15 client services manager jobs at 12 companies in Creswell, OR

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Client Accounting Services - Manager
Bend or Eugene
OnsiteFull Time
Jones & Roth
Jones & Roth: Provides professional accounting, tax, and business advisory services.
Full-cycle accounting including payroll and month-end close; strong QuickBooks Online skills; experience with Syft or similar; KPI/dashboard development; budgeting, cash flow, forecasting; process improvement; staff supervision.
QuickBooks Online, Syft
1mo
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Client Manager - Personal Insurance
Corvallis or Beaverton or Bend or Madras or Medford or Newport
OnsiteFull Time
Marsh McLennan Agency
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.
1w
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Client Relationship Manager
Eugene, Oregon, United States
$65k-$70k/yr OnsiteFull Time
Eton Advisors
Eton Advisors: Independent multi-family office providing wealth and investment management services.
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
2w
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Support Services Specialist for the Homeless
Eugene, Oregon, United States
$22/hr FieldFull Time
Equus Workforce Solutions
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.
Microsoft Office
3w
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Tax Deployment Manager
Portland or Fresno or Spokane or Medford or Eugene or Seattle or Phoenix
$84k-$135k/yr HybridFull Time
Baker Tilly
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.
Microsoft Excel
1d
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Client Accounting & Advisory Services (CAAS) Staff Accountant
Eugene, Oregon, United States
$51k-$65k/yr OnsiteFull Time
Isler CPA
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.
QuickBooks Online, ADP Run, ADP Workforce Now, Copilot, Claude, GASB
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Care Manager
Eugene, Oregon, United States
$55k-$65k/yr OnsiteFull Time
Caring for Others
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.
11h
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Community Association Manager
Eugene, Oregon, United States
HybridPart Time
Associa
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
2mo
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Relationship Banker
Corvallis, Oregon, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
Engage clients, educate on self-service banking, manage cash transactions, build client relationships and identify financial solutions; strong communication, critical thinking, and customer-focus.
1w
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Branch Office Administrator
Eugene, Oregon, United States
$23-$24/hr OnsiteFull Time
Edward Jones
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.
MoneyGuide, Salesforce, Microsoft Office
2mo
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Relationship Banker
Corvallis, Oregon, United States
OnsiteFull Time
Bank of America
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.
ATM, Online Banking, Mobile Banking
2mo
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Branch Office Administrator - Eugene, OR
Eugene, Oregon, United States
OnsiteFull Time
Edward Jones
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).
MoneyGuide, Salesforce, Microsoft Office
3w
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Independent Living Program Provider
Albany, Oregon, United States
$21-$30/hr FieldFull Time
Options Counseling and Family Services
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.
1mo
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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 America
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.
2mo
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K-12 Senior Food Service Director (7699)
Albany, Oregon, United States
$85k-$90k/yr OnsiteFull Time
Genuine Foods
Genuine Foods: Provides on-site food service management and prepared meals to institutions.
5+ YOE5+ years progressive K-12 multi-unit foodservice leadership; compliance with Oregon DOE; strong leadership, budget, client relations, and MS Office skills.
Microsoft Office