153 client experience jobs at 78 companies in Tangent, OR
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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.
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
Client Relationship Consultant 2 (Banker) – Salem Safeway, OR
Salem, Oregon, United States
OnsiteFull Time
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
3+ YOEHigh school diploma or equivalent; 3–4 years retail banking experience preferred; NMLS registration required; strong client relationship, communication, and digital product skills.
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.
Willamette Valley BankOTC: ORBN: Provides community-focused retail and commercial banking services.
Provide customer service and basic account support; cash-handling preferred; high school diploma or equivalent required; reliable transportation for travel between branches; strong communication and problem-resolution skills.
Allen Agency: Independent agency providing life insurance and mortgage protection products.
Licensed (or willing to obtain) life and health insurance agent; strong communication, self-motivation, CRM and basic computer skills; ability to work independently in a remote sales role.
Associate Client Service Representative (Company Records)
Salem or Wilmington
OnsiteFull Time
CSC: Provides global business administration and compliance solutions.
Maintaining and updating company records database, processing requests from internal/external customers, researching state filings, reviewing error logs, navigating multiple databases, and providing exceptional phone-based customer service.
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
National Veterinary Associates: Operates a network of veterinary hospitals and pet resorts.
Providing excellent client service, greeting clients, answering phones, scheduling appointments, processing pets and payments, maintaining client records in business software, monitoring waiting area cleanliness; prior experience preferred but not required.
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.