Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Services Associate Project Manager

$70k - $75k

1300 Epiq Class Action & Claims Solutions, Inc.

Job Description At Epiq, your work contributes to complex, global legal outcomes. You’ll join a values‑driven community where integrity guides decisions, relentless service sets the bar, and we thrive on big challenges together. Job Summary The Associate Project Manager will assist senior Client Services peers through effective project management coordination and execution within the Client Services Global Resourcing Team supporting North America clients from other geographies. The incumbent is primarily responsible for ensuring the client receives proper service through proactive attention to planning, analysis, execution, and close‑out of a project. They will provide day‑to‑day direction to the client and internal teams according to client requirements and company standards. Essential Job Responsibilities Ensure client and project requirements are met with the highest quality and accuracy by verifying and communicating routinely with both the client and internal partners. Convert client requirements into operational work requests, monitor progress, and proactively update stakeholders on deadlines. Obtain, examine and prepare client data for intake. Assist in troubleshooting and resolving any client issues with delivered or hosted data. Handle review platform (DMX or Relativity) specific items—including user requests, database management (archiving/deletion), creation of layouts/views/fields/choices/highlighting, creation and execution of STRs, batch set management, and reporting. Provide matter‑specific support on items such as privilege log generation, media tracking, and project‑specific reporting. Understand project budgets and obtain required approvals before incurring additional costs outside of project estimates. Ensure continuity of client service between shifts by providing clear handoffs and client updates. Drive overall client satisfaction through effective coordination and communication of client deliverables. Participate in process improvement initiatives and collaborate with teammates to standardize and improve the customer experience. Control all aspects of a project from initial planning through final production, including development of project plans, balancing client requirements, fostering relationships, and reviewing financial and billing information in a timely manner to meet deadlines. Qualifications & Characteristics Minimum three‑year consulting, litigation support, paralegal or attorney experience in a law firm, corporate legal department or eDiscovery service provider. Overall experience of four to five years. Bachelor’s degree or equivalent practical experience. Hands‑on experience working on Relativity. Proficiency in PowerPoint, Excel and Business Intelligence tools is highly desirable. Demonstrated success working on multiple simultaneous projects. Excellent oral and written communication skills demonstrating a “white glove” approach to service. Client relationship skills including proactive client expectation management and the ability to recognize client needs. Capacity to learn quickly and adapt to changing industry trends. Flexibility to work night shift timings and occasionally on weekends. Compensation & Benefits Compensation range: $70,000 to $75,000 USD annually, potentially eligible for an annual bonus. Benefits information will be discussed during the initial screening call. EEO Statement Epiq’s policy is to comply with all applicable equal employment opportunity laws by making all employment decisions without unlawful regard or consideration of any individual’s race, religion, ethnicity, color, sex, sexual orientation, gender identity, marital status, age, national origin, genetic information, ancestry, citizenship, physical or mental disability, veteran or family status or any other basis protected by applicable law. Epiq prohibits unlawful discrimination based on any of these impermissible bases and commits to affirmative action for minorities, women, covered veterans and individuals with disabilities. Accommodation for applicants with disabilities will be provided upon request. #J-18808-Ljbffr 1300 Epiq Class Action & Claims Solutions, Inc.

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Client Services Associate Project Manager in Beaverton, OR vacancy
  • $30 - $45 per hour

     ...Client Service Associate (Remote) Capitol Family Office is a fully remote boutique financial advisory firm serving successful business owners...  ...and client service. You'll work especially closely with our Managing Partner, acting as her right hand. Why This Role Matters... 
    Suggested
    For contractors
    Work at office
    Remote work
    Monday to Friday

    Capitol Family Office

    Beaverton, OR
    2 days ago
  •  ...NBC Capital Advisors, a wealth management firm in Beaverton, Oregon, is seeking a Client Associate. This full-time position involves supporting daily operations, answering client queries, and assisting in retirement plan administration. The ideal candidate is customer-... 
    Suggested
    Full time

    Sanctuary Wealth Services

    Beaverton, OR
    2 days ago
  •  ...NBC Capital Advisors, based in Beaverton, Oregon, is hiring a Client Associate for full-time, in-office work. The successful candidate will provide exceptional client service, manage office communication, and support retirement plan administration. The role requires strong... 
    Suggested
    Full time
    Work at office

    Sanctuary Wealth Group LLC

    Beaverton, OR
    17 hours ago
  • Sanctuary Wealth Group is seeking a Client Associate for wealth management in Beaverton, Oregon. This role involves providing administrative support,...  ...in a supportive environment focused on delivering exceptional client service. #J-18808-Ljbffr Sanctuary Wealth Group
    Suggested

    Sanctuary Wealth Group

    Beaverton, OR
    4 days ago
  • $75k - $95k

     ...Client Service Associate (CSA) Located in SE Portland Salary: $75,000-95,000 depending on experience Why This Opportunity Stands Out: Be the central connector between clients, accountants, managers, and leadership—your work is visible and valued Work in a firm that trusts... 
    Suggested

    Creative Financial Staffing

    Milwaukie, OR
    3 days ago
  •  ...work collaboratively, with our clients and with each other, to deliver impeccable service to achieve the financial and lifestyle...  ...join one of our growing wealth management teams! You will learn the...  .... The Senior Client Service Associate Role The Client Service Associate... 
    Temporary work
    Work at office
    Work from home
    Monday to Friday

    Coldstream Capital Management

    Portland, OR
    1 day ago
  •  ...Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private...  ....g., training or education programs), special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT Covering the front desk... 
    Part time
    Work at office
    Local area

    PowerToFly

    Lake Oswego, OR
    17 hours ago
  • $85k - $95k

     ...Client Service Associate Salary: $85,000–$95,000 Why This Opportunity Stands Out Work directly with a CPA firm, gaining valuable exposure to accounting...  ...Key Responsibilities for the Client Service Associate Manage client onboarding and offboarding processes Serve as the... 

    Creative Financial Staffing

    Portland, OR
    3 days ago
  • A financial services firm in Portland, Oregon, is looking for an experienced Client Services Associate to deliver exceptional service to investment clients. This role involves...  ...with clients, onboarding new clients, and managing client requests efficiently. The ideal candidate... 

    TalentLink Solutions

    Portland, OR
    5 days ago
  • Client Service Associates provide exceptional service to our clients and support Financial Advisor(s...  ...training or education programs), special projects and/or other duties directed by local...  ...calls with FAs/PWAs/teams as needed)Managing the calendar including coordinating... 
    Part time
    Work at office
    Local area

    Morgan-Stanley

    Lake Oswego, OR
    4 days ago
  •  ...Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial...  ...the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee...  .../letters, etc.) and other duties and projects as assigned by the FA and/or Branch... 
    Part time
    Work at office
    Immediate start

    Stifel Financial Corp.

    Portland, OR
    3 days ago
  • Client Service Associate Position Overview We are seeking a Client Service Associate to deliver exceptional...  ...teams. The role is responsible for managing client communications, coordinating...  ...the ability to improve processes and project workflows. Key Responsibilities Serve... 
    Work experience placement
    Work at office

    CyberCoders

    Portland, OR
    1 day ago
  • Morgan-Stanley is seeking a Client Service Associate in Lake Oswego, Oregon, to provide exceptional service to clients and support Financial Advisors...  .... You will help build trusted relationships with clients, managing a variety of administrative tasks including communication,... 

    Morgan-Stanley

    Lake Oswego, OR
    4 days ago
  • PowerToFly is looking for a Client Service Associate to provide exceptional service to clients and support Financial Advisors in Lake Oswego, Oregon...  ...client relationships, executing transactions, and managing administrative tasks in a fast-paced environment. Candidates... 

    PowerToFly

    Lake Oswego, OR
    4 days ago
  • APR Staffing is looking for a Senior Project Coordinator to assist in project execution and support the Project Manager in the Client Services department. The role involves managing client communications, providing project reporting, and leading mentorship for other Project... 

    APR Staffing

    Beaverton, OR
    3 days ago
  • Project Coordinator The Senior Project Coordinator (Sr. PC) position supports the Project Manager (PM) in project execution in the Client Services department and assists the PM in ensuring consistent, superior...  ...-up to Project Manager or Associate Project Manager, meet... 

    APR Staffing

    Beaverton, OR
    3 days ago
  • $70k - $90k

    We are seeking an experienced Client Services Associate to be part of delivering exceptional service...  ...clients with sustainable investment management, personalized financial planning, and...  ...including custodial platforms (Schwab), project management software (Asana),... 
    Work at office
    Home office

    TalentLink Solutions

    Portland, OR
    1 day ago
  • Stifel Financial Corp. is looking for a Client Services Associate in Portland, Oregon to assist Financial Advisors with client account management and provide various administrative support. Responsibilities include maintaining client records, processing requests, and delivering... 
    Work at office

    Stifel Financial Corp.

    Portland, OR
    3 days ago
  • Paradigm Information Services, Inc. is looking for a Remote Associate Project Manager to help support a global leader in the legal industry. This position requires managing documentation related to the distribution of settlement funds. The ideal candidate will have 1-3... 
    Remote job

    Paradigm Information Services, Inc.

    Beaverton, OR
    2 days ago
  • $70k - $80k

     ...Job Description Providing exceptional service to our clients starts with investing in exceptional...  ...to join one of our growing wealth management teams! You will learn the Registered...  ...other. The Senior Client Service Associate Role The Client Service Associate... 
    Temporary work
    Work at office
    Work from home
    Monday to Friday

    Coldstream Wealth Management

    Portland, OR
    15 days ago
  • POSITION SUMMARY Registered Service Associates perform operational support and oversight...  ...the market as well as general management support functions and special projects. The role is responsible for...  ...services and solutions that support clients’ needs including secure, digital... 
    Full time
    Work at office
    Remote work
    Home office
    Night shift

    Morgan Stanley

    Lake Oswego, OR
    17 hours ago
  • Paradigm Information Services, Inc. is seeking an Associate Project Manager for a remote position, supporting clients in the legal industry. This role requires ensuring the accuracy and compliance of settlement fund distributions and involves close collaboration with various... 
    Remote job

    Paradigm Information Services, Inc.

    Beaverton, OR
    1 day ago
  •  ...Service BDC Specialist Audi Beaverton is seeking a high-energy, detail-oriented Service...  ...Specialist to serve as the vital link between our clients and our Service Department. We provide...  ...the voice of our dealership. You will manage the flow of the Service Drive by... 
    Hourly pay

    Sunset Imports Inc

    Beaverton, OR
    1 day ago
  • Sunset Porsche Audi in Beaverton, Oregon, is hiring a Service BDC Specialist to connect clients with our Service Department. The role involves managing service appointments, client inquiries, and proactive outreach in a high-energy environment. Ideal candidates have 1-2... 

    Sunset Imports

    Beaverton, OR
    5 days ago
  •  ...candidate will have at least 4 years of experience in product creation or operational work, with necessary skills in Excel and process management. The role is on-site with typical work hours and the possibility of work-from-home Fridays. Candidates from the consumer product... 
    Work from home

    HireTalent - Staffing & Recruiting Firm

    Beaverton, OR
    3 days ago
  •  ...Job Summary The Private Client Advisor's focus will be on our...  ...primary provider of investment services to KeyBank Mass Affluent...  ...partnership with Retail Branch Managers, teams, and Centers of Influence...  ...environment, challenging projects, accessible leaders, and opportunities... 
    Bank staff
    Work at office
    Flexible hours
    Night shift

    Key Bank

    Beaverton, OR
    17 hours ago
  • $19 - $24.5 per hour

     ...a source of capital to personal banking clients and businesses of all sizes, we place a...  ...you'll Engage clients with exceptional service while supporting a wide range of sales and...  ...partners across Commercial Lending, Treasury Management, Mortgage Lending, and Investment... 

    Banner Corp

    Hillsboro, OR
    7 days ago
  •  ...an entry-level, analytically-oriented Associate Project Manager to join our team! Our ideal candidate...  ...effective and efficient solutions to complex client problems. The Associate Project...  ...management in clinical trials Support the Services Delivery project team in: Liaising... 
    Full time

    Suvoda

    Portland, OR
    3 days ago
  •  ...Family Service Advisor Revolutionizing the funeral industry means blazing new trails...  ...accordance with the goals established by sales management. Sales are made both at-need and preneed...  ...and makes presentations in prospective client family homes to sell prearrangements... 
    Contract work
    Temporary work

    Tulip

    Hillsboro, OR
    1 day ago
  •  ...Medium is looking for a passionate individual to join their team in client service leadership. This position offers the flexibility to work from home and a nurturing environment focused on personal and professional growth. Join a supportive community where you can... 
    Remote work
    Work from home

    Medium

    Beaverton, OR
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Services Associate Project Manager. Be the first to apply!