Jobs
>
Eugene

    Client Service Manager- Finance - Eugene, United States - McKenzie Recruiting

    McKenzie Recruiting
    McKenzie Recruiting Eugene, United States

    5 days ago

    Default job background
    Description

    Job Title:
    Client Service ManagerLocation: Eugene,

    Oregon Position Schedule:

    Full-TimeCompensation: Competitive wage based on experienceOverview:We are a Fee Only Wealth Management firm looking to add an experienced professional to our team.

    As a Client Service Manager, you are the face of the office.

    You will be the person clients reach when they call in as well as the person they will first see when they walk in the office.

    Your primary role is to ensure exceptional service delivery to clients, maintain strong relationships, and address their needs effectively.

    You will act as a liaison between clients and internal teams, overseeing client accounts and striving to enhance overall satisfaction and retention.


    Key Responsibilities:
    Support financial advisors and management team with servicing existing and new clients.

    Build and nurture strong relationships with existing and new clients, serving as their primary point of contact for inquiries, and service requests.

    Oversee client documentation, ensuring accurate and up-to-date information.
    Coordinate with internal teams and financial advisors to address client needs promptly and efficiently.
    Ability to communicate with clients through various channels, such as emails, phone calls, and meetings.
    Address client concerns and issues promptly, working collaboratively with the financial advisor to find effective solutions.
    Escalate issues when necessary and follow through to ensure resolution.
    Facilitate the onboarding process for new clients, ensuring a smooth transition and understanding of services.
    Collaborate with management to explore growth opportunities within existing client relationships.
    Generate and deliver regular reports on account status, performance, and key metrics to management.


    Qualifications:
    Track record of successful office administration preferred.
    Experience of 1+ years in the trust, brokerage, finance, investment, accounting, or related fields are a plus.
    Accuracy, attention to detail and the ability to adapt to new technology.
    Excellent PC knowledge and ability to operate database and relationship management systems.
    Candidate must be organized and efficient, possess strong listening skills, attention to detail and accuracy and execute directions precisely.

    Ability to manage multiple priorities in a deadline driven environmentThe candidate should be a self-starter and have the ability to maintain a high level of confidentiality.

    The ability to build relationships and relate well to people is crucial.
    Strong verbal and written communication skills a must.
    Customer-focused with a commitment to delivering exceptional service.
    Problem-solving and conflict resolution skills.
    Proficient in using CRM software and financial management tools a plus.
    Attention to detail and organizational skills.
    Bachelor's degree is preferred but not a requirement.
    Current Notary preferred, or willingness to obtain at company expense.


    Benefits:

    Healthcare401kPaid LeaveOther:
    Must have a clean criminal record. Fingerprinting and background check will be required.
    Prior employment record and references will be verified.
    Work involves some travel to attend meetings, training, and so forth.
  • Omega Dynamics

    District Manager Real Estate Financing

    1 week ago

    Omega Dynamics Eugene, United States

    We are looking for you We are searching for field sales representatives for our sales area at LBS NordWest. Are you already a successful financing specialist and looking for a new career opportunity? Then you are in the right place with us. · Your benefits - you can count on them ...

  • Apex Ventures

    Finance Manager in Startup for Renewable Energy

    5 days ago

    Apex Ventures Lane, United States

    About Arteus Energy GmbH: · We are a dynamic and fast-growing company in the field of renewable energy with the belief that there is an abundance of energy in our environment. We make this energy usable - and we are excited to have your active support in this endeavor. · Since ou ...

  • Swickard Auto Group

    Finance Manager

    2 days ago

    Swickard Auto Group Eugene, United States

    We are fueled by our goal to be #1 in sales and service in the communities we serve while redefining the car buying experience and delivering personalized service to our guests. We believe in empowering our employees to delight our customers, by fostering an entrepreneurial and c ...

  • Fall Creek Farm & Nursery

    US Finance Manager

    1 day ago

    Fall Creek Farm & Nursery Eugene, OR, United States

    As we build a world with better blueberries at Fall Creek Farm & Nursery we are looking for a US Finance Manager to lead the regional finance function reporting to General Manager (GM) to support the strategic objectives, processes, and financial systems that ensures control and ...

  • Mobility International USA

    Senior Finance Manager

    5 days ago

    Mobility International USA Eugene, United States

    MIUSA seeks a full-time Senior Finance Manager with excellent knowledge and experience in all full-cycle accounting functions, including budget management, implementation of internal controls, and ensuring compliance with government regulations. · Application Instructions · App ...

  • McKenzie Recruiting

    Client Service Manager- Finance

    2 days ago

    McKenzie Recruiting Eugene, United States

    Job Title: Client Service Manager · Location: Eugene, Oregon · Position Schedule: Full-Time · Compensation: Competitive wage based on experience · Overview:We are a Fee Only Wealth Management firm looking to add an experienced professional to our team. · As a Client Service ...

  • Infinity Systems

    Accountant (male/female/diverse)

    2 weeks ago

    Infinity Systems Eugene, OR, United States Freelance

    Our core business is the distribution of oleochemical products in Europe, parts of the Middle East and North Africa, as well as Latin America. As a member of the Musim Mas Group, we have a wide range of plant-based fatty acids, fatty alcohols, glycerin, esters, and surfactants in ...

  • Phoenix Technologies

    Part-time Business Administration Degree

    6 days ago

    Phoenix Technologies Lane, United States Part time

    For Annika, sustainability is a true philosophy of life, with a special focus on the social dimension. At NWB, sustainability is embedded in the company's DNA - and doesn't end with the solar panels on the roof. · NWB is one of the most successful family-owned companies for speci ...

  • Skyline Solutions

    Financial Accounting

    5 days ago

    Skyline Solutions Vickery, United States

    About Volt · Volt is the first pan-European party. At its core is the belief that only a united Europe can tackle the challenges of our time. We are active throughout Europe and advocate for a united and federal Europe at all levels. We are already shaping new policies for a new ...

  • Phoenix Technologies

    Employee Accounting

    6 days ago

    Phoenix Technologies Coburg, United States

    About BW PARTNER: · Our company combines the expertise and competence of over 60 years of comprehensive support in the areas of auditing, tax consulting, business administration, and corporate finance. · The challenges of the future require foresight and clarity of goals. Especia ...

  • Infinity Systems

    Financial Accountant Family Office

    2 weeks ago

    Infinity Systems Creswell, OR, United States Freelance

    **Treuenfels is the premier destination for professionals and executives in the field of finance and controlling. If you are looking for a career change, come to us. We align your professional aspirations with the requirements of potential employers and project clients, paving th ...

  • University of Oregon

    Director, Central Business Services Office

    1 week ago

    University of Oregon Eugene, United States

    · Director, Central Business Services Office · Job no: 533682 · Work type: Officer of Administration · Location: Eugene, OR · Categories: Accounting/Finance, Architecture/Art/Design, Education, Executive/Management/Director, Human Resources, Journalism/Communication · Department ...

  • SonicWALL

    Senior Manager, Global Payroll

    1 week ago

    SonicWALL Eugene, United States

    We seek an experienced, detail-oriented Senior Manager of Global Payroll to join the SonicWall team. · As a Senior Manager of Global Payroll, you will oversee all aspects of payroll processing, ensuring accuracy, compliance and timely payments of employees at SonicWall. You will ...

  • SonicWALL

    Senior Manager, Global Payroll

    1 day ago

    SonicWALL Eugene, United States

    We seek an experienced, detail-oriented Senior Manager of Global Payroll to join the SonicWall team. · As a Senior Manager of Global Payroll, you will oversee all aspects of payroll processing, ensuring accuracy, compliance and timely payments of employees at SonicWall. You will ...

  • DSJ Global

    Senior Manager/Director Integrated Business Planning

    2 days ago

    DSJ Global Eugene, United States

    Onsite 3 times per week, Eugene Oregon. Relocation is Required · Yogi Tea is seeking a talented and passionate Integrated Business Planning Manager to join our Finance team. This role will be the subject matter expert for demand planning, network optimization, and capacity plann ...

  • US Oncology, Inc.

    Accounting Specialist II

    4 days ago

    US Oncology, Inc. Eugene, United States

    Overview · Accounting Specialist II · Willamette Valley Cancer Institute and Research Center are looking for an Accounting Specialist to join the finance team at their central business office in Eugene, OR. Under general supervision, this role prepares, processes, and supports ac ...

  • Lane County, OR

    Accounting Clerk, Senior

    2 days ago

    Lane County, OR Eugene, United States

    Lane County Administration's Operations & Financial Services Team is HIRING a Senior Accounting Clerk for Accounts Payable · About the Position · Are you a detail-oriented, efficient self-starter, engaged, and ready to serve? Then check out the below list of duties and qualificat ...

  • University of Oregon

    Director, Financial Services

    12 hours ago

    University of Oregon Eugene, OR, United States

    Director, Financial Services · Application Review Begins · April 30, 2024; position open until filled. · Special Instructions to Applicants · Please submit the following with your online application: · A cover letter in which you clearly describe how your knowledge, skills, and a ...

  • Westlake Services

    Dealer Account Manager

    5 days ago

    Westlake Services Eugene, United States

    ** Dealer Account Manager** · **Job Category****:** Sales **Requisition Number****:** DEALE04778 Showing 1 location **Job Details** · **Description** · **WESTLAKE FINANCIAL SERVICES** · Westlake Financial Services is the largest privately held finance company in the Nation. ...

  • SRA International

    Associate Director for Post-Award, Finance, and Audit

    5 days ago

    SRA International Eugene, United States

    Associate Director for Post-Award, Finance, and Audit · Overview · Job no: 533529 · Work type: Officer of Administration · Location: Eugene, OR · Categories: Accounting/Finance, Business Administration/Management, Executive/Management/Director · Department: Sponsored Projects S ...