2w
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Client Executive - Private Client Services
Spokane or Oregon or Washington or Seattle
$125k-$150k/yr OnsiteFull Time
8+ YOEBachelor's degree or equivalent, eight+ years related experience, private client experience preferred, valid insurance license, proficient with Microsoft Office Suite, strong communication and problem-solving skills.
Microsoft Office Suite
1w
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Client Associate
Pendleton, Oregon, United States
OnsitePart Time
High school diploma or equivalent; strong Microsoft Word/Excel/Outlook skills; client-service orientation, attention to detail, ability to handle multiple priorities; opportunity to pursue SIE and Series 7/66 (or 63/65).
Microsoft Word, Microsoft Excel, Microsoft Outlook
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
3w
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Client Services Lead
Central Point, Oregon, United States
$23/hr OnsiteFull Time
Lead the client services team during shifts, manage client/patient flow and financial transactions, coordinate training and compliance, complete Radiation Use & Safety and Pharmacy/Cubex training, and lift up to 40 lbs while assisting with animal handling.
SmartFlow, EzyVet, PayJunction, Care Credit, Scratch Pay, Microsoft programs and applications
3mo
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Client Service Coordinator
Bend, Oregon, United States
$15-$20/hr OnsiteFull Time
1+ YOEManage client flow, multi-task, communicate effectively, provide client service, and assist with administrative and basic financial tasks.
Microsoft Word, Microsoft Excel, Microsoft Access, 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.
4d
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Client Relationship Manager, Client Services - Retirement
Pittsburgh or Baxter or Indianapolis or Las Vegas or Glendale or New York City or South Lyon or Cedar Rapids or Richmond or St. Louis or Greensboro or Lake Mary or Newton or Madison or Kansas City or Woodcliff Lake or Fargo or Dresher or Alabama or Alaska 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 Iowa or Kansas or Kentucky or Louisiana or Maine or Maryland or Massachusetts or Michigan or Minnesota or Mississippi or Missouri or Montana or Nebraska or Nevada or New Hampshire or New Jersey or New Mexico or New York or North Carolina or North Dakota or Ohio or Oklahoma or Oregon or Pennsylvania or Rhode Island or South Carolina or South Dakota or Tennessee or Texas or Utah or Vermont or Virginia or Washington or West Virginia or Wisconsin or Wyoming or Poland
RemoteFull Time
5+ YOEBachelor's or equivalent, 5+ years client relationship experience in financial services, 7+ years retirement services experience preferred; ASPPA/CEBS preferred; strong analytical, communication, and project management skills; ability to travel.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
3mo
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Client Experience Coordinator
Las Vegas or Remote or Remote or Remote or Remote or Remote or Remote or Remote
RemoteFull Time
Coordinate client experience during new business and underwriting; manage cases; strong communication; knowledge of life insurance processes.
Outlook, Word, Excel, Salesforce, Smart Office
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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Client Executive - Private Client Services
Oregon or Seattle or Washington or Spokane
$125k-$150k/yr OnsiteFull Time
8+ YOEBachelor's degree, 8+ years related experience, valid insurance license, proficiency in Microsoft Office Suite, strong communication and problem-solving skills.
Microsoft Office Suite
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.
3mo
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Client Experience Coordinator
California or Nevada or Oregon or Colorado or Utah or Nebraska or Washington or Arizona or New Mexico
RemoteFull Time
Coordinate client onboarding and underwriting; strong communication; knowledge of life insurance processes; proficiency with Outlook, Word, Excel; familiarity with Salesforce; HIPAA awareness.
Outlook, Word, Excel, Salesforce, Smart Office
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
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