Client Service Associate

Do you want to join a winning team? Delap LLP, one of Oregon's largest locally owned CPA firms regularly recognized as a Top Workplace, delivers innovative and proactive financial and accounting solutions to businesses and high net worth individuals. Delap Wealth Advisory is a rapidly growing fiduciary investment advisory firm delivering clarity and...

About Cable Hill Partners:Cable Hill Partners is an independent financial planning and investment management firm. We have a culture of growth, learning and fun. We are a collaborative ensemble of professionals who meet challenges with empathy, authenticity and excellence. Our success is driven by a team of experienced professionals with diverse backgrounds...

About Our StoreKnitwell Group's Clackamas Town Center store is a bustling hub of activity, with a diverse and dynamic team working together to deliver exceptional client service. As a Sales Associate, you'll be the face of our brand, providing personalized styling advice, answering questions, and ensuring every customer leaves feeling confident and...

Job Title: Senior Client Service Associate\Salary Range: $60,000-$80,000 per year\TalentLink Solutions is a leading wealth management firm with over $1 billion in assets. We are seeking a highly skilled and experienced Senior Client Service Associate to join our team.\The ideal candidate will have a strong background in client service, financial planning,...

Duties/Responsibilities: Complete mail inserting hand-work on provided audit sheet, doing all jobs by hand. Understand the different folds, tri, bi and flat. Ensure all requested inserts are pulled for the correct job. Reading all special instructions on the audit sheet and understanding what is being requested. Perform mail Metering on the Pitney and...

Duties/Responsibilities: Complete mail inserting hand-work on provided audit sheet, doing all jobs by hand. Understand the different folds, tri, bi and flat. Ensure all requested inserts are pulled for the correct job. Reading all special instructions on the audit sheet and understanding what is being requested. Perform mail Metering on the Pitney and...

Job Title: Senior Client Service AssociateAbout the RoleTalentLink Solutions is seeking a highly organized and detail-oriented Senior Client Service Associate to join our team. This role will be responsible for supporting our advisors, clients, and continued growth by ensuring smooth firm-wide operations centered on client service.Key...

We are a locally owned wealth management firm, with more than $1B in assets and a diverse service offering for our clients. Our CEO has led our firm to become one that is recognized for our unique engagement model. Our top values are integrity and respect, and we look for professionals whose values align with ours. As a firm that maintains long-term...

About SFX - Warehouse AssociateAt SFX, we are committed to providing exceptional service to our clients. Our team of dedicated professionals works tirelessly to ensure that every task is completed with precision and care.Job Description:We are seeking a highly skilled Mail & Scanning Associate (ME) to join our team. As a Mail & Scanning Associate, you will...

SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming,...

SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming,...

DescriptionAbout Us:Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It's an especially exciting time to join our team as, following the recent merger with Columbia Bank, we have grown to become a leading western-based regional bank with more than $50B in assets under...

Commercial Client Services Representative Corporate Treasury Portland, Oregon Eugene, Oregon Lakewood, Washington Redding, California Tacoma, Washington **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It's an especially exciting...

Benefits: 401(k) Competitive salary Dental insurance Employee discounts Flexible schedule Free uniforms Health insurance Opportunity for advancement Training & development Vision insurance Wellness resources Client Services RepresentativeAre you a PEOPLE PERSON looking for a great part time...

Description About Us: Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It's an especially exciting time to join our team as, following the recent merger with Columbia Bank, we have grown to become a leading western-based regional bank with more than $50B in assets...

Job DescriptionThe State of Maine seeks a highly skilled Social Services Associate to join our team in the Department of Health and Human Services. This role involves working closely with clients, colleagues, and community partners to promote health, safety, and well-being.About the RoleAs a Social Services Associate, you will be responsible for assessing...

Job OverviewWe are seeking an exceptional Client Services Director to oversee and assist customer success employees in delivering top-notch service to our clients. This role requires a strong leader who can build and maintain a high-performing team, ensure seamless execution of customer interactions, and drive business growth through excellent service...

About the RoleKristin Staropoli - State Farm Agent is a leading insurance agency dedicated to delivering exceptional service to our clients. We are currently looking for a highly skilled and detail-oriented Receptionist - State Farm Agent Team Member to fulfill administrative duties and support insurance agents in gaining and keeping customers.Key...

Investing can be one of the most important and nerve-racking aspects of peoples lives. At Fisher Investments, we believe your career goals and your desire to help others should go hand-in-hand. As a Client Service Associate (CSA), you will form relationships with clients to give them support in navigating their financial futures.The Opportunity:You will be...

Uspih Enterprise is currently seeking a driven Solar Customer Service Associate to join our Portland-based team. We deliver direct customer service and account support to increase sales, improve customer satisfaction, and drive long-term customer retention. Our impact is undeniable. Due to recent growth, we have partnered with a community solar farm to...