2w
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Senior Client Manager
Lake Oswego, Oregon, United States
HybridFull Time
5+ YOEBachelor's + 5+ years client service/claims experience (or HS/GED + 10+ years). 1+ year supervisory experience. Appropriate licensing as required. Strong communication, financial acumen, and client relationship skills.
5d
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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
2w
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Client Manager - Business Insurance
Corvallis, Oregon, United States
OnsiteFull Time
Deliver exceptional client service, manage commercial accounts, negotiate policies, perform coverage analysis, maintain accurate records, and pursue up-sell/cross-sell opportunities.
1mo
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Client Service Manager
Clackamas, Oregon, United States
OnsiteFull Time
Experience managing client service teams, staffing/scheduling, training and development, financial and records management, office and event planning, strong verbal and written communication.
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
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
3w
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Client Manager - Group Benefits
Tigard, Oregon, United States
$80k-$120k/yr HybridFull Time
3+ YOE3+ years insurance account management (3–5 preferred), active life & health insurance license, B2B client relationship management, underwriting knowledge, Salesforce proficiency, strong communication and negotiation skills.
Salesforce
1mo
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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
6d
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Client Access Specialist
Hillsboro, Oregon, United States
$24/hr OnsiteFull Time
Front-desk intake and scheduling experience in healthcare or high-volume customer service; EHR and Microsoft Excel proficiency; ability to protect client privacy and handle sensitive information.
EHR, Microsoft Excel
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
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
3mo
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Private Client Advisor
Salem, Oregon, United States
OnsiteFull Time
Experience advising mass affluent clients; achieve sales goals; FINRA SIE, S7; S66/S63/S65; Life/Variable/Health licenses required; CFP preferred; bachelor's degree preferred; high school diploma required.
3w
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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
6d
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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
2w
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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
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
4w
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Registered Client Service Associate
Lake Oswego, Oregon, United States
OnsiteFull Time
High school diploma required (college preferred). Must hold Series 7 and Series 66 or Series 63 and 65; strong Microsoft Office skills, attention to detail, and client service orientation.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
4w
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Registered Client Service Associate
Lake Oswego, Oregon, United States
OnsiteFull Time
Requires active securities registration (Series 7 and Series 66 or Series 63 and Series 65), high school diploma (college preferred), strong Microsoft Office skills, attention to detail, and client service experience.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
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.