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 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.
6d
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Commercial Lines Client Service Manager
Portland, Oregon, United States
$64k-$107k/yr RemoteFull Time
5+ YOEProperty & Casualty license required, Bachelor’s with 5+ years (or HS with 8+ years) client service experience, EPIC and Microsoft Office proficiency, CISR/CIC/CPCU preferred, strong communication and independent work skills.
EPIC, Microsoft Office
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 Service Associate 2
United States or Portland
$62k-$82k/yr RemoteFull Time
2+ YOE2+ years related experience, strong analytical and communication skills, proficiency with Microsoft PowerPoint/Excel/Word and databases, ability to manage time and client relationships.
Microsoft PowerPoint, Microsoft Excel, Microsoft Word
2w
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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
4w
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Veterinary Client Service Representative - Contingent
Vancouver, Washington, United States
$17-$25/hr OnsiteTemporary
MedVet: Provides emergency and specialty healthcare services for companion animals.
Front-desk customer service in a veterinary hospital: greeting clients, phone handling, data entry, managing medical records, processing payments; Microsoft Word/Excel competency and previous veterinary experience preferred.
Microsoft Word, Microsoft Excel
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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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
2w
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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
2mo
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Client Manager - Business Insurance
Spokane or Beaverton
$49k-$91k/yr OnsiteFull Time
Client service advocate with passion for exceptional service; smart, people-focused, team player; detail-oriented; eager to learn; adaptable; committed to core values of accountability, balance, excellence, integrity, respect and humanity.
2mo
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Senior Client Service Associate
Portland, Oregon, United States
$75k-$85k/yr HybridFull Time
3+ YOE3+ years client service in wealth management; FINRA Series 65 preferred; proficient in Microsoft Office; Salesforce/Sag Tamarac helpful; bachelor's degree preferred; strong communication and organizational skills.
Microsoft Office, Salesforce CRM, Tamarac portfolio accounting, Charles Schwab, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
1w
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Client Service Associate
Portland, Oregon, United States
$70k-$85k/yr HybridFull Time
2+ YOEBachelor's degree and 2+ years experience; strong communication, organizational and time-management skills; compliance adherence; CRM maintenance; knowledge of investment accounts and processing paperwork.
CRM
3w
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Event Services Client Account Manager
Portland, Oregon, United States
OnsiteFull Time
3+ YOE3+ MgmtManage day-to-day event operations, supervise event supervisors/staff, maintain client relationships, meet contractual requirements; requires HS diploma/equivalent and minimum 3 years event management/supervisory experience, Microsoft Office proficiency.
ABI, WinTeam, Microsoft Office
22h
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Client Service Account Manager - Healthcare Payments - Vice President
Monument or Kingman or Apple Valley or Orem or Brush Prairie or Arizona or California or Utah or Washington
$91k-$171k/yr RemoteFull Time
5+ YOE5+ years revenue-generating experience and 5+ years in healthcare/health-tech/merchant services; strong relationship-building, analytical, presentation, and problem-solving skills; travel ~25%; bachelor’s preferred; knowledge of healthcare payment and patient accounting systems.
InstaMed, EHR
1w
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Client Services Manager - Security
Portland, Oregon, United States
$89k/yr FieldFull Time
1+ YOE1+ MgmtAuthorized to work in the US, valid driver's license, pass extensive screening, college degree or equivalent, minimum 1 year management experience (3 preferred), experience overseeing multiple sites, leadership skills.
3w
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Event Services Client Account Manager
Portland, Oregon, United States
OnsiteFull Time
3+ YOE3+ MgmtHigh school diploma, minimum 3 years event management/operations or supervisory experience, staff management skills, Microsoft Office proficiency, ability to work nights/evenings/holidays, and familiarity with scheduling/billing tools.
ABI, WinTeam, Microsoft Office
1mo
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Director of Client Services
Portland, Oregon, United States
OnsiteFull Time
10+ YOE10+ years in project management, client services, or operations leadership; proven team leadership; experience with MIS/ERP and iQuote/Monarch/Antera/Veracore/Propago; strong communication and business acumen.
MIS, ERP, iQuote, Monarch, Antera, Veracore, Propago
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
1w
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Client Access Operations Manager
Portland, Oregon, United States
$75k-$106k/yr OnsiteFull Time
5+ YOE3+ MgmtHigh school diploma, 5+ years medical scheduling/EMR experience with 3+ years supervisory experience; Epic and Centricity familiarity preferred; CHAM preferred; must pass drug screen, TB test, and background check.
Epic, Centricity, Ultipro, Microsoft Word, Microsoft Excel, Microsoft Outlook
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