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Client services manager • portland or

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Client Services Specialist

Client Services Specialist

AldrichLake Oswego, OR, US
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We are seeking a professional and detail-oriented.In this role, you will be responsible for providing outstanding service and support to our clients, ensuring their needs are met with efficiency an...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Manager

Client Manager

Reliance MatrixPortland, OR
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Job Responsibilities and Requirements.Assume overall responsibility for managing dedicated client accounts ranging from 500 to 2,000 lives. The Client Manager is the main contact for the client for ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Work From Home - Client Services Representative

Work From Home - Client Services Representative

AO Garcia AgencyPortland, Oregon, United States, 97201
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If you are looking for a fully remote position with the ability to travel, this is the perfect opportunity for you! Here, you can work 100% remotely and from anywhere in the world.On top of that, w...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Second Shift Services Manager

Second Shift Services Manager

City Wide Facility SolutionsPortland, OR, US
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City Wide Facility Solutions (Portland) is looking for a responsible 2nd Shift Janitorial Coordinator to join our team to work the Southern territory. Part of your job will be to check on our facili...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Field Services Manager

Field Services Manager

Insight GlobalPortland, OR, US
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We are seeking a highly motivated Field Services Manager to support projects involving the installation of devices on laundry machines across the United States. You will work directly with Field Ope...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Environmental Services Manager

Environmental Services Manager

Healthcare Services GroupPortland, OR, United States
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Overview : Join Healthcare Services Group (HCSG) as an Account Manager, leading housekeeping, laundry, and floor care teams in a long-term care facility. At HCSG, we are passionate about positively i...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Supported Living Services Manager

Supported Living Services Manager

Advocates for Life Skills and OpportunityPortland, OR, US
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Job Opportunity : Residential Services Manager at Advocates for Life Skills & Opportunity (ALSO).Are you enthusiastic about creating inclusive communities where individuals with Intellectual and...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Nutrition Services Manager

Nutrition Services Manager

Mary's Woods at Marylhurst IncLake Oswego, OR, US
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Mary’s Woods is a vibrant senior living community rooted in compassion, respect, and excellence.Here, we don’t just provide care — we create an environment where residents and sta...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Field Services Manager

Field Services Manager

PayRangePortland, OR, US
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Do you carry change in your pocket? If not, youre among the millions of people who have become cashless yet millions of unattended retail machines in this $45 billion industry are still largely dep...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Services and Clinical Coordinator (Hybrid)

Client Services and Clinical Coordinator (Hybrid)

Ethos Veterinary HealthVancouver, WA, US
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Pacific Northwest Pet ER & Specialty Center is a 24 / 7 emergency and specialty hospital located in Vancouver, WA, just outside Portland, OR. We offer advanced veterinary technology, including MRI...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Environmental Client Project Manager - (Stack)

Environmental Client Project Manager - (Stack)

Montrose EnvironmentalPortland, OR, US
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Are you passionate about air quality and ready to join an inclusive work environment, committed to leading new ideas and pathways, and to delivering value? If the answer is, "Yes!" then we have an ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Environmental Services Department Manager

Environmental Services Department Manager

Healthcare Services Group, Inc.Tigard, OR, US
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Join Healthcare Services Group (HCSG) as an Account Manager, leading housekeeping, laundry, and floor care teams in a long-term care facility. At HCSG, we are passionate about positively impacting t...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Client Services Manager

Client Services Manager

VirtualVocationsAloha, Oregon, United States
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A company is looking for a Manager of Client Services.Key Responsibilities Manage client relationships and oversee business development for a portfolio of up to $30-40M Ensure delivery assurance...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
eDiscovery Client Services Project Manager

eDiscovery Client Services Project Manager

EpiqBeaverton, OR
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serp_jobs.job_card.full_time
An EMS Project Manager (PM) will serve as a leader in successfully managing assigned client relationships through effective project management coordination and execution. Successful candidates must ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Services and Clinical Coordinator (Hybrid)

Client Services and Clinical Coordinator (Hybrid)

Ethos Veterinary Health LLCVancouver, WA
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Pacific Northwest Pet ER & Specialty Center is a 24 / 7 emergency and specialty hospital located in Vancouver, WA, just outside Portland, OR. We offer advanced veterinary technology, including MRI, CT...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Client Report Services - Senior Analyst

Client Report Services - Senior Analyst

CallanPortland, OR, US
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Client Report Services - Senior Analyst.Callan is seeking a new team member to join our Client Report Services (CRS) team in the following Callan locations : Portland, OR, or San Francisco headquart...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Manager Associate

Client Manager Associate

UnumPortland, Oregon, United States of America
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Job Posting End Date : August 31.When you join the team at Unum, you become part of an organization committed to helping you thrive. Here, we work to provide the employee benefits and service solutio...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Client Services Coordinator

Client Services Coordinator

CBRE GroupPortland, OR, US
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Equal Employment Opportunity : CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, se...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
Work From Home - Client Services Representative

Work From Home - Client Services Representative

Global Elite TexasTigard, Oregon, United States, 97223
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Our company has moved to 100% virtual, work-from-home positions.This position allows you to build your career around your life, rather than being forced to build your life around your career!.We're...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
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Deputy Manager, Professional Services

Deputy Manager, Professional Services

Curtiss-WrightPortland, OR, US
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Deputy Manager, Professional Services.Our Deputy Manager, Professional Services is a working manager who brings a blend of technical know-how and a proven track record of building and growing custo...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Services Specialist

Client Services Specialist

AldrichLake Oswego, OR, US
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Job Description

Job Description

Description :

We are seeking a professional and detail-oriented Client Services Specialist to join our team. In this role, you will be responsible for providing outstanding service and support to our clients, ensuring their needs are met with efficiency and professionalism. The ideal candidate will demonstrate strong communication skills, a proactive problem-solving mindset, and the ability to foster and maintain strong client relationships. The Client Services Specialist plays a key role in enhancing the client experience and contributing to the ongoing success of our organization.

Why Aldrich Wealth

Aldrich Wealth is a dynamic, fast-growing, and established independent registered investment advisor (RIA) at the forefront of the industry. As an RIA that provides a broad array of financial services to high net worth individuals and corporate retirement plans, we have been recognized by Oregon Business Magazine and San Diego Business Journal as Best Places to Work in both our Oregon and California regions and manage approximately $6 billion in assets.

Our holistic approach, paired with high-touch service, weaves together financial planning, wealth-building, wealth-preservation, and life goals. We guide our clients through today's financial complexities to protect and grow their financial assets for tomorrow.

Check out more about Aldrich at https : / / wealthadvisors.com / .

Requirements :

You'll Get a Chance To

  • Execute all service and operations needs for Schwab brokerage accounts including standard and complex new account opening, updating account features, and maintaining existing accounts.
  • Coordinate new client onboarding including completion of custodial paperwork, delivery of ADV & related disclosures, and new client welcome procedures.
  • Maintain client and account records in the Aldrich Wealth portfolio management, CRM, and Document management software
  • File client documents and records to the document management system
  • Responsible for client workflow actions including setting up and completing recurring actions as needed
  • Coordinate annual RMD calculation and distributions
  • Perform data exports and ad-hoc analysis utilizing spreadsheets and basic data queries / exports from portfolio management & CRM software
  • Adhere to existing processes and willingness to constructively troubleshoot and adjust them as needed

What You Bring to the Team

Required :

  • Minimum 3 years of experience in a similar role at a financial services firm
  • Experience with Charles Schwab (Custodian) and utilizing CRM
  • Strong Microsoft Office skills (Word, Excel, and PowerPoint)
  • Broad knowledge of Investment Advisory practices, processes, and an understanding of wealth management
  • Skilled in time management and willingly sharing Team responsibilities; sharing workflow and projects as appropriate
  • Preferred :

  • Bachelor’s degree from an accredited college or university
  • Experience with alternative investments and SMA’s
  • How We'll Reward You

    At Aldrich, we know a great client experience starts with an exceptional employee experience. Aldrich offers a comprehensive benefits package that includes :

  • Health Insurance Benefits : medical, dental, vision, life, and disability insurance as well as health savings, flexible spending, and dependent care
  • Retirement Savings : 401(k) plan with 1.5% match and 5% discretionary profit sharing
  • Time Off : 4 weeks of vacation and sick leave in the form of a Paid Time-Off bank, 10 Paid Holidays including two floating holidays, 16 Hours of Volunteer Time, Paid Sabbaticals, and Paid Parental Leave
  • You may also be eligible to participate in a discretionary incentive compensation program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational goals.
  • This information is provided in compliance with applicable state equal pay and pay equity legislation. It is in the company’s good faith and reasonable estimate of the compensation range and benefits offered for this position. At Aldrich, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on facts and circumstances of each candidate. The compensation offered may vary based on factors including experience, skills, education, location, and other job-related reasons. Aldrich makes internal equity a consideration in all pay decisions.

    A reasonable estimate of the current range for the non-exempt full-time position is $36.05-$45.67 per hour ( approx. $75,000-$95,000 annual salary).

    For a full summary of our benefit offerings, check out Life at Aldrich here.

    What You Should Know

    This is a full-time position. Our standard office hours are Monday – Friday, 8 AM – 5 PM. This is a hybrid position where you must be in the office at least 2 days per week. Candidates must be legally authorized to work in the United States without the need for employer sponsorship.

    To Apply

    Please submit your resume and cover letter (optional).