17 client support manager jobs at 11 companies in Mount Vernon, WA
2w
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Site Manager
Lynden, Washington, United States
$28-$34/hr OnsiteFull Time
3+ YOESupervise site operations and staff, support clients with developmental disabilities, complete documentation, manage client finances, and meet training and certification requirements.
Microsoft Office, Quicken, Therap, Paycom
1mo
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Geomatics Project Manager – Business Development (Tampa, FL, Denver, CO, Oakland, CA, Bothell, WA) Hybrid/Remote in Denver, Colorado, United States
Denver or Tampa or Oakland or Bothell
$85k-$120k/yr HybridFull Time
5+ YOEBachelor's in geomatics/GIS/engineering or related, 5+ years geomatics/remote sensing/survey experience, project management and business development experience, proposal support and client engagement, valid driver's license.
2w
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Senior Analyst, Practice Management Application Support
Calgary or Langley
HybridFull Time
2+ YOEPost-secondary degree plus 2 years experience in business administration/finance; intermediate Microsoft Excel/Word/Outlook; experience with Dynamics 365 and ServiceNow is an asset; strong client service and communication skills.
Dynamics 365 Project Operations, Dynamics 365 Finance & Operations, ServiceNow, Microsoft Excel, Microsoft Word, Microsoft Outlook
3w
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Branch Office Administrator
Sequim, Washington, United States
$24-$26/hr OnsiteFull Time
Provides client service, account management, administrative support, scheduling, documentation, marketing coordination, and technology support for financial advisors.
MoneyGuide, Salesforce, Microsoft Office
1w
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Branch Office Administrator
Ferndale, Washington, United States
$26-$28/hr OnsiteFull Time
Provides client service, account management, administrative support, scheduling, documentation, marketing assistance, and technology support while learning financial services operations.
MoneyGuide, Salesforce, Microsoft Office
3d
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Branch Office Administrator - Friday Harbor, WA
Friday Harbor, Washington, United States
OnsiteFull Time
Provides client service, account management, administrative support, scheduling, marketing assistance, and technology support; requires analytical thinking, attention to detail, computer literacy, and collaboration.
MoneyGuide, Salesforce, Microsoft Office
2mo
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Relationship Manager - Lynnwood, WA
Lynnwood, Washington, United States
$48k-$91k/yr OnsiteFull Time
1+ YOEFINRA Series 7 & 66 licenses or ability to acquire Series 66; 1-3 years in financial services; planning and financial markets knowledge; strong client service; compliance orientation; CFP or degree helpful with tuition support.
FINRA licenses, CRM
3d
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Branch Office Administrator
Friday Harbor, Washington, United States
$24-$26/hr OnsiteFull Time
Provides client service, account management, administrative support, marketing coordination, and technology assistance while learning financial services operations.
MoneyGuide, Salesforce, Microsoft Office
1w
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Branch Office Administrator - Ferndale, WA
Ferndale, Washington, United States
OnsiteFull Time
Requires client service, account management, administrative support, computer literacy, communication, attention to detail, analytical thinking, adaptability, and teamwork. Six-month training is provided.
MoneyGuide, Salesforce, Microsoft Office
2w
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Administration Coordinator
Victoria or Langford
$40k-$50k/yr HybridFull Time
Coordinate administrative processes, prepare and proofread documents, maintain property records and databases, support property managers, and handle client communication; strong typing and MS Office skills required.
Microsoft Outlook, Microsoft Word, Microsoft Excel
3d
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Part Time Branch Office Administrator - Sequim, WA
Sequim, Washington, United States
OnsitePart Time
Requires client service, account management, administrative, operational, communication, analytical, and computer skills, with willingness to learn financial services and firm-provided technology.
MoneyGuide, Salesforce, Microsoft Office
2w
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Administrative Coordinator
Langley or Surrey
$50k-$60k/yr OnsiteFull Time
1+ YOEManage project planning, client communications, billing, permitting, data entry, quoting, and traffic plan coordination; strong computer and customer-service skills required.
Google Earth Pro, Microsoft Teams, Microsoft Word, Microsoft Excel
2w
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Branch Office Administrator - Shoreline, WA
Shoreline, Washington, United States
OnsiteFull Time
Provide administrative support to financial advisors, manage client accounts, use MoneyGuide/Salesforce/Microsoft Office, strong communication, attention to detail, and analytical skills.
MoneyGuide, Salesforce, Microsoft Office
1mo
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Program Assistant
Bellingham, Washington, United States
$20-$23/hr FieldFull Time
Provide nonclinical program support including scheduling, triaging calls, client de-escalation, recordkeeping, client budget management, basic accounting, and computer/MIS operation; valid Washington driver's license required; associate or bachelor's in human services preferred.
1mo
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ScotiaMcLeod Branch Operations Assistant - Victoria (265140)
Victoria, British Columbia, Canada
OnsiteFull Time
Provide branch operations and administrative support, manage client account activities, ensure compliance, strong customer service, organization, and communication skills; financial industry experience preferred.
1mo
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Intensive Case Management (ICM) Clinician
Victoria, British Columbia, Canada
$45-$56/hr FieldTemporary
2+ YOEBaccalaureate in a health discipline, 2+ years community experience supporting clients with substance use and mental health, harm reduction knowledge, valid BC driver, assessment and engagement skills, Windows computer competency.
Windows
4d
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Direct Care Supervisor (Skagit County)
Mount Vernon or Skagit County
$24-$25/hr HybridFull Time
2+ YOERequires related bachelor's degree or high school diploma/GED, two years supporting clients with developmental disabilities, First Aid and CPR, NAR within 30 days, Washington driver's license, auto insurance, and Microsoft Office skills.
Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft Teams, Microsoft Outlook, Therap
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