Top 124 Client manager Jobs in Portland Or

Client Relationship Associate
Ferguson Wellman Capital Management —Portland, OR
- From $70,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Profit sharing
- Health savings account
Quick Apply
18h
Case Manager - Employment Specialist
Lifeline Connections —Vancouver, WA
- $19.41 - $24.87 an hour
- Weekends as needed
- Clean driving record
- Mid-level
- Residential
- Paid holidays
- Disability insurance
Quick Apply
Manager - Client Experience / Human-AI Interaction Designer - Finance Operate
Deloitte —Portland, OR
- $128,000 - $252,000 a year
- Full-time
- 6 years
- Bachelor's degree
- Travel
Supportive Housing Case Manager
Compass Career Solutions —Vancouver, WA
- $23.00 - $25.65 an hour
- Weekends as needed
- Bilingual
- Writing skills
- Mid-level
- Paid training
- Health savings account
Quick Apply
Client Service Associate (CSA)
STANSBERRY ASSET MANAGEMENT, LLC —Camas, WA
- $60,000 - $70,000 a year
- Full-time
- Bachelor of Science
- Mid-level
- Office
Quick Apply
11d
Client Services Project Manager
Epiq Systems, Inc. —Beaverton, OR
- $90,000 - $115,000 a year
- Full-time
- Remote
- Microsoft Access
- Writing skills
- SQL
14d
Senior Customer Success Manager, Looker
Google —Portland, OR
- $135,000 - $196,000 a year
- Full-time
- Sales
- Office
- Bachelor's degree
- Paid holidays
- Disability insurance
12d
Client Service Manager
VCA Animal Hospitals —Clackamas, OR
- Full-time
- Mid-level
- Administrative experience
- Mentoring
- Health insurance
- Dental insurance
Client Manager - Group Benefits
Trucordia —Portland, OR
- $80,000 - $120,000 a year
- Full-time
- Hybrid work
- Data analysis skills
- Mid-level
- 3 years
- Health savings account
- AD&D insurance
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Account Manager
PixelSpoke —Portland, OR
- $85,000 - $90,000 a year
- Full-time
- Remote
- Mid-level
- 3 years
- Continuous improvement
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Client Services Associate Project Manager
Epiq Systems, Inc. —Beaverton, OR
- $70,000 - $75,000 a year
- Weekends as needed
- Remote
- Data analysis skills
- Mid-level
- Bachelor's degree
7d
Client Manager - Employee Health & Benefits
Marsh McLennan Agency-Northwest —Beaverton, OR
- Full-time
- Mid-level
- Office
- Quality control
- Profit sharing
- Paid parental leave
Customer Enablement Manager, West
Evolv Technologies Inc. —Portland, OR
- $73,000 - $117,000 a year
- Weekends as needed
- Remote
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Client Success Partner
Upper Crust Food Service —Portland, OR
- Weekends as needed
- Microsoft Excel
- Mid-level
- Office
Quick Apply
4d
Customer Success Onboarding Manager - Spend Management
U.S. Bank National Association —Gresham, OR
- $98,345 - $115,700 a year
- Full-time
- 5 years
- Mid-level
- Office
- Paid holidays
- Disability insurance
13h
Customer Success Manager
Everseen —Portland, OR
- Full-time
- Hybrid work
- Up to 50% travel
- Inventory management
- 3 years
Client Services Manager
Northwest Bank —Lake Oswego, OR
- Full-time
- Microsoft Outlook
- 11+ years
- Office
Quick Apply
Event Services Client Account Manager
Allied Universal® Event Services —Portland, OR
- Overtime
- Military
- Mid-level
- High school diploma or GED
- AD&D insurance
- Paid holidays
Quick Apply
10d
Client Relations Specialist, Certification
LegitScript —Portland, OR
- $23 - $25 an hour
- Full-time
- Remote
- Research
- Mid-level
- Communication skills
- Paid holidays
- Health insurance
Quick Apply
Premier Client Success Manager
Office Ally —Vancouver, WA
- $55,000 - $65,000 a year
- Remote
- Bachelor's degree
- Travel
- Senior level
12d

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client manager jobs near portland or

Client Relationship Associate

Ferguson Wellman Capital Management -
Portland, OR

Quick Apply

Job Details

Full-time
From $70,000 a year
18 hours ago

Benefits

Profit sharing
Health savings account
Disability insurance
Health insurance
Dental insurance
401(k)
Tuition reimbursement
Paid time off
Parental leave
Employee assistance program
Vision insurance
401(k) matching
Professional development assistance
Life insurance
Retirement plan

Qualifications

Administrative experience
Bachelor's degree
Attention to detail
Calendar management
Client services
Time management

Full Job Description

About Ferguson Wellman

Founded in 1975, Ferguson Wellman Capital Management is a privately owned registered investment advisory firm established in the Pacific Northwest. The firm manages over $10.6 billion for 1000 clients, including individuals and families; Taft-Hartley and corporate retirement plans; and endowments and foundations with portfolios of $4 million or more. West Bearing Investments, a division of Ferguson Wellman, serves clients with assets starting at $1 million or more (data as of December 31, 2025).

About the position

The Client Relationship Associate position is a full-time position, including benefits and is located in Portland, Oregon. The ideal applicant should be passionate about providing a positive client service experience while developing and maintaining those relationships. This position may be filled at the CRA, Lead CRA or Senior CRA level, depending on the candidate’s experience and qualifications. While core responsibilities remain consistent, expectations increase with level, including greater independence, leadership and contribution to strategic and cross-functional initiatives.

Responsibilities:

Compile information and prepare account paperwork for new and existing clients
Maintain and update information in CRM database according to firm standards
Prepare meeting and quarterly client reports
Assist clients with annual IRA distributions, provide tax information, facilitate gifting, and satisfy money movement requests (wires, checks, transfers)
Provide administrative support to portfolio managers as needed
Build relationships with clients and maintain proactive communication
Monitor manager calendar, travel arrangements, and schedule client meetings
Attend client meetings at the manager’s request
Travel may be required

Qualifications:

Strong communication skills, both written and verbal
Superior attention to detail and follow through
Strong organizational and time management skills
Proficient in Microsoft Office, Schwab Advisor Services platform, DocuSign, CRM
Experience working in a fast-paced, highly professional environment
College degree with 3-5 years financial industry experience preferred
Team player with the ability to manage projects, solve problems and meet deadlines

Compensation and Benefits:

Salary to be consistent with experience and potential, with typical starting salary from $70,000 to $80,000. This role may be filled at multiple levels, compensation will vary accordingly.
Benefits for this non-exempt position, includes an annual discretionary bonus, profit-sharing contribution, insurance (medical, dental, vision, life and long-term disability), personal time off (PTO) and remote work days (RWD), donation reimbursement, tuition reimbursement, Costco membership and paid monthly parking

Ferguson Wellman recruits, employs, trains, compensates, and promotes regardless of race, color, religion, national origin, gender, gender identity or expression, sexual orientation, disability, age, veteran status, and other protected status as required by applicable law.

Please include a cover letter along with your resume.

Job Type: Full-time

Pay: From $70,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Professional development assistance
Retirement plan
Tuition reimbursement

Compensation Package:

Bonus opportunities

Education:

Bachelor's (Preferred)

Experience:

Client Services: 3 years (Required)
Financial Industry: 2 years (Required)

Work Location: In person

Quick Apply

Refine Your Search

client manager jobs in portland or

Client Relationship Associate

Case Manager - Employment Specialist

Manager - Client Experience / Human-AI Interaction Designer - Finance Operate

Supportive Housing Case Manager

Client Service Associate (CSA)

Client Services Project Manager

Senior Customer Success Manager, Looker

Client Service Manager

Client Manager - Group Benefits

Account Manager

Client Services Associate Project Manager

Client Manager - Employee Health & Benefits

Customer Enablement Manager, West

Client Success Partner

Customer Success Onboarding Manager - Spend Management

Customer Success Manager

Client Services Manager

Event Services Client Account Manager

Client Relations Specialist, Certification

Premier Client Success Manager

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