1mo
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
1w
Save
Mark Applied
Hide
Work From Home - Client Services Associate
Tigard, Oregon, United States
RemoteFull Time
Work-from-home client services role requiring strong communication, interpersonal skills, ability to work independently and ethically, and a desire to help families.
Zoom
1mo
Save
Mark Applied
Hide
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
1w
Save
Mark Applied
Hide
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
2mo
Save
Mark Applied
Hide
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.
1mo
Save
Mark Applied
Hide
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
1mo
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
1mo
Save
Mark Applied
Hide
Client Service / Reception
Tualatin, Oregon, United States
OnsiteFull Time
Strong organization, multitasking, and communication skills; experience with Microsoft Word and Excel; ability to prioritize tasks and maintain customer database; customer service experience preferred.
Microsoft Word, Microsoft Excel
1mo
Save
Mark Applied
Hide
Client Service Coordinator
Tigard, Oregon, United States
$16-$21/hr OnsiteFull Time
1+ YOE1 year related experience required; customer service or medical background preferred. High school diploma preferred. Must be 18+ for radiography, comfortable with pets, computer literate, able to work evenings and weekends.
2mo
Save
Mark Applied
Hide
Associate Commercial Lines Client Service Manager
Forest Grove, Oregon, United States
$53k-$80k/yr RemoteFull Time
1+ YOEBachelor's degree with 1+ years client service management experience OR HS/GED with 3+ years client service management experience. Property & Casualty license. Proficiency in EPIC and MS Office. Strong relationship building and adaptability.
EPIC, Microsoft Office
1mo
Save
Mark Applied
Hide
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.
1w
Save
Mark Applied
Hide
Client Service Associate
Tigard, Oregon, United States
$70k-$85k/yr OnsiteFull Time
High school diploma required; bachelor’s preferred. Financial services or internship experience. Strong MS Office and CRM (Salesforce/Redtail) skills; eMoney experience a plus. Excellent communication and organizational skills.
Microsoft Office, Salesforce, Redtail, eMoney
1w
Save
Mark Applied
Hide
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.
1w
Save
Mark Applied
Hide
Client Service Specialist - Float (48325)
Silverton, Oregon, United States
FieldPart Time
Provide customer service and basic account support; cash-handling preferred; high school diploma or equivalent required; reliable transportation for travel between branches; strong communication and problem-resolution skills.
4d
Save
Mark Applied
Hide
NPW Client Support Agent II
Hillsboro, Oregon, United States
$20/hr OnsiteFull Time
Previous customer service experience required; automotive experience and catalog systems preferred. Proficiency with Windows applications, strong communication, multitasking, and problem-solving; ability to lift up to 50 lbs.
Windows
1mo
Save
Mark Applied
Hide
Client Relationship Executive - Commercial
Bellevue or San Francisco or San Jose or Portland
$190k-$300k/yr HybridFull Time
10+ YOE10+ years in business development or complex solution selling in professional services; proven executive relationship building, commercial acumen, and pursuit leadership. Bachelor’s required; MBA preferred. Travel up to ~10%.
1w
Save
Mark Applied
Hide
Client Access Specialist ON CALL
Multnomah County or Hillsboro
$24/hr OnsitePart Time
On-call front-desk intake role requiring healthcare or high-volume customer service experience, EHR and Microsoft Excel proficiency, OR background check clearance, strong communication, and ability to lift up to 15 lbs.
Electronic Health Record (EHR), Microsoft Excel
1mo
Save
Mark Applied
Hide
Associate Client Service Representative (Company Records)
Salem or Wilmington
OnsiteFull Time
Maintaining and updating company records database, processing requests from internal/external customers, researching state filings, reviewing error logs, navigating multiple databases, and providing exceptional phone-based customer service.