Tax Manager - Client Services JobotTax Manager - Client ServicesSalem, OR$85,000–$135,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Rooted in a people-first, relationship-driven culture, we focus on delivering thoughtful, reliable guidance that helps clients plan, grow, and navigate financial complexity.
Retail Customer Service Associate FedExRetail Customer Service AssociateBend, OregonPart timeThe Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. POSITION SUMMARY: The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.
Mental Health Associate - Family Support Specialist Lane County GovernmentMental Health Associate - Family Support SpecialistMental Health Building, ORAt least one year of work experience working directly with mentally or emotionally disturbed clients, and a combination of education, training and/or work experience in a behavioral sciences field that totals two additional years, plus the required competencies. A combination of at least three year's relevant work, education, training or experience, AND have the competencies necessary to a) communicate effectively, b) understand mental health assessment treatment and service terminology and to apply the concepts, and c) provide psychosocial skills development and to implement interventions prescribed on a treatment plan within their scope of practice, is qualifying.
Mental Health Associate - NOC Lane County GovernmentMental Health Associate - NOCMental Health Building, ORLane County Behavioral Health is looking for a dynamic Qualified Mental Health Associates to join our team as a mobile crisis service responder for our new Mobile Crisis Service of Lane County program (MCS-LC) which was created to better serve individuals in behavioral health crisis across our county. A combination of at least three year's relevant work, education, training or experience, AND have the competencies necessary to a) communicate effectively, b) understand mental health assessment treatment and service terminology and to apply the concepts, and c) provide psychosocial skills development and to implement interventions prescribed on a treatment plan within their scope of practice, is qualifying.
Mid-Level Litigation Associate JobotMid-Level Litigation AssociatePortland, OR$193,000–$245,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We have a coaching and mentoring program, and our new lawyer integration program provides new lawyers with the resources and information necessary to succeed after they join the firm.
Associate Attorney JobotAssociate AttorneyPortland, OR$160,000–$225,000 / yearPrevious experience should include managing up to 20 cases at once, taking and defending depositions, appearance in court, motion, and discovery drafting; mediation and trial experience a huge plus; experience mentoring junior Associates a huge plus. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewAssociate Veterinarian - East and West Ridge Animal Hospitals (Klamath Falls, OR) East and West Ridge Animal HospitalAssociate Veterinarian - East and West Ridge Animal Hospitals (Klamath Falls, OR)Klamath Falls, ORWhat Makes Us Different Two established sister hospitals serving the Klamath Falls community Full-service veterinary practices Small animal, pocket pet, and exotics medicine Flexible scheduling options Strong mentorship and professional development opportunities Collaborative, supportive team culture Opportunity to grow personal interests in: Surgery Dentistry Ultrasound Internal medicine Exotics Urgent care And more. Required Doctor of Veterinary Medicine (DVM) or VMD degree from an AVMA-accredited college of veterinary medicine, or equivalent certification for international graduates Successful completion of the North American Veterinary Licensing Examination (NAVLE) Active Oregon veterinary license in good standing, or ability to obtain licensure prior to start date.
Associate Attorney--Family Law--($120k-$180k) JobotAssociate Attorney--Family Law--($120k-$180k)Lake Oswego, OR$115,000–$180,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We are a well-established boutique law firm based in the Pacific Northwest, with a strong reputation for delivering high-quality legal services across multiple practice areas, including Family Law.
NewWarehouse Supervisor Capstone Logistics LLCWarehouse SupervisorMyrtle Creek, ORIntermediate PC skills with knowledge of Excel, Word, Outlook, and PowerPoint Excellent aptitude in estimating rates and adding and subtracting mentally while constantly multi-tasking. About the Company: Capstone is a North American supply chain solutions partner with more than 650 operating locations, 19,000 associates, and 60,000 carriers.
Tax Manager - Partnerships & S-Corps (Remote) JobotTax Manager - Partnerships & S-Corps (Remote)Portland, ORRemote$130,000–$150,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our full-time managers are anticipated to clock 2300 total hours annually, with 1375 hours billable—translating to a target of 50-55 hours per week during busy periods.
NewTax Manager JobotTax ManagerPortland, OR$110,000–$135,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. As a Tax Manager, you will lead and coordinate tax engagements from planning through completion, ensuring high-quality deliverables and exceptional client service.
Client Services Associate Project Manager Epiq Class Action & Claims SolutionsClient Services Associate Project ManagerBeaverton, OregonRemoteHandle review platform (DMX or Relativity) specific items including but not limited to User requests, database management (archiving/deletion), creation of layouts/views/fields/choices/highlighting, creation and execution of STRs, creation and management of batch sets, reporting. The Associate Project Manager will serve to assist senior Client Services peers through effective project management coordination and execution, as part of the Client Services Global Resourcing Team of individuals serving North America clients from other geographies.
Client Services Associate TransPerfect IncClient Services AssociateORIn this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects run smoothly from start to finish. Initiate all project related work by providing detailed budget, schedule and instructions to the project team and by anticipating pitfalls or potential roadblocks to successful completion.
Work From Home - Client Services Associate Global Elite Empire ConsultantsWork From Home - Client Services AssociateBend, OregonAll interviews will be conducted via Zoom video conferencing (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership.
Client Services Associate Project Manager 1300 Epiq Class Action & Claims Solutions, Inc.Client Services Associate Project ManagerBeaverton, ORFull timeHandle review platform (DMX or Relativity) specific items including but not limited to User requests, database management (archiving/deletion), creation of layouts/views/fields/choices/highlighting, creation and execution of STRs, creation and management of batch sets, reporting . The Associate Project Manager will serve to assist senior Client Services peers through effective project management coordination and execution, as part of the Client Services Global Resourcing Team of individuals serving North America clients from other geographies.
Client Service Associate Non Registered Stifel Financial CorpClient Service Associate Non RegisteredSalem, ORThe Client Services Associate (NR) assists one or more Financial Advisor(s) (FA)(s) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Work From Home - Client Services Associate AO Garcia AgencyWork From Home - Client Services AssociateHillsboro, OregonGlobal Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. 4. Help Others: Use your skills and expertise to assist families in securing their financial futures, providing them with the support and guidance they need to navigate life’s uncertainties with confidence.
Senior Associate - Client Accounting Services SorrenSenior Associate - Client Accounting ServicesMedford, OregonSorren CPAs P.C. is a licensed independent CPA firm that provides attest services to its clients, and Sorren, Inc. and its subsidiary entities provide tax and business consulting services to their clients. All team members are expected to excel in Relationships, Communication, Quality Service, Operational Excellence, and Innovation & Growth, contributing to the firm’s success through collaboration, exceptional service, and continuous growth.
Client Accounting & Advisory Services (CAAS) Associate Isler CPAClient Accounting & Advisory Services (CAAS) AssociateEugene, ORFull timeWe are seeking a detail-oriented and motivated Client Accounting and Advisory Services (CAAS) Associate for Isler CPA's growing, fast-paced CAAS department. Perform daily accounting tasks such as accounts payable, accounts receivable, general ledger entries, and bank reconciliations.
NewAssociate Commercial Lines Client Service Manager GallagherAssociate Commercial Lines Client Service ManagerForest Grove, OregonRemoteFull timeThe actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. Overview : At Gallagher, we’re looking for a Property and Casualty licensed Associate Commercial Lines Client Service Manager to join our team supporting Small Business clients.
Client Service Associate Cerity PartnersClient Service AssociatePortland, OregonThe Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account openings, processing paperwork, scheduling client meetings, and preparing basic reports.
Registered Client Service Associate Morgan StanleyRegistered Client Service AssociateLake Oswego, OROur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Identify and bring awareness to opportunities for Firm services and solutions that support clients' needs including secure, digital offerings within Morgan Stanley Online and Morgan Stanley Mobile such as remote deposit capture features and electronic payment capabilities.
Part-Time Client Service Associate Morgan StanleyPart-Time Client Service AssociateLake Oswego, OROur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit).
Senior Private Client Services Manager GallagherSenior Private Client Services ManagerLake Oswego, OregonFull timeThe actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. As a Private Client Service Manager at Gallagher, you’ll be the trusted advisor for High Net Worth individuals, managing their personal insurance programs and ensuring their unique needs are met with precision and care.
Associate Client Service Representative (Company Records) CSC GroupAssociate Client Service Representative (Company Records)Salem, ORThis role is critical to the organization as we maintain the data and records of our customers that allow them to flourish, meet the compliance needs of our customers and retain their business for the long term by delivering exceptional customer satisfaction. You will be working closely with all areas of th,e business including but not limited to the Strategic Account Management team and Entity Portfolio Specialist teams, Operations, Sales and Finance.
Tax Delivery Manager, Global Employer Services - Individual Client Services Deloitte Touche Tohmatsu LtdTax Delivery Manager, Global Employer Services - Individual Client ServicesOR$105,375–$215,375 / yearAt Deloitte Tax LLP, our Global Employer Services tax professionals assist our international clients in managing employer and individual income tax obligations for their mobile employees working abroad and inbound which includes but not limited to reviewing and signing income tax returns and reviewing cost projections. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Client Service Manager VCA IncClient Service ManagerORThe ideal Client Service Manager candidate will exhibit an unwavering passion for, and the ability to consistently demonstrate excellence in, world-class service techniques and people leadership; possessing an ability to recognize, harness and develop individual talents from within, fostering a culture of ownership, trust, respect, enthusiasm and pride to be part of VCA NWVS. Under policy direction from the Hospital Administrator and Medical Director, as well as regional leadership, the Client Service Manager's duties include managing daily staffing/scheduling, professional development and training, performance recognition and accountability, mentorship and guidance, all to further our passion for delivering excellence in the service our clients receive.
NewCommercial Litigation Associate Attorney Aligned Talent AcquisitionCommercial Litigation Associate AttorneyPortland, OregonThis opportunity is ideal for an attorney interested in representing businesses, financial institutions, and other clients in sophisticated commercial disputes in state and federal courts. • Experience handling complex business disputes, contract litigation, shareholder disputes, financial services litigation, or other sophisticated commercial litigation matters.
Client Services Coordinator Parkwood Clinic, LLCClient Services CoordinatorPortland, OR$18–$20 / hourThe Client Services Coordinator works closely with our clients and families to ensure they have access to the care they need, and supports our Billing and Clinical Teams functions. * All candidates who have received a written offer of employment will be required to undergo testing and pass a drug screen for commonly abused controlled substances (including marijuana), and consent to a background check.
Client Solution Advisor - Treasury Management Commercial Card Services The PNC Financial Services Group IncClient Solution Advisor - Treasury Management Commercial Card ServicesORRemote$52,500–$87,500 / yearWithin PNC''s Commercial Card Services department in Treasury Management, you will enjoy a high-level of customer contact with a dedicated portfolio of commercial card clients via email and phone filled with both routine and unexpected challenges in a remote environment. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Client Services Specialist First Tech Federal Credit UnionClient Services SpecialistHillsboro, OR$96,000–$102,000 / yearAddison Avenue Investment Services, the investment division of First Tech Federal Credit Union, is seeking an experienced Client Services Specialist to support a well‑established Financial Advisor Team with a long‑standing, high‑quality book of business. This role is ideal for a detail‑oriented, client‑focused professional who thrives in a fast‑paced wealth management environment and wants to play a meaningful role in delivering an exceptional client experience within a growing, well‑respected investment program.
Office Services Associate GBTSOffice Services AssociatePortland, Oregon$20–$26 / hourThis role will uphold clients' values and will work closely with the Client Service Manager to ensure the office operates efficiently and in excellence daily while consistently. The Office Services Associate position will be a highly visible point of contact to our internal and external guests in the office and will provide a warm and welcoming office experience.
Financial Services Tax - Real Estate Senior Associate PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior AssociateOR$77,000–$214,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.
Client Services Project Manager Epiq Class Action & Claims SolutionsClient Services Project ManagerBeaverton, New YorkRemoteThe first two years of this position are expected to be spent working within the administration of a single, large antitrust matter, performing a wide range of administrative tasks which rely heavily on querying large databases and subsequent data analysis. A critical component of the job is to manage and resolve difficult client situations, including the application of critical thinking to solve existing problems and think a few steps ahead to anticipate and prevent probable issues before they arise.
Mental Health Associate - Residential and Support Services - Health and Human Services Marion CountyMental Health Associate - Residential and Support Services - Health and Human ServicesSalem, OR$26.82–$35.91 / hourWorking knowledge of the general concepts of mental health (including common symptoms for major behavioral health conditions) and chemical dependency as well as community resources; de-escalation, crisis intervention, and engagement strategies; strengths-based resiliency and recovery models; definitions of basic- and community-living skills; measurable goals/outcomes of mental health recovery, substance use disorders recovery, and co-occurring disorders recovery; evidence-based strategies for skills training and improving overall health; daily living activities that promote health and wellness. font; distinguishes shades; hears a whispered level of speech; heat, cold, humidity, varying climate/weather depending on the season, but the house is a temperature controlled environment; dust is frequently due to housekeeping expectations; smoke is rare, but the residents do smoke cigarettes outside of the home and often the smell lingers in their clothing; wet areas may occur due to housekeeping expectations; use of household cleaners and chemicals (e.g.
NewClient Experience Associate PNC BankClient Experience AssociateHillsboro, FloridaAccuracy and Attention to Detail, Banking Products, Digital Awareness, Effective Communications, Fraud Detection and Prevention, Managing Multiple Priorities, Matrix Management, Problem Solving, Understanding Customer Needs Work Experience . Supports proactive sales conversations through internal and outbound interactions with a defined sales process including, service to sales, teller interactions, and effective lobby engagement, ultimately elevating client loyalty.
Mail Services Associate CBRE Group IncMail Services AssociatePortland, OROur collaborative culture is built on our shared values - respect, integrity, service and excellence - and we value the diverse perspectives, backgrounds and skillsets of our people. When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive.
Associate Advisor / Associate Financial Planner - High-Net-Worth Clients Talent Search PROAssociate Advisor / Associate Financial Planner - High-Net-Worth ClientsBend, OregonA licensed financial services professional who enjoys supporting advisors, building client relationships, participating in investment management activities, and growing toward a long-term career in wealth management. This role is ideal for an early-career wealth management professional who enjoys client interaction, financial analysis, and helping high-net-worth individuals achieve their financial goals.
Event Services Client Account Manager Allied UniversalEvent Services Client Account ManagerPortland, ORAccount managers also build, improve, and maintain relationships with clients and employees, develop and retain staff, and coordinate needed support services and solve problems to effectively run the account and event operations. Capably utilize ABI and WinTeam for scheduling and billing, and to produce reports (such as Scheduling Activity, invoice Aging by tiers, Training Summary and Training Detail reports) that require interpretation and action for effective business management.
8862 - QMHA II Crisis - Mobile Crisis Associate (Health & Human Services) JACKSON, COUNTY OR8862 - QMHA II Crisis - Mobile Crisis Associate (Health & Human Services)Medford, OR$15–$27 / hourAbility to assess status of individuals and families for needs and services; provide case management and care coordination; provide support and guidance to clients and family members; identify risk or danger and respond professionally, independently, and responsibly in all situations, including crisis, emergency, or dangerous situations; understand and provide trauma informed and client-centered care and contribute to a trauma informed workplace/environment; work independently and participate as an active member of a cohesive work group; prioritize high volumes of work and multi-task situations well; write concise, timely, and accurate progress notes and reports; maintain timely records with accuracy and confidentiality; exercise initiative, tact and good judgment in dealing with community partners, other providers, community members, and clients and families from various backgrounds; establish and maintain cooperative working relationships with those contacted in the course of work; understand and carry out detailed instructions of a technical and professional nature; communicate effectively, both orally and in writing; operate office equipment; learn and successfully use a variety of office and healthcare information systems; and, read and understand relevant reference manuals, and equipment manuals, etc. Holidays - Regular full-time employees receive ten paid holidays annually (prorated for regular part-time employees), New Year's Day, Martin Luther King, Jr's Birthday, President's Day, Memorial Day, Juneteenth, Independence Day, Labor Day, Veteran's Day, Thanksgiving Day, and Christmas Day.
Services Associate, Risk & Compliance (Tracking & Trading/Broker Data Import Program) Deloitte Touche Tohmatsu LtdServices Associate, Risk & Compliance (Tracking & Trading/Broker Data Import Program)Portland, OR$51,900–$95,500 / yearThe Independence & Conflicts Network (ICN) team performs a critical consultative, quality-assurance and risk management function for the Deloitte US Firms, helping the organization remain unbiased and free from conflicts-of-interest, in fact and appearance, when providing service to attest/audit clients. As a Services Associate, Risk & Compliance (Tracking & Trading/Broker Data Import Program) on the Independence & Conflicts Network team, you will: Work closely with outside brokerage firms and Deloitte professionals to support brokerage account compliance activities.
Client Associate D.A. Davidson & Co.Client AssociateORPrimary Qualifications: Eager to advance and grow in the Financial Services Industry ‒ Opportunity to complete the Securities Industry Essentials (SIE) and FINRA General Securities Representative (Series 7) Exam and Uniform Securities State Law Exam (Series 66 [or Series 63/65]). Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our Hood River, OR branch.
Client Service Representative VCA IncClient Service RepresentativePortland, ORAnswering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control). The CSR is the pivot around which the hospital operates and is responsible for: • Customer service functions, including: • Greeting visitors • Answering telephones • Guiding clients and their pets to exam rooms.
Senior Tax Manager - Private Client Services Aprio Technologies, Inc.Senior Tax Manager - Private Client ServicesPortland, ORAprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Senior Tax Manager - Private Client Services to join their dynamic team.
Specialized Tax Services - Research & Development Tax - Senior Associate PricewaterhouseCoopers LLPSpecialized Tax Services - Research & Development Tax - Senior AssociatePortland, OR$77,000–$214,000 / yearAs a Specialized Tax Services - Research & Development Tax - Senior Associate, you will focus on providing tax advice and solutions to clients in complex and niche areas of taxation, such as accounting methods, fixed-assets, and research and development tax credits. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Centralized Client Associate U.S. BancorpCentralized Client AssociatePortland, OR$22.50–$30 / hourIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Key responsibilities include overseeing daily operations, coordinating with team members to ensure project milestones are met, and maintaining accurate documentation for all activities.
Client Services Project Manager 1300 Epiq Class Action & Claims Solutions, Inc.Client Services Project ManagerBeaverton, ORRemoteFull timeProgram Manager or Client Services Director; Ensures client and project requirements are being met with the highest quality and accuracy through verification and communicating routinely with both the client and internal partners; Consistently delivers proactive communication with clients and when client issues arises addresses those issues or expeditiously escalates to the Sr. Serves as the primary liaison with key internal and external client representatives with the goal of owning the service delivery relationship; Drives overall satisfaction through effective coordination and communication of client deliverables; Effectively executes project forecasts and work schedules implemented by the Sr.
Wealth Management Client Associate U.S. BankWealth Management Client AssociateOregon City, OregonPerforms administrative support duties to assist Financial Advisors such as: making and tracking appointments, preparing investment proposals/reviews/routine correspondence, organizing paper flow in adherence to the firm’s record-keeping requirements, maintaining client files and supplies, answering phones, opening and disseminating mail. Assists in business development at the direction of the Financial Advisors such as: meeting with existing or new prospects, contacting existing client base to review current relationship, planning and coordinating marketing campaigns/business development seminars and meeting with internal departments to discuss joint business initiatives.
NewCommercial Lines Client Service Manager GallagherCommercial Lines Client Service ManagerPortland, OregonRemoteFull timeThe actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. How you'll make an impact : You’ll play a key role in supporting and leading efforts to deliver high-quality solutions to our clients.
Client Service Coordinator Banfield Pet HospitalClient Service CoordinatorHillsboro, OR$16.16–$20.66 / hourThe Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families. Educate clients about Optimum Wellness Plans, preventative care, pet health needs and hospital services Assist incoming clients by completing the required documentation, entering all pet information and history in the computer, utilizing proper collars and tags for identification, and ensuring prompt service.