16 client service manager jobs at 13 companies in Veneta, OR
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Client Service Representative
Springfield, Oregon, United States
OnsiteFull Time
Mars Veterinary Health: Global provider of preventive, specialty, and emergency veterinary care.
Experienced customer service professional who can greet clients, schedule appointments, process payments, recommend pet products and services, manage medical records, and maintain hospital cleanliness.
Corvallis or Beaverton or Bend or Madras or Medford or Newport
OnsiteFull Time
Marsh McLennan AgencyNYSE: MMC: Provides insurance brokerage and risk management to mid-sized organizations.
Deliver client service for personal insurance: handle service requests, manage renewals and marketing, negotiate with carriers, maintain account data, and identify up-sell opportunities.
Bachelor's degree in finance, accounting, business, economics, or related field; financial and wealth management knowledge; strong communication, organization, analytical, and client relationship skills; Microsoft Office proficiency.
Microsoft Office Suite, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM software
Portland or Fresno or Spokane or Medford or Eugene or Seattle or Phoenix
$84k-$135k/yrHybridFull Time
Baker Tilly: Provides audit, tax, and consulting services to business clients.
5+ YOEBachelor's degree or equivalent experience; 5+ years related resource or staffing experience preferred; proficiency with Microsoft Excel; strong communication, organization, and client service skills; PMP or RMCP preferred.
Caring for Others: Providing compassionate, family-focused in-home care for aging adults.
Experience in home care or care coordination preferred; strong organization, communication, HIPAA compliance, technology proficiency, and ability to conduct client assessments and develop service plans.
Associa: Provides management and maintenance services for homeowners associations.
1+ YOEPreferred bachelor's degree and 1–3 years of community association or equivalent experience. Requires customer service, communication, conflict resolution, Microsoft Office, prioritization, and client-site commuting abilities.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Outlook
Client Accounting & Advisory Services (CAAS) Staff Accountant
Eugene, Oregon, United States
$51k-$65k/yrOnsiteFull Time
Isler CPA: A public accounting firm providing client accounting, advisory, payroll, and tax services.
1+ YOEAssociate's degree or higher in accounting, 1+ year of accounting experience using QuickBooks Online, payroll and tax compliance familiarity, strong communication, organization, and time management skills.
Equus Workforce Solutions: Provides workforce development and vocational training services.
Coordinates and manages individualized client services, documents intake/progress/discharge, conducts case conferences, requires crisis management, computer and communication skills, and reliable transportation.
Edward Jones: Provides personalized financial advice and wealth management services.
Provides client service, account management, administrative support, scheduling, marketing coordination, documentation, and technology support in partnership with financial advisors.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Engage clients in the lobby, educate on self-service channels, process cash transactions, manage financial center traffic, and connect clients to financial solutions; must follow processes and regulations and be able to work weekends/extended hours.
Edward Jones: Offers investment management and financial planning through local branches.
Provide client service and administrative support to financial advisors; manage account openings and transactions; strong attention to detail, analytical thinking, adaptability, conversational skills, and computer literacy (MoneyGuide, Salesforce, Microsoft Office).
Options Counseling and Family Services: Provides mental health counseling and family preservation services.
2+ YOEMinimum 2 years case management/life-skills experience with high-risk youth, valid driver\u0000\u0000s license, reliable insured vehicle, background/fingerprint check, respectful attitude, ability to travel and transport clients.
Financial Solutions Advisor Registration Candidate- Williamette Valley Market
Bend or Wilsonville or Corvallis or Portland or Oregon City or West Linn or Salem or Gresham or Clackamas or Eugene
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOEObtain SIE, Series 7 and Series 66 within required timeframes; SAFE Act registration for mortgage origination; HS diploma; ~1 year financial services or sales experience preferred; strong client relationship and time-management skills.