Client Service Specialist, Financial Services (Hybrid)
$63k - $73kMulberry Talent Partners
Mulberry Talent Partners is seeking a Client Service Specialist in Portland, OR. This position is crucial for ensuring seamless operations in a financial services firm. Ideal candidates are proactive, detail-oriented, and able to streamline processes. Responsibilities include managing client paperwork, providing market quotations, and executing projects. The role offers a salary of $63,000 - $73,000 annually, plus comprehensive benefits like 100% employer-paid medical insurance and unlimited vacation time. #J-18808-Ljbffr Mulberry Talent Partners
- Evosus Financial Services is looking for a Client Onboarding & Retention Specialist in Vancouver, WA. This role is crucial in ensuring new clients have a smooth onboarding... ...client relationships. This is a full-time, hybrid position that offers competitive pay and exceptional...SuggestedFull time
$63k - $73k
Direct-hire Portland, OR Hybrid What you should know Mulberry has with a local financial services firm to hire a Client Service Specialist. This position is key to ensuring smooth operations in a client-focused firm that specializes in personalized financial services. The...SuggestedLocal area- ...located in Portland is seeking a Private Client Relationship Manager to cultivate relationships... ...skills and a proactive approach. This hybrid role requires 3 days/week in the office,... ...emphasizes problem-solving and client service excellence. #J-18808-Ljbffr Risk Strategies...SuggestedWork at office3 days per week
$23.79 - $29.72 per hour
...Coordinator to provide support to Account Executives for waste and recycle services in the PNW. This role will focus on customer service, reporting, and coordination with internal partners. The position is hybrid, requiring some in-office work in Portland, OR. The ideal...SuggestedRemote jobHourly payWork at office- ...seeking a Patient Account Representative responsible for managing patient accounts and ensuring accurate billing. This role offers a hybrid work schedule post-training, requiring local residency for hybrid eligibility. Ideal candidates will have a high school diploma,...SuggestedWork at officeLocal area
$24.04 - $27.88 per hour
...Washington, is looking for a dedicated support representative to assist clients with software utilization. Responsibilities include... ...full-time position offers an hourly wage of $24.04 - $27.88 and a hybrid work environment with great benefits including health coverage...Hourly payFull time- ...enjoys working behind the scenes to keep financial operations running smoothly in a fast-... ...with strong communication and customer service skills who can manage multiple priorities... ...effectively with teams across the company. This hybrid position is based in Portland, Oregon,...Weekly payFull timeWork at officeLocal area2 days per week1 day per week
$56k - $67k
...Technical Customer Support Representative (Hybrid or Remote) Work Location: Portland, OR Your Career. Your Impact. Our Future. At... ...escalated up. THE DETAILS Product Technical Customer Service Responds to customer inquiries via email, phone, or web with...Casual workWork at officeRemote work- Marsh Risk in Portland is seeking a Client Advisor for their Marine division. This hybrid role requires working in the office at least three days a week and includes responsibilities such as leading advisory roles, developing renewal strategies, and enhancing client retention...Work at office3 days per week
- RSC Insurance Brokerage, Inc., located in Portland, is seeking a Private Client Relationship Manager to build cohesive relationships with high-net-worth individuals. This hybrid position involves working 3 days a week in the Portland office, engaging clients to meet their...Work at office3 days per week
- ...household? Qualified candidates are wanted for the chance to enter financial services on a part‑time basis while working fully remotely. This means... ...benefits solutions, you’ll be the architect of your client’s security tomorrow. In this role, you can expect to: Converse...Weekly payPart timeRemote workWork from home
- FCG Senior Client Services Administrator Firm Overview Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide...Work at officeLocal areaWorldwide
- Moda Health is seeking a professional for a hybrid position in Portland, Oregon. This role involves supporting key accounts, enhancing client relationships, and ensuring account retention. Applicants should have a bachelor’s degree and 2 years of health insurance experience...
- ...Recruitment Solutions - Sales Executive - Hybrid - Portland, OR Share this job... ...accounting and finance. We work with premier clients, from small businesses to Global Fortune... ...understanding their needs and promoting our services to mee those needs effectively. As a...Permanent employmentTemporary workWork experience placementLive inLocal area
$22 - $24 per hour
...with day-to-day office operations including scheduling, member services, and compliance. Requirements include over 3 years in customer... ...compensation between $22.00 to $24.00 per hour and provides benefits like hybrid work options and wellness incentives. #J-18808-Ljbffr AssociaHourly payWork at office$28 - $33 per hour
...Kelly® Science & Clinical is seeking a Client Relations Specialist III for a contract-to-hire or direct... ...Specialist III Workplace: Hybrid / Onsite Flexibility (Must be local to... ...satisfaction and identifies opportunities for service improvements Identifies process...Full timeContract workTemporary workLocal areaRemote workMonday to FridayShift work- A global financial services firm is seeking a Senior Client Services Administrator in Portland, Oregon. The role involves providing administrative support to senior consultants, managing calendars, and preparing meeting materials. Candidates should have at least five years...Work at office
$20 - $25 per hour
...stewardship, excellence, integrity, flexibility, service, and inclusivity in everything we do –... ...career today. This role offers a hybrid schedule upon completion of an initial... ...of systems; patient and payer contact; financial, customer service, and collection skills...Hourly payFull timeWork at officeLocal areaShift work- 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
$80k - $95k
...new tools, and expand advisory services. If you’re curious, adaptable... ...here. We’re looking for a Client Accounting Senior Associate... ...do your best work in person, hybrid, or fully remote. A culture... ...be: Prepare more complex financial statements and able to analyze...Live inLocal areaImmediate startRemote workFlexible hours$110k - $120k
A leading financial advisory firm is seeking an Associate Wealth Advisor in Portland, Oregon. This role involves developing financial plans... ...have a Bachelor's Degree, Series 65, and 2+ years of financial service experience. The position allows for remote work but requires...Remote job- ...Private Client Advisor Location: 1211 SW Fifth Avenue, Portland... ...base with planning and financial wellness as the basis of their... ...primary provider of investment services to KeyBank Mass Affluent clients... ...by emailing ****@*****.***. #LI-Hybrid...Bank staffWork at officeFlexible hoursNight shift
$18 - $22 per hour
...Umpqua Bank Client Service Specialist (Teller) At Umpqua, we create a great place to work by offering a unique brand of relationship banking... ..., and support our broader purpose. Think of us as financial partners, because at Umpqua, we believe the best way forward...Night shift$25.83 - $38.78 per hour
A financial institution is seeking a Loan Servicing Specialist II/III to manage commercial loans, including documentation and collateral perfection. This role requires... ...of lending regulations. The position offers a hybrid work schedule in Portland, OR, with a pay range of...Hourly pay$23.79 - $29.72 per hour
...whose customer needs are mostly for permanent waste and recycle services in the PNW (Washington, Oregon, BC, Idaho). Very similar to a... ...machines, etc. Pay Pay : The expected base pay range for this hybrid position is $23.79/hour - $29.72/hour. This range represents a...Permanent employmentFull timeTemporary workWork experience placementWork at officeLocal areaImmediate startRemote workWork from home1 day per week$20 per hour
Accreditation Council for Graduate Medical Education is looking for a part-time Client Service Representative (CSR) in Portland, Oregon. As a CSR, your primary role will be to provide care and support for pets and their owners while ensuring optimal client service. Ideal...Part time- ...their fast-paced office in Tualatin, OR. Responsibilities include answering phones, scheduling appointments, and handling multiple client projects. The ideal candidate will possess strong organizational skills, experience with Microsoft Word and Excel, and excellent communication...Work at office
- A leading financial services firm in Portland, Oregon is seeking a Private Client Advisor to enhance client relationships by offering comprehensive financial planning and investment advice. You will help clients navigate their financial journeys, requiring at least 2 years...
$26.3 - $34.9 per hour
Job Category : Healthcare - Client Services Requisition Number : CLIEN008238 Posted : May 28, 2026 Full-Time On-site Locations Showing 1... ...comprehensive, person-centered, integrated services. The Client Access Specialist II is considered a critical link between the patient and the...Full timeContract workTemporary workWork at officeLocal areaImmediate startMonday to FridayShift workWeekend work$70.16k - $101.3k
Job Description Perkins Coie is searching for a Client Administrative Specialist who will primarily provide administrative and workflow support for... ...specific client(s) but is considered a member of the Business Services Center (BSC). In addition, as a member of the Perkins...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Service Specialist, Financial Services (Hybrid). Be the first to apply!
- social service representative Portland, OR
- customer order specialist Portland, OR
- client service officer Portland, OR
- work from home customer service associate Portland, OR
- remote customer service agent Portland, OR
- customer service expert Portland, OR
- customer sales representative Portland, OR
- airport customer service agent Portland, OR
- remote customer service advisor Portland, OR
- customer service associate remote Portland, OR


