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.
3w
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Client Advisor- Portland
Portland, Oregon, United States
$19-$25/hr OnsiteFull Time
3+ YOE3+ years retail or client-facing experience; proven commercial results; proficiency with POS, client tracking systems, and Microsoft Outlook; ability to work flexible hours including nights, weekends, and holidays; authorization to work in the US.
Point of Sales (POS), client tracking systems, Microsoft Outlook
2w
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Client Service Coordinator
Portland, Oregon, United States
$16-$21/hr OnsiteFull Time
Providing exceptional client service, scheduling, reception/administrative tasks, cash/financial transactions, client education, and strong communication and multitasking skills.
1mo
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Client Advisor - Marine
Portland, Oregon, United States
HybridFull Time
7+ YOE7+ years industry experience focused on Marine (Hull, Liabilities, P&I, Builders Risk); P&C license or ability to obtain; Bachelor's degree preferred; client-facing advisory and renewal strategy skills.
2w
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Client Manager - Contaminated Sediment
Green Bay or Portland or Seattle or Chicago or New York or Oregon or Washington or California
HybridFull Time
10+ YOEBachelor's in engineering/environmental science/geology,10+ years consulting experience with contaminated sediment projects, client-facing project management and proposal development experience.
2w
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Digital Experience Client Advisor
Minneapolis or Gresham or Cincinnati or Brookfield
$86k-$105k/yr HybridFull Time
4+ YOEBachelor's degree or equivalent experience; 4–7 years client management experience; strong relationship building, account/project management, presentation, and problem-solving skills.
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
5d
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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 Associate-1 (PNW)
Portland, Oregon, United States
$53k-$56k/yr OnsiteFull Time
0+ YOEProvide operational and administrative support for employee benefits clients including enrollments, billing, eligibility updates, documentation, and system tasks; <1 year relevant experience; must obtain Life & Health license; readiness to learn.
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
1w
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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
1d
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Client Consultant
Troutdale, Oregon, United States
$76k-$88k/yr FieldFull Time
Valid driver's license and reliable transportation, clean background check, active or willing-to-obtain health and life license, bachelor’s degree or equivalent experience, strong people and time-management skills.
CRM
2w
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Client Onboarding Specialist
Vancouver, Washington, United States
$25-$29/hr HybridFull Time
2+ YOE2+ years client-facing experience in software/SaaS preferred; strong project management, training, communication skills; proficiency in Microsoft Excel and Google Workspace; ability to manage multiple implementations and travel occasionally.
Microsoft Excel, Google Workspace, LOU
1mo
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Employee Benefits Client Consultant
Portland, Oregon, United States
HybridFull Time
2+ YOE2+ years employee benefits experience; must obtain life & health insurance license within 3 months; business Spanish preferred; proficient with Microsoft Office 365 (Word, Excel); strong client service, confidentiality, and acceptable motor vehicle record.
Microsoft Windows, Microsoft Office 365, Microsoft Word, Microsoft Excel, Benefit Account Management (BAM)
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.