Top 4 Client relations specialist Jobs in Corvallis, Or

Client Service Specialist
Spectrum Strategic Capital Management LLC —Corvallis, OR
- $23 - $26 an hour
- Full-time
- Mid-level
- Office
- Administrative experience
- Paid holidays
- Disability insurance
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11d

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Client Service Specialist
Spectrum Strategic Capital Management LLC —Corvallis, OR
Process client requests involving transfers, deposits, money movement, and account maintenance. This is an execution-focused role for someone who takes…
$23 - $26 an hour
Quick Apply
11d
Bilingual Customer Service Specialist (Spanish)
Sherwin-Williams —Corvallis, OR
Customer Service Specialists work closely with wholesale and retail customers to determine their needs, answer their questions about Sherwin-Williams products,…
$17 an hour
4d

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Client Service Specialist

Spectrum Strategic Capital Management LLC
Corvallis, OR

Quick Apply

Job Details

Full-time
$23 - $26 an hour
11 days ago

Benefits

Paid holidays
Disability insurance
Relocation assistance
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Vision insurance
Life insurance
Retirement plan

Qualifications

Customer communication
Interpersonal skills
Administrative experience
Attention to detail
Client services
Office experience

Full Job Description

Client Service Specialist (CSS)

Full-Time | In-Office | Corvallis, Oregon
$23.00-$26.00 per hour

Spectrum Strategic Capital Management is seeking an experienced Client Service Specialist (CSS) to support client service, account administration, and day-to-day operations within a boutique investment advisory and financial planning firm serving high-net-worth and institutional clients.

This is an execution-focused role for someone who takes ownership of client requests, manages workflows through completion, and values accuracy, responsiveness, and follow-through.

Responsibilities

Manage new-client onboarding and account-opening workflows.
Prepare account applications, agreements, and electronic-signature packages.
Process client requests involving transfers, deposits, money movement, and account maintenance.
Resolve Not In Good Order (NIGO) items and track outstanding requirements through completion.
Maintain accurate client records and workflows within the firm’s Customer Relationship Management (CRM) and operating systems.
Communicate with clients and prospects regarding documentation, processing updates, and routine service requests.
Support quarterly reporting, billing, Required Minimum Distribution (RMD) monitoring, and special client-service projects.
Identify opportunities to improve workflows and operational efficiency.

Qualifications

Prior experience in financial services, investment advisory, wealth management, banking, insurance, office administration, or a similar professional client-service environment.
Experience with client onboarding, account opening, asset transfers, money movement, or custodial service workflows preferred.
Strong attention to detail, organization, and follow-through.
Professional verbal and written communication skills.
Ability to independently manage multiple workflows, deadlines, and client requests.
Comfort learning and using custodial, reporting, CRM, and electronic-document systems.
Ability to work full-time, in office, in Corvallis, Oregon.

Compensation & Benefits

$23.00-$26.00 per hour, based on experience and qualifications.
401(k) retirement plan.
Health, dental, and vision insurance.
Disability and life insurance.
Non-discretionary and discretionary bonus opportunities.
Paid time off and paid holidays.

The ideal candidate is dependable, professional, client-focused, and comfortable taking direct ownership of assigned responsibilities in a high-touch advisory environment.

Pay: $23.00 - $26.00 per hour

Benefits:

401(k)
Dental insurance
Flexible spending account
Health insurance
Life insurance
Paid time off
Relocation assistance
Retirement plan

Work Location: In person

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Client Service Specialist

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