Senior Client Success & Onboarding Specialist
Aldrich
Aldrich is seeking a detail-oriented Client Services Specialist to join our team in Lake Oswego, Oregon. This pivotal role focuses on delivering exceptional client service and support while enhancing client experiences. The ideal candidate will possess strong communication skills and a proactive problem-solving approach, and have a minimum of 3 years in a similar role. We offer a comprehensive benefits package and a hybrid work environment, expecting in-office presence at least 2 days per week. #J-18808-Ljbffr
- ...Aldrich Wealth LP is looking for a Client Services Specialist in Lake Oswego, Oregon. This position involves delivering exceptional service to clients and supporting various operations related to investment accounts. The candidate should have strong communication skills...Senior
- ...UBS is looking for a Senior Wealthy Strategy Associate in Portland, Oregon. The role involves... ...allocation strategies, and managing client relationships. Ideal candidates should have... ...inclusive work environment focused on employee development and success. #J-18808-Ljbffr...Senior
- ...public sector consulting firm is seeking a Senior Consultant to manage complex technology... ...within the education sector. The successful candidate will develop and execute consulting... ...management, and ensure delivery excellence for clients. Located ideally within the Pacific...SeniorRemote work
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$36.05 - $45.67 per hour
Client Services Specialist or Senior Client Services Specialist This client-facing role is responsible for... ...experience and supporting the ongoing success of our organization. You’ll Get a... ...existing accounts. Coordinate new client onboarding including completion of custodial...SeniorHourly pay16 hoursFull timeWork at officeMonday to FridayFlexible hours2 days per week- ...US012 Marsh & McLennan Agency LLC is looking for a Senior Client Advisor to enhance client relationships and deliver tailored insurance... ...3 years of personal lines insurance experience required, the successful candidate will present market data and address complex risks...SeniorRemote work
- Aldrich is seeking a Client Services Specialist to provide exceptional service to clients. The role requires managing Schwab accounts, coordinating onboarding, and ensuring effective communication. The ideal candidate will have at least 3 years in a similar role and strong...SeniorFull timeWork at office
$80k - $105k
Theprogrampdx in Portland, Oregon is seeking a Senior Producer to manage client projects and ensure successful deliveries. This in-office position offers a hybrid work environment, balancing three days in the office and flexibility for additional days. The ideal candidate...SeniorWork at office- ...Description: Senior Client Advisor Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culturedoesn’thappen overnight.It’sa... ...Client Advisory reviews to keep them engaged and informed. Your success will be measured by client retention, so delivering exceptional...SeniorLocal areaNight shift
- ...Senior Vice President, Client Services About the Company A leading global medical communications agency expanding its US leadership team.... ...commercial and medical affairs strategy on a global scale. The successful candidate will be responsible for inspiring and leading...Senior
$56k - $132k
...approach. To learn more, please visit: Summary: The Senior Account Executive interacts with clients on a day-to-day basis while developing and... ...confident to make sound independent decisions. Ability to successfully interact with a variety of people/personalities. Strong...Senior$80k - $95k
...Perkins & Co in Portland, OR is hiring a Client Accounting Senior Associate to modernize workflows and expand advisory services. Candidates should have a Bachelor’s degree, 5+ years in accounting, and QuickBooks certification. This role offers flexibility in work arrangements...SeniorRemote work$100k - $120k
...Coldstream is seeking a Senior Wealth Management Associate in Portland, Oregon, to provide exceptional client service and financial planning expertise. The role includes acting as a primary contact for clients and managing team workflows in a hybrid environment. Ideal...Senior- ...A leading financial institution in Portland seeks a skilled professional to manage high net worth client relationships. The role involves building a competent team of Banking, Trust, and Investment professionals and requires extensive experience in wealth management....Senior
$165k - $240k
...SupportFinity™ is seeking a Freight Rail Client Team Leader/Senior Project Manager in Portland, Oregon. This role requires a Bachelor's degree in civil engineering and a Professional Engineer (PE) license along with over ten years of relevant experience. Responsibilities...SeniorFlexible hours$80k - $95k
...part of this journey, you’ll thrive here. We’re looking for a Client Accounting Senior Associate to support our growing department with strategic... ...remote. A culture where flexibility and balance add up to success. Our leadership team knows that public accounting is a...SeniorLive inLocal areaImmediate startRemote workFlexible hours$76k - $125.3k
...compliance. Your key responsibilities A senior analyst in FSO EDGE WAM will be responsible... ...tax compliance and consulting work for clients. The objective is to work alongside practice... ...to staff Skills and attributes for success Experience identifying tax related issues...SeniorSummer holidayWork at officeLocal areaFlexible hours- ...SupportFinity™ is looking for a Senior Tax Manager in Portland, Oregon, who will provide complex tax review, planning, and compliance services. This role is client-facing and requires excellent communication skills to build strong relationships and deliver high-quality...Senior
$85k - $110k
...through design, strategy, and craft. POSITION SUMMARY: The Senior Client Manager leads junior and senior level relationships with... .... Ultimately, in determining pay, we will consider the successful candidate's location, experience, and other job-related factors...SeniorTemporary workLocal areaFlexible hours- ...A leading engineering firm is seeking a Senior HVAC Mechanical Engineer to join our MEP practice in Portland, Oregon. This role demands... ...technical leader who will manage HVAC system design, engage in client interactions, and mentor junior engineers. Ideal candidates will...SeniorWork from homeFlexible hours
$76k - $125.3k
...industry, working side by side with a range of clients from our most venerable institutions to... .... Your key responsibilities A senior analyst in FSO EDGE WAM will be... ...to staff Skills and attributes for success ~ Experience identifying tax related issues...SeniorSummer holidayWork at officeLocal areaFlexible hours- ...U.S. Bank in Portland, Oregon is seeking a Client Relationship Consultant to build and maintain relationships with customers. The role involves engaging clients through various channels, assessing their banking needs, and providing solutions tailored to their goals. The...Senior
$70k - $100k
...for independently and proactively managing assigned Premier in Client Tiers 2 and 3 (HNW & Affluent). Activities include renewal marketing... ...associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition...SeniorTemporary workLocal areaFlexible hours$125k - $175k
A financial services firm in Portland, Oregon, is seeking a Senior Tax Manager to lead tax compliance and planning efforts for diverse clients. Candidates should have a minimum of 5 years in public accounting with CPA or JD credentials, and a Master's in taxation preferred...Senior- Honeywell International, Inc. seeks a Lead Customer Success Representative to foster strong customer relationships, ensuring satisfaction and driving revenue growth. You will act as a key contact for customer inquiries and collaborate closely with various teams to enhance...Senior
- A leading engineering firm in Portland, Oregon is looking for a Senior HVAC Mechanical Engineer to serve as a technical leader. This critical... ...engineers, leading design direction, and engaging in complex client interactions. The company offers benefits such as self-managed...SeniorWork from home
- JPMorgan Chase is seeking a dedicated Relationship Manager in Portland, OR, to manage high-net-worth client relationships. The role involves developing new and existing relationships while providing exceptional service to ensure client satisfaction and loyalty. You will...Senior
$140k - $230k
...Project Manager in Portland, Oregon, to oversee projects from concept to completion. The role requires strong communication skills and client engagement, along with technical leadership in project management. Candidates should have 15-18 years of experience in fire...Senior$76k - $125.3k
...compliance. Your key responsibilities A senior analyst in FSO EDGE WAM will be responsible... ...tax compliance and consulting work for clients. The objective is to work alongside practice... ...to staff Skills and attributes for success Experience identifying tax related issues...SeniorSummer holidayWork at officeLocal areaFlexible hours$150k - $175k
...relationships with key corporate C-level and Senior Leadership representatives through... ...business and technical requirements of clients to sell effective solutions that drive business... ...portfolio of accounts and region. Successful positioning to Microsoft Sellers around...SeniorRemote jobFull timeTemporary workLocal areaWork from homeFlexible hours
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