177 client services manager jobs at 89 companies in Keizer, OR
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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/yrRemoteFull Time
Epiq: Provides technology-enabled legal services and eDiscovery solutions.
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.
GardaWorld: Provides physical security, cash management, and integrated risk services.
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.
Aldrich: Provides accounting, tax, wealth, and business advisory services.
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
Premier Press: Creative production providing printing and branded merchandise.
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.
Allied Universal: Provides security personnel, technology, and facility management services.
3+ YOEHigh school diploma or equivalent, minimum 3 years event management/supervisory experience, ability to work nights/evenings/holidays, experience hiring/developing staff, highly proficient in Microsoft Office, licensing as required by state.
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.
VCA Animal Hospitals: Operates animal hospitals providing veterinary medicine and pet services.
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.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
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.
Banfield Pet Hospital: Provider of comprehensive preventive veterinary care for pets.
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
Sanctuary Wealth: Provides an integrated platform for independent wealth management advisors.
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
Central City Concern: Provides integrated housing, healthcare, and employment services in Portland.
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
Public Consulting Group: Provides management consulting and technology solutions to government agencies.
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
VeraLogics: IT services firm specializing in managed SAP and cloud solutions.
Proven experience leading SAP support or managed services teams, hands-on SAP troubleshooting/configuration, familiarity with SAP modules and hosting, experience with FreshService/ServiceNow, ITIL/service delivery knowledge, and strong communication and client-management skills.
San Francisco or Raleigh or Charlotte or Chicago or Jacksonville or Cincinnati or Columbia or Kansas City or Dallas or Los Angeles or Boston or San Jose or Seattle or Tampa or Atlanta or Austin or Washington or Miami or Denver or Detroit or Nashville or Buffalo or Florham Park or New York or Orlando or Philadelphia or Pittsburgh or Hartford or Portland or Houston
$123k-$424k/yrOnsiteFull Time
PwC: Providing audit, tax, and management consulting services to businesses.
8+ YOEBachelor's degree, at least 8 years in the cyber industry with proven demand generation and sales success, executive relationship-building, strategic go-to-market and sales planning experience.
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
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
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
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
Coldstream Wealth Management: Provides financial planning and investment management for affluent clients.
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