HiringCafe
OregonRemote · Hybrid · Onsite · Field · All Environments
OregonRemote · Hybrid · Onsite · Field · All Environments
OregonRemote · Hybrid · Onsite · Field · All Environments
OregonRemote · Hybrid · Onsite · Field · All Environments
12 client operations specialist jobs at 8 companies in Oregon
2mo
Save
Mark Applied
Hide
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
2mo
Save
Mark Applied
Hide
Senior Client Services Specialist, Family Office
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 or operations experience in wealth management supporting HNW/UHNW clients; experience with RIA custodians (Charles Schwab), account administration, alternative investment operations, CRM/portfolio systems, and Microsoft Office; strong communication and organization.
Charles Schwab Advisor Center, CRM, Microsoft Office, Salentica Engage, Salesforce, Redtail, Microsoft Dynamics, Tamarac, Addepar, iCapital, CAIS, Canoe
1w
Save
Mark Applied
Hide
Sr. Onboarding Operations Specialist
Tempe or Oregon
FieldFull Time
2+ YOEHigh school diploma or equivalent required, related college degree preferred, and 2+ years of financial services or client onboarding experience. Requires MS Office proficiency, communication, organization, and attention to detail.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Advisor Complete, Laserfiche
1w
Save
Mark Applied
Hide
Sr. Onboarding Operations Specialist
Tempe or Oregon
FieldFull Time
2+ YOEHigh school diploma or equivalent required, related college degree preferred, and 2+ years of financial services or client onboarding experience. Requires strong communication, organization, detail orientation, and independent work skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Advisor Complete℠, Laserfiche
2mo
Save
Mark Applied
Hide
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
2mo
Save
Mark Applied
Hide
Senior Client Services Specialist, Family Office
Carlsbad 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 or operations experience in wealth management; experience with UHNW clients, RIA custodial workflows (Charles Schwab), account registrations, alternative investments, CRM/portfolio systems, and Microsoft Office.
Charles Schwab Advisor Center, Salentica Engage, Salesforce, Redtail, Microsoft Dynamics, Tamarac, Addepar, iCapital, CAIS, Canoe, Microsoft Office
4w
Save
Mark Applied
Hide
Cybersecurity Client Relationship & Sales Support Specialist
Albany or Arlington or Atlanta or Austin or Beaverton or Bentonville or Boston or Carmel or Charlotte or Chicago or Cincinnati or Cleveland or Columbus or Culver City or Denver or Des Moines or Detroit or Hartford or Houston or Irving or Kirkland or Miami or Milwaukee or Minneapolis or Morristown or Mountain View or Nashville or New York City or Oklahoma City or Overland Park or Philadelphia or Pittsburgh or Raleigh or Redmond or Sacramento or San Diego or San Francisco or Scottsdale or Seattle or St. Louis or St. Petersburg or Walnut Creek or United States
$54k-$155k/yr HybridFull Time
3+ YOERequires 3+ years each in sales, cybersecurity, and project management, strong communication and executive presence, and a bachelor's degree or equivalent work experience.
Customer Relationship Management (CRM), Quarterly Business Review (QBR)
1mo
Save
Mark Applied
Hide
SB Account Specialist- Client Direct
California or Colorado or Oregon or Seattle
$120k-$155k/yr OnsiteFull Time
4+ YOEBachelor's degree or equivalent and 4+ years in inside sales/business development/sales operations; CRM and Microsoft Office proficiency; strong phone, communication, research, and proposal skills; construction background preferred.
Client Relationship Management System (CRM), Microsoft Office
3w
Save
Mark Applied
Hide
IT Support Specialist
Portland, Oregon, United States
OnsiteFull Time
1+ YOEAssociate's degree in computer science or MIS, or equivalent experience; 1+ year supporting PCs, networks, and servers; Windows, Microsoft Office, systems operations, troubleshooting, and client service skills.
MicroStation, AutoCAD, ProjectWise, GIST, Windows 11, Microsoft 365, Windows 7, Windows 10, Windows 2003 Server, Windows 2008 Server, Windows 2012 Server, Microsoft Office
3w
Save
Mark Applied
Hide
IT Support Specialist
Portland, Oregon, United States
OnsiteFull Time
1+ YOEAssociate's degree in computer science or MIS, or equivalent experience; 1+ year technical support experience with PCs, networks, and servers; Windows, Microsoft Office, systems operations, troubleshooting, and client service skills.
MicroStation, AutoCAD, ProjectWise, GIS, Windows 11, Microsoft 365, Windows 7, Windows 10, Windows Server 2003, Windows Server 2008, Windows Server 2012, Microsoft Office
5d
Save
Mark Applied
Hide
Prescription Experience Specialist
Alabama or Arizona or Arkansas or California or Colorado or Connecticut or Delaware or Florida or Georgia or Hawaii or Idaho or Illinois or Indiana or Kansas or Louisiana or Maryland or Massachusetts or Michigan or Minnesota or Mississippi or Missouri or Nevada or New Hampshire or New Jersey or New York or North Carolina or Ohio or Oklahoma or Oregon or Pennsylvania or Rhode Island or South Carolina or Tennessee or Texas or Utah or Virginia or Washington or Wisconsin
RemoteFull Time
Client-facing experience, analytical problem-solving, operational rigor, healthcare background preferred, complex case management, prioritization, data comfort, and ability to learn software and resolve ambiguous problems.
1mo
Save
Mark Applied
Hide
Warmline Operator - Part Time Sunrise Shift
Oregon, United States
$21-$29/hr OnsitePart Time
Must identify as a person with lived experience, complete IPS core training, register as a Peer Support Specialist with Oregon Health Authority within 6 months, pass background and drug screen, and handle confidential client information.
Microsoft Word, Microsoft Excel, Microsoft Publisher