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Customer Client Service Support Jobs in Oregon (NOW HIRING)

Banfield Pet Hospital

Client Service Coordinator

Eugene, OR · On-site

$18 - $23.50/hr

... to support the needs of our wellness plan clients. • Provide professional, efficient and ... HIRING QUALIFICATIONS / COMPETENCIES Leadership • Customer Focus • Peer Relationships • ...

Banfield

Client Service Coordinator

Wilsonville, OR · On-site

$18.50 - $24.25/hr

... to support the needs of our wellness plan clients. · Provide professional, efficient and ... HIRING QUALIFICATIONS / COMPETENCIES Leadership • Customer Focus • Peer Relationships • ...

Banfield

Client Service Coordinator

Oakland, OR · On-site

$17.75 - $23.25/hr

... to support the needs of our wellness plan clients. • Provide professional, efficient and ... HIRING QUALIFICATIONS / COMPETENCIES Leadership • Customer Focus • Peer Relationships • ...

Banfield Pet Hospital

Client Service Coordinator

Tigard, OR · On-site

$16.16 - $20.66/hr

Passionate Customer Service Professional Needed. Must Love Pets. Banfield Pet Hospital - (Tigard ... We are committed to supporting our veterinary professionals and believe that addressing student ...

Banfield

Client Service Coordinator

Eugene, OR · On-site

$18.25 - $23.75/hr

... to support the needs of our wellness plan clients. · Provide professional, efficient and ... HIRING QUALIFICATIONS / COMPETENCIES Leadership • Customer Focus • Peer Relationships • ...

Banfield Pet Hospital

Client Service Coordinator

Bend, OR · On-site

$19 - $24.75/hr

... to support the needs of our wellness plan clients. • Provide professional, efficient and ... HIRING QUALIFICATIONS / COMPETENCIES Leadership • Customer Focus • Peer Relationships • ...

Banfield Pet Hospital

Client Service Coordinator

Eugene, OR · On-site

$18 - $23.50/hr

... to support the needs of our wellness plan clients. • Provide professional, efficient and ... HIRING QUALIFICATIONS / COMPETENCIES Leadership • Customer Focus • Peer Relationships • ...

Banfield

Client Service Coordinator

Portland, OR · On-site

$19 - $25/hr

... to support the needs of our wellness plan clients. · Provide professional, efficient and ... HIRING QUALIFICATIONS / COMPETENCIES Leadership - Customer Focus - Peer Relationships - Integrity ...

Banfield Pet Hospital

Client Service Coordinator

Portland, OR · On-site

$16.16 - $20.66/hr

... support the needs of our wellness plan clients. Provide professional, efficient and exceptional ... HIRING QUALIFICATIONS / COMPETENCIES Leadership Customer Focus Peer Relationships Integrity & Trust ...

Banfield Pet Hospital

Client Service Coordinator

Eugene, OR · On-site

$15.39 - $19.67/hr

... support the needs of our wellness plan clients. Provide professional, efficient and exceptional ... HIRING QUALIFICATIONS / COMPETENCIES Leadership Customer Focus Peer Relationships Integrity & Trust ...

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Showing results 21-40

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Customer Client Service Support information

Is remote customer client service support a stressful job?

Remote customer client service support can be stressful due to high call volumes, difficult customer interactions, and the need for strong communication skills. However, many employers offer flexible schedules and training to help manage stress levels. The job often requires patience, problem-solving, and the ability to stay calm under pressure.

What are two jobs that require customer client service support skills?

Customer Client Service Support skills are essential in roles such as customer service representatives and technical support specialists. These jobs require strong communication, problem-solving, and interpersonal skills to assist clients effectively and ensure customer satisfaction.

What cities in Oregon are hiring for Customer Client Service Support jobs?

Cities in Oregon with the most Customer Client Service Support job openings:

Client Service Associate

Portland, OR

Coldstream Wealth Management
Investment Management and Consulting Services • 51 - 200 employees
Learn more about Coldstream Wealth Managementexternal

$60K - $70K/yr

Full-time

Re-posted 18 days ago

Job description

If you're interested in starting a career in financial services, Coldstream has a fantastic opportunity to join one of our wealth management teams! As a Client Service Associate with a supportive team, you will learn the Registered Investment Advisor industry from the ground up and have multiple career paths to choose from.

Our team, formerly known as Cable Hill Partners, has been serving clients for over 11 years, helping them align their financial lives with their values, while ensuring our work reflects our own. We are a team of individuals who strive for excellence in everything we do, from how we show up for one another, to the way we deliver a thoughtful, high-quality client experience. In June of 2025 Cable Hill Partners merged with Coldstream, and now we are looking to grow our team.

Team members work from our SW Portland office Monday - Thursday 7:30-4:00pm and Fridays 7:30-2:00pm.

Specific responsibilities include:

  • Serving as a liaison between clients and custodians/investment managers, including managing client information and handling all cashiering and money movement requests
  • Scheduling and organizing client meetings and proactively preparing meeting materials in advance
  • Coordinating the new client onboarding process:
  • Opening brokerage accounts, establishing cashiering needs, setting up online reporting access
  • Updating cost basis, tracking required minimum distributions, reconciling account information
  • Sending and receiving documents to clients, their advisors, and investment custodians
  • Entering and maintaining client data and activity notes in our CRM system

  • 1-3 years of customer service experience and the desire to provide superior client service in a team-oriented environment (experience working in finance is a plus)
  • Interest in building a career in the wealth management industry
  • Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint; experience with Salesforce CRM and/or Tamarac portfolio accounting (or similar systems) is a plus
  • Excellent communication skills, including proper grammar and punctuation
  • Strong organizational skills and the ability to follow established processes consistently
  • Strong prioritization skills and the ability to manage multiple tasks independently
  • Excellent reliability
  • A Bachelor's degree is preferred due to future career path requirements