221 client manager jobs at 82 companies in Independence, OR
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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
1mo
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Client Manager - Personal Insurance
Corvallis or Beaverton or Bend or Madras or Medford or Newport
OnsiteFull Time
Deliver client service for personal insurance: handle service requests, manage renewals and marketing, negotiate with carriers, maintain account data, and identify up-sell opportunities.
2mo
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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.
3w
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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
2w
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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 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
2d
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Client Relations Specialist
Clackamas, Oregon, United States
$25/hr OnsiteFull Time
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.
Microsoft Office Suite
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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
2mo
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Bonneville Power Administration (BPA) Client Team Leader
Portland or Bend or Corvallis or Salem or Bellevue or Everett or Olympia or Tacoma or Woodinville
$156k-$250k/yr HybridFull Time
15+ YOEBachelor’s in Civil or Electrical Engineering (or related), PE license, 15+ years in power delivery/utility consulting, strong leadership and client relationship skills.
1mo
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Client Strategy & Delivery Leader | Retail & Commerce Media
Chicago or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or New York or Cleveland or Oklahoma City or Austin or Albany or St. Petersburg or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale or San Francisco or Morristown or Denver or Boston or Philadelphia or Des Moines or Overland Park or Los Angeles or Charlotte or Walnut Creek or Carmel or Seattle or Houston or Arlington or Atlanta or Redmond or Bentonville or Beaverton or Nashville or Detroit or San Diego
$113k-$338k/yr OnsiteFull Time
10+ YOE5+ Mgmt10+ years in retail media/digital/ad tech/commerce (incl. 4+ years client-facing BD/account leadership), 5+ years leading complex multi-workstream engagements, consultative selling, C-suite presentation, RMN/platform knowledge.
Criteo, Epsilon, Kevel, CitrusAd, Microsoft PromoteIQ
1mo
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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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Part-Time Client Service Associate
Lake Oswego or Portland
OnsitePart Time
High school diploma required (college preferred). Detail-oriented, advanced Microsoft Office skills, client service experience, calendar/travel/expense management, and willingness to obtain Series 7/66 or Series 63/65 licenses.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
1mo
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Senior Client Services Specialist, Family Office
Lake Oswego or California or Oregon or Washington or Idaho or Utah or Colorado or Missouri or Tennessee or Texas
$75k-$105k/yr HybridFull Time
5+ YOE5+ years client service/operations experience in wealth management supporting high-net-worth clients; Charles Schwab custodial experience; knowledge of account registrations, investment products, alternative investment operations, CRM/portfolio systems; Microsoft Office proficiency; strong communication and organization.
Microsoft Office, Salentica Engage, Salesforce, Redtail, Microsoft Dynamics, Tamarac, Addepar, iCapital, CAIS, Canoe, Charles Schwab Advisor Center
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
3w
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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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Wealth Management Client Associate
Lake Oswego, Oregon, United States
OnsiteFull Time
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
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.
2mo
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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
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Client Account Rep. I
Sherwood, Oregon, United States
OnsiteFull Time
0+ YOEHigh school diploma, 0–1 years administrative/office experience, AR/AP and general ledger familiarity, ERP experience preferred, strong attention to detail, time management, and customer service skills; ability to lift 30 lbs.
ERP
2w
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J.P. Morgan Wealth Management – Private Client Advisor – Albany, NY
Albany or Albany or Albany
$64k/yr OnsiteFull Time
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.
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