Director of Client Services - Portland

· Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.  Through regular interactions with clients, individuals in this role build trusted relationships.  Leading wit ...

This is a Freelance hybrid role for a Client Services Coordinator located in Portland, · ResponsibilitiesMaintaining our office in Portland + all office vendors · Client requests · ...

Kennedy Jenks is seeking an experienced and collaborative Client Service Manager to join our growing team in Oregon. The Client Service Manager plays a vital role in developing client strategies, assembling client teams, and executing plans to deliver KJ's services efficiently. A ...

Vista Capital Partners is hiring an Client Service Associate to join their team of professionals. The position involves administering and coordinating activities related to serving clients in the financial services industry. · ...

Introduction · At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate. You'll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you t ...

We are seeking an experienced Client Services Associate to deliver exceptional service and experience for our impact-focused investment clients. · ...

M Financial Group is a community of leaders comprising the best and brightest minds in our industry. By combining individuals' expertise and skill, M Financial Group has become a powerful force committed to advancing the interests of our industry, communities, and clients for ove ...

At Veritext, we focus on the details – so legal teams can focus on the case. · About The Role · Our clients count on us to make the legal process seamless and efficient from scheduling court reporters and legal videographers to ensuring transcripts are delivered on time and flawl ...

++This team is seeking a Sales & Client Services professional who enjoys being the first point of connection and guiding projects from initial conversation to signed contract. · +Meet with prospective clients · Review incoming project opportunities · Introduce clients to the proc ...

+DoveLewis Veterinary Emergency and Specialty Hospital is hosting an in-person hiring event for full-time Client Service Representatives to join our Client Experience Team. Are you a quick thinker? A multi-tasking, problem-solving client service savant? If so, a role with DoveLew ...

+Job summary · The Director of Client Services is responsible for leading, developing, and continuously improving the Project Management function to ensure an exceptional client experience from job intake through final delivery. · +Lead, coach, and develop the Project Management ...

Job Description · If you're interested in starting a career in financial services, Coldstream has a fantastic opportunity to join one of our wealth management teams As a Client Service Associate on one of our growing teams, you will learn the Registered Investment Advisor industr ...

Contributes to the provision of basic bank deposit services while promoting a positive Riverview image through friendly and efficient processing of customer transactions while following bank policies and procedures. · High school diploma or general education degree (GED) · 1 year ...

We're looking for an experienced · Client Accounting Services Manager · to support and expand our growing Real Estate & Construction practice. In this role, you'll work directly with developers, contractors, project managers, and finance leaders to deliver high‑quality project‑ba ...

Job Description · If you're interested in starting a career in financial services, Coldstream has a fantastic opportunity to join one of our wealth management teams As a Client Service Associate on one of our growing teams, you will learn the Registered Investment Advisor industr ...

Vista Capital Partners · Vista Capital Partners was founded in 2001 as a new kind of wealth management firm—one that prioritizes evidence over ego and long-term happiness over short-term hype. We strive to help clients explore what's possible, then tailor a plan for the life they ...

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. · ...

We are looking for team members with vision, leadership, and that special can-do spirit. · Contributes to the provision of basic bank deposit services while promoting a positive Riverview image through friendly and efficient processing of customer transactions while following ban ...

M Financial Group is a community of leaders comprising the best and brightest minds in our industry. By combining individuals' expertise and skill, M Financial Group has become a powerful force committed to advancing the interests of our industry, communities, and clients for ove ...

We're looking for an experienced Client Accounting Services Manager to support and expand our growing Real Estate & Construction practice. In this role, you'll work directly with developers, contractors, project managers, and finance leaders to deliver high‑quality project‑based ...