5 customer onboarding specialist jobs at 4 companies in Gresham, 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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Specialist Apparel
Lake Oswego, Oregon, United States
OnsiteFull Time
1+ YOEHigh school diploma,1+ year retail or customer-facing experience preferred, merchandising and sales skills, onboarding/training ability, strong communication and customer service.
1mo
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Specialist Apparel
Salem, Oregon, United States
OnsiteFull Time
1+ YOEHigh school diploma or equivalent, minimum 1 year retail or customer-facing experience preferred; product and merchandising expertise, sales ability, training/onboarding support, adherence to loss prevention and safety policies.
3d
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Intake Specialist (Remote)
Spokane or Seattle or Portland or Washington or Oregon
$25-$30/hr RemoteFull Time
2+ YOERequires 2+ years in sales, customer success, account management, or client onboarding and 1+ year in a fast-paced office; Spanish fluency and an associate degree are preferred.
lead management software
3d
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Intake Specialist (Remote)
Seattle or Portland or Spokane or Washington or Oregon
$25-$30/hr RemotePart Time
2+ YOERequires 2+ years in sales, customer success, account management, or client onboarding; 1+ year in a fast-paced office; Spanish preferred; associate degree or higher preferred.
lead management software