39 client services specialist jobs at 30 companies in Cornelius, OR
2mo
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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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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
1w
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Client Support Specialist
United States or San Francisco or New York City or Los Angeles or Boston or Seattle or Washington or San Diego or Chicago or Austin or Dallas or Portland or Denver or Philadelphia or Baltimore or Sacramento or Minneapolis or Miami or Atlanta or Phoenix or Orlando or Las Vegas or Salt Lake City or Madison or Birmingham or San Antonio or Spokane or Toronto
$18-$28/hr RemoteFull Time
2+ YOE2+ years in client or customer support; strong communication, organization, accuracy, troubleshooting, flexibility, process improvement, and familiarity with customer support tools.
LiveChat, HubSpot
3w
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Client Relations Specialist
Clackamas, Oregon, United States
$25/hr OnsiteFull Time
2+ YOEHigh school diploma or some college, strong communication and Microsoft Office Suite skills, aptitude for new software, and 2+ years of client-facing support or account management experience.
Microsoft Office Suite
2d
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Client Success Specialist
Aromas or California or New York City or Chicago or Portland
$24/hr HybridFull Time
1+ YOERequires 1+ year of customer service experience, strong written and verbal communication, high-volume phone and email skills, strong computer skills, tile and installation knowledge or willingness to learn, and AI experience.
Salesforce.com, Asana, Front
4w
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Client Experience Specialist I
Portland, Oregon, United States
$16-$18/yr HybridFull Time
1+ YOE1+ year call center or customer service experience, strong communication, conflict resolution, MS Word/Excel and CRM proficiency, ability to meet service level targets and multitask.
Microsoft Word, Microsoft Excel, CRM
1w
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Client Relationship Specialist - Portland, OR (Lake Oswego)
Lake Oswego or Portland
$56k-$76k/yr OnsiteFull Time
1+ YOERequires at least one year of client-facing or customer service experience, strong attention to detail, active listening, collaboration, adaptability, coachability, and task prioritization.
1mo
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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.
4w
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Investor Services Specialist
Portland, Oregon, United States
$52k-$62k/yr HybridFull Time
Bachelor's degree, client-oriented office experience, proficiency with Microsoft Excel and Outlook, detail-oriented, strong communication and ability to manage priorities and deadlines.
Microsoft Excel, Microsoft Outlook
1mo
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Client Support Specialist - Greater Portland, OR Area (REMOTE)
Portland or Vancouver or Beaverton or Tigard
RemoteFull Time
2+ YOESeries 7 required, Series 63 required or obtainable within 90 days, and 2–3 years of financial services experience. Requires financial planning knowledge, client support, problem resolution, communication, and organization skills.
1mo
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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
3w
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On-Call Client Access Specialist II
Portland or Portland or Portland or Portland
$22-$29/hr OnsitePart Time
1+ YOEHigh school diploma/GED, 1 year medical office or high-volume public contact experience plus insurance/referrals experience, CPR certification, EHR/EMR experience, strong communication and customer-service skills.
Microsoft Excel, Microsoft Word, Electronic Health Records, EMR, EHR
2d
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Global Credit Ops- Trade Finance Services Specialist II
Lake Oswego, Oregon, United States
OnsiteFull Time
1+ YOERequires 1+ year of financial services experience, client servicing experience, strong written and oral communication, Microsoft Suite proficiency, analytical skills, and ability to work independently and collaboratively.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
2d
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Global Credit Ops- Trade Finance Services Specialist II
Lake Oswego, Oregon, United States
OnsiteFull Time
1+ YOERequires at least 1 year of financial services experience, client servicing experience, strong written and oral communication, Microsoft Suite proficiency, analytical skills, and knowledge of trade finance documentation preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
2mo
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Security Specialist
Tigard or Portland
$21/hr OnsiteFull Time
High school diploma or GED, state Guard Certification and client-required certifications, professional demeanor, interpersonal skills, and compliance with uniform/grooming standards.
2mo
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Billing Specialist
Atlanta or Princeton or Austin or Pittsburgh or Los Angeles or London or Harrisburg or Boston or Berwyn or Houston or New Orleans or Detroit or Philadelphia or Portland or Dallas or Charlotte or New York or Washington, D.C. or Cincinnati or San Francisco or Stamford or San Diego or Providence or Hartford or Orange County or Richmond or Virginia Beach or Wilmington or Chicago or Miami or Raleigh or Rochester or West Palm Beach
$50k-$85k/yr HybridFull Time
3+ YOE3+ years law firm billing experience; proficient with Microsoft Word and Excel; experience with Aderant/CMS preferred; bachelor\u0002s degree or equivalent; strong written and oral communication and client service skills.
Microsoft Word, Microsoft Excel, Aderant/CMS
1mo
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Fleet Service Specialist
Portland, Oregon, United States
$59k-$70k/yr FieldFull Time
2+ YOE2+ years field service or installation experience, mechanical/electrical troubleshooting skills, ability to follow SOPs, work independently, and travel extensively across client sites.
3w
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Market Development Specialist
Irvine or Los Angeles or Palo Alto or Portland or San Francisco or Seattle
$85k-$127k/yr HybridFull Time
3+ YOEBachelor's in marketing/communications and 3+ years in professional services; excellent written/verbal communication, project management, event coordination, and client development skills.
2w
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IT Support Specialist
Portland, Oregon, United States
OnsiteFull Time
1+ YOEAssociate's degree in computer science or MIS, or equivalent experience; 1+ year supporting PCs, networks, and servers; Windows, Microsoft Office, systems operations, troubleshooting, and client service skills.
MicroStation, AutoCAD, ProjectWise, GIST, Windows 11, Microsoft 365, Windows 7, Windows 10, Windows 2003 Server, Windows 2008 Server, Windows 2012 Server, Microsoft Office
1d
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Block Advisors Accounting Specialist
Banks, Oregon, United States
OnsiteFull Time
High school diploma, bookkeeping and accounting knowledge, Microsoft Office experience, bookkeeping and payroll certifications or ability to obtain them, client service skills, and detail-oriented analytical ability.
Microsoft Word, Microsoft Excel, OpenOffice
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