Client Specialist - Tigard

Join us in our commitment to worry-free care · Perform assessments with potential clients to understand their needs · Establish and nurture relationships with clients and their families · ...

As a Client Specialist at Baird, you’ll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. · ...

Registered Client Service Specialist · About Our Company · At Wealth Strategy Partners, we help our clients find peace of mind through a collaborative and comprehensive financial planning approach. We believe our client's financial goals, hopes, and priorities deserve individual ...

The Client Support Specialist plays a key role in ensuring accurate account balances for hospital clients by troubleshooting account issues, · reconciling financial data, · analyzing reports, · and responding to client inquiries.Servicing as direct support to hospital clients add ...

Addison Avenue Investment Services is seeking an experienced Client Services Specialist to support a well-established Certified Financial Planner (CFP) with a long-standing book of business. · Coordinate and oversee the client onboarding process · Fulfill client requests and reso ...

Your opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. · 1+ years of Client/Customer Service experience · ...

Seeking an experienced Client Services Specialist to support a well-established Certified Financial Planner (CFP) 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 manageme ...

+This is an award-winning and inclusive company culture that offers purposeful work and meaningful impact every day. As a Client Service Specialist, you will support the service and production team in reaching overall agency revenue and retention goals. · ...

Make a meaningful impact while working in a supportive and collaborative environment that values your well-being. · Serve as liaison between referring partners, contract partners, clients and staffProvides direct one-on-one and phone screening with clients · ...

Make a meaningful impact while working in a supportive and collaborative environment that values your well-being. Enjoy the benefits of a four-day workweek, ample quality time off, and a comprehensive benefits package. · ...

Evaluate and convert potential new clients over the telephone while establishing a human connection with each person. · ...

We are seeking a Client Services Specialist as an on-call role. This role conducts eligibility assessments for home-delivered clients in Multnomah, Washington, and Clark Counties. · ...

This job is with Marsh McLennan, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. · Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. · ...

Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. · Learn more about what makes us different and how you can thrive as a Client Service Specialist at McGriff, · ...

This position will work as a member of a multi-disciplinary team to deliver comprehensive, person-centered, integrated services. · The Client Access Specialist is considered a critical link between the patient and the care delivered by the clinical and service staff of our integr ...

Drive Impact. Shape Customer Success. Join Our High-Performing Team. · About The RoleWe are entering our busiest and most exciting seasonand we are looking for a proactive Client Implementation Specialist to help onboard new clients and reenroll existing ones. · If you thrive in ...

The Client Support Specialist is responsible for supporting hospital clients in working through specific patient or guarantor account issues to maintain accurate balances.In addition, the Client Support Specialist may be involved in report development and analytics related to cli ...

To be eligible for consideration of this role your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: Portland Vancouver Beaverton Tigard As a Client Support Specialist you will help us to increase cus ...

The Client Access Specialist is a critical link between patients and care delivered by clinical staff in an integrated services clinic. They welcome patients, provide information, schedule appointments, verify insurance coverage, collect payments, and maintain patient records. · ...

We help over 100,000 employers give their employees peace of mind by providing health insurance solutions.The Client Service Specialist supports the sales and client management staff by assisting with group enrollment and renewal processes. · ...