1mo
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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
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
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.
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.
2mo
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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
1w
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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
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
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
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
3w
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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
1d
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Human Services Case Manager (Bilingual English/Vietnamese preferred)
Beaverton, Oregon, United States
$5k-$7k/mo HybridFull Time
0+ YOEBachelor's degree or equivalent experience; valid driver’s license; experience assessing needs, developing service plans, coordinating services, interviewing clients, and maintaining documentation; bilingual English/Vietnamese preferred.
1w
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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.
1mo
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Sales Transformation Consultant - Manager Financial Services
Chicago or Milwaukee or Dallas or Columbus or Cincinnati or New York or Cleveland or Oklahoma City or Austin or St. Petersburg or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Beaverton or Raleigh or Minneapolis or Mountain View or San Francisco or Denver or Boston or Philadelphia or Overland Park or Walnut Creek or Charlotte or Seattle or Carmel or Houston or Arlington or Atlanta or Bentonville or Detroit or Nashville or Los Angeles or San Diego
$54k-$206k/yr OnsiteFull Time
3+ YOE3+ years consulting experience delivering technology implementations and digital transformations; 2+ years leading Financial Services transformations; client-facing, project delivery, and junior resource management skills; travel required.
Salesforce CRM, CPQ, Salesforce, Microsoft, Pega, Oracle, Vlocity, Apttus, SAP
3w
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Professional Services Project/Program Mgmt
Westminster or Alpharetta or Portsmouth or Lake Oswego
$78k-$108k/yr OnsiteFull Time
3+ YOEBachelor's degree or equivalent experience with minimum 3 years project management, proficiency with PMBOK/Agile, experience managing software implementations and remote matrixed teams, strong client relationship and negotiation skills.
Smartsheet, Salesforce, Google Workspace, Trimble Construction One
1w
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Client HR Business Partner I - PEO - ONLY AZ, CO, WA, OR
Phoenix or Denver or Tempe or Seattle or Portland
$23-$37/hr HybridFull Time
1+ YOE1-3 years HR experience preferred; bachelor's degree preferred; experience in performance management, recruiting, compensation, benefits, client consulting, and HCM/PEO services.
ADP TotalSource PEO Services, Human Capital Management (HCM)
3w
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Advisory Director Client Relationship Executive - Outsourcing
Atlanta or Phoenix or Boston or Portland or Philadelphia or Pittsburgh or Southfield or San Diego or San Francisco or San Jose or Minneapolis or Columbia or Denver or Kansas City or St Louis or Austin or Dallas or Houston or Reno or Hartford or Salt Lake City or Charlotte or Arlington or Edison or Fort Lauderdale or Jacksonville or Orlando or Tampa or Melville or New York or Bellevue or Raleigh or Washington or Appleton or Milwaukee or Cincinnati or Cleveland or Wichita or Baltimore or Oklahoma City or Tulsa
$180k-$220k/yr OnsiteFull Time
10+ YOE10+ years sales experience with 5+ years selling professional services; proven new-business hunting, pipeline building, executive engagement, pricing/negotiation, and CRM discipline; bachelor’s required.
ServiceNow, CRM/OneView
2mo
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General Manager: Asbestos Abatement & Demolition Services
Salem, Oregon, United States
$6k-$7k/mo OnsiteFull Time
Leadership role overseeing operations, client relations, budgeting, safety compliance, and growth initiatives.
Microsoft Office
2mo
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Sr. Project Manager – Land Development
Lake Oswego, Oregon, United States
$139k-$182k/yr HybridFull Time
15+ YOE3+ MgmtBachelor’s or Master’s in Civil Engineering; PE license; 15+ years engineering; 3+ years leading a team; able to manage projects independently; strong client service and communications.
1mo
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Case Manager/QMHA, Enhanced Adult Mental Health Services #241
Milwaukie, Oregon, United States
$25-$33/hr FieldFull Time
3+ YOEValid QMHA credential through MHACBO, bachelor's degree in a related field or 3+ years' related experience, valid driver's license and insurance, proficiency with Microsoft Outlook/Word and electronic health record systems, ability to transport clients and complete documentation.
Microsoft Outlook, Microsoft Word, electronic health record system, scheduling system
2w
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Care Manager
Lincoln City, Oregon, United States
$55k-$70k/yr OnsiteFull Time
Coordinating care, scheduling and staffing, client communication, compliance and documentation, HIPAA adherence, conducting new-hire orientation, and using healthcare management systems.
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