.
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.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
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
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
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
AO Garcia Agency: Sells life and supplemental health insurance to working families.
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.
Closet Factory: Designs and installs custom residential storage and organization systems.
Strong organization, multitasking, and communication skills; experience with Microsoft Word and Excel; ability to prioritize tasks and maintain customer database; customer service experience preferred.
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
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.
Mariner Wealth Advisors: National wealth management firm providing comprehensive financial planning and advisory services.
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.
Banner BankNasdaq: BANR: Provides regional commercial banking and personal financial services.
High school diploma or GED and entry-level teller, banking, or goal-oriented sales experience required; strong communication, multitasking, banking knowledge, and ability to lift up to 25 pounds.
Banfield Pet Hospital: Providing comprehensive preventive veterinary care and pet health services.
1+ YOEOne year of related experience required; customer service preferred. High school diploma or equivalent preferred. Requires English fluency, computer skills, and ability to lift and move up to 50 pounds.
Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft Outlook, computer, keyboard
Banfield Pet Hospital: Provides preventive veterinary care and pet health services.
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.
Trucordia: Provides national commercial, personal, and employee benefits insurance solutions.
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.
VCA Animal Hospitals: Operates animal hospitals providing veterinary medicine and pet services.
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.