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
1mo
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Senior Director Client Services
Alabama or Michigan or Louisiana or Nebraska or Missouri or Wisconsin or Ortigas or South Carolina or Delaware or Kentucky or Tennessee or Illinois or Virginia or Georgia or Minnesota or Iowa or Oregon or Washington or Mississippi or North Carolina or Wyoming or Arkansas or Indiana or Pennsylvania or Oklahoma or Utah or Texas or Rhode Island or Nevada or Colorado or Arizona or South Dakota or Idaho or Florida or Maryland or West Virginia or Ohio or New Mexico or New Hampshire or Kansas or Connecticut or California or Massachusetts or New Jersey or New York
RemoteFull Time
5+ YOE3+ Mgmt5+ years client services experience with 3+ years at Director level, BPO/outsourcing background, experience managing high-profile/regulatory accounts, financial and operational acumen, people leadership, and ability to travel as needed.
Microsoft Excel, Microsoft PowerPoint
1w
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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
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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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Director of Client Services
Portland, Oregon, United States
OnsiteFull Time
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.
MIS, ERP, iQuote, Monarch, Antera, Veracore, Propago
3w
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Client Services Manager - Security
Portland, Oregon, United States
$89k/yr FieldFull Time
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.
1mo
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Vice President of Client Services
San Antonio or Manhattan or Hauppauge or Boston or Pompano Beach or Texas or Florida or Massachusetts or New York or Colorado or Connecticut or Iowa or Illinois or Maine or Maryland or Minnesota or North Carolina or New Jersey or Oregon or Pennsylvania or Rhode Island or South Carolina or Virginia or Wisconsin
HybridFull Time
10+ YOE5+ Mgmt10+ years in client services or marketing in data/advertising, 5+ years leading client-facing teams, strong martech and data-driven marketing knowledge, executive communication and leadership skills, bachelor's degree preferred.
OMNA Identity Graph, CDP
3w
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Client Executive - Private Client Services
Spokane or Oregon or Washington or Seattle
$125k-$150k/yr OnsiteFull Time
8+ YOEBachelor's degree or equivalent, eight+ years related experience, private client experience preferred, valid insurance license, proficient with Microsoft Office Suite, strong communication and problem-solving skills.
Microsoft Office Suite
1mo
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Client Accounting Services - Manager
Bend or Eugene
OnsiteFull Time
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
3w
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Client Executive - Private Client Services
Oregon or Seattle or Washington or Spokane
$125k-$150k/yr OnsiteFull Time
8+ YOEBachelor's degree, 8+ years related experience, valid insurance license, proficiency in Microsoft Office Suite, strong communication and problem-solving skills.
Microsoft Office Suite
3w
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Client Service Coordinator
Portland, Oregon, United States
$16-$21/hr OnsiteFull Time
Providing exceptional client service, scheduling, reception/administrative tasks, cash/financial transactions, client education, and strong communication and multitasking skills.
3w
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Regional Client Partnership Specialist, Educational Services - Portland
Portland, Oregon, United States
$60k-$80k/yr FieldFull Time
1+ YOEBachelor's or equivalent industry experience; direct Educational Services & Therapy staffing sales experience; metrics-driven with 1+ year top-producer track record; strong client relationship, communication, and strategic skills.
HubSpot, LotusOne
2w
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Client Associate
Pendleton, Oregon, United States
OnsitePart Time
High school diploma or equivalent; strong Microsoft Word/Excel/Outlook skills; client-service orientation, attention to detail, ability to handle multiple priorities; opportunity to pursue SIE and Series 7/66 (or 63/65).
Microsoft Word, Microsoft Excel, Microsoft Outlook
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.
1d
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Event Services Client Account Manager
Portland, Oregon, United States
OnsiteFull Time
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.
Microsoft Office, ABI, WinTeam
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
3w
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Seeking Client Care Superstar
Portland, Oregon, United States
$20-$25/hr OnsiteFull Time
Veterinary or client-service experience preferred; strong communication, organization, scheduling, payment processing, and customer-focus in a fast-paced clinic.
3w
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Client Relationship Executive – Cyber Managed Services
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/yr OnsiteFull Time
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.
1w
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Client Access Specialist
Hillsboro, Oregon, United States
$24/hr OnsiteFull Time
Front-desk intake and scheduling experience in healthcare or high-volume customer service; EHR and Microsoft Excel proficiency; ability to protect client privacy and handle sensitive information.
EHR, 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
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