Operations specialist jobs in Oregon - 284 jobs

Meta is seeking an experienced Logistics Operations Specialist to focus on Data Center Field and Warehouse operations. This person will be responsible for supporting the Site Logistics Operations Lead to develop and implement consistent processes and oversee third party logistics teams at their assigned data center. This position requires communication skills, collaboration, prioritization skills, a proven track record exposed to process analysis and optimization, the understanding of logistics processes and systems, and experience with data analysis and logistics operations. Minimum Qualifications * Bachelor's degree in supply chain, operations management, business management and/or any other business-related field, or equivalent work experience * 5+ years logistics experience overseeing operations, team performance, and SLA adherence * Experience working independently, prioritizing, and managing one's time * Experience with ERP, TMS, CMS, WMS systems - Oracle, Excel or any other analytics tools * Communication, problem solving, and interpersonal experience Preferred Qualifications * Experience handling project management responsibilities (prioritization, planning, scheduling, status reporting) * Knowledge in Supply Chain process from Procure-to-Pay * Experience in business analysis/program management * Knowledge with Supply Chain and Inventory management models * Experience in a data center environment * Experience in cross-functional projects across multiple teams Responsibilities * Oversee logistics operations at assigned data center site to ensure operations are performed within the 4S standards (Safety, Security, SOX compliance, Stakeholders) * Proactively and continuously monitor site logistics operations to identify gaps and create remediation plans as needed * Plan and coordinate with third party logistics provider lead at the assigned data center to ensure site logistics requirements are met or exceeded. Work closely with third party lead to develop logistics support plans to include inventory accuracy, inventory movement and distribution, server rack movements, shipping and receiving, and any other processes as needed * Identify gaps in operations and present solutions to standardize operations across Meta data center sites * Develop, refine, and maintain documentation that captures and distributes the processes and policies for executing safe, effective, and efficient logistics operations within Meta data centers * Build and support cross-functional relationships with internal partners drive effective communication channels supporting operations management * Help produce monthly audits of compliance to ensure meeting all inventory controls * Support month/quarter and year end requirement to ensure appropriate financial reporting * Enable and support leaders to understand business requirements, implement new processes and contribute to ongoing process improvements * Drive inventory reconciliation process to identify risk, manage obsolescence, and correct errors impacting inventory movement * Identify and implement process improvement and efficiency efforts at assigned data center and warehouse locations * Raise the visibility of IBOS field issues that require better systemic controls to central logistics for the development of improved processes * Work with field leads, vendors and contract labor to develop and execute action plans in the implementation of these new processes * Partner with other Site Logistics Operations Specialists to share best practices, knowledge share, and drive efficiencies * Monitor metrics highlighting performance and trends within the data center field and warehouse operations * Support the execution of Sarbanes-Oxley requirements, analyze discrepancies and assist teams to develop root cause corrective actions and trend improvements * Help define and manage ongoing KPIs to measure process compliance and logistics operations performance * Partner in developing shared solutions when inconsistencies are identified * 10% travel required About Meta Meta builds technologies that help people connect, find communities, and grow businesses. When Facebook launched in 2004, it changed the way people connect. Apps like Messenger, Instagram and WhatsApp further empowered billions around the world. Now, Meta is moving beyond 2D screens toward immersive experiences like augmented and virtual reality to help build the next evolution in social technology. People who choose to build their careers by building with us at Meta help shape a future that will take us beyond what digital connection makes possible today-beyond the constraints of screens, the limits of distance, and even the rules of physics. Equal Employment Opportunity Meta is proud to be an Equal Employment Opportunity employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, genetic information, political views or activity, or other applicable legally protected characteristics. You may view our Equal Employment Opportunity notice here. Meta is committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or an accommodation due to a disability, fill out the Accommodations request form.

Here at Savista, we enable our clients to navigate the biggest challenges in healthcare: quality clinical care with positive patient experiences and optimal financial results. We partner with healthcare organizations to problem solve and deliver revenue cycle improvement services that enable their success, support their patients, and nurture their communities, all while living our values of Commitment, Authenticity, Respect and Excellence (CARE). Job Purpose The Client Operations Specialist works closely with client partners and internal Savista teams to support revenue cycle operations, ensure effective communication, and help address issues promptly. This role contributes to maintaining service quality, supporting performance objectives, and driving continuous improvement initiatives that enhance cash performance, prevent revenue leakage, and promote compliance. Work Schedule and Location: Work Hours: Full time, salaried-exempt position. Schedule flexibility required to meet business needs. Primary Location: This position requires daily onsite presence at the client facility. Bay Area Hospital - 1775 Thompson Road, Coos Bay, OR 97420 Key Responsibilities Serve as the first point of contact and day-to-day liaison for assigned client account, collaborating closely with internal teams and client partners to ensure smooth workflow and service delivery. Partner closely with internal operational leaders and client representatives to track and address client inquiries. Coordinate follow-up, escalations, and requests for information to ensure timely and accurate resolution. Review and monitor revenue cycle performance metrics (KPIs, SLAs, dashboards) to identify trends, support data-driven decisions, and drive continuous improvement. Prepare and deliver client updates, operational summaries, and business reviews. Actively participate in meetings, huddles, and site walk-throughs to maintain alignment and clear communication. Support the implementation of new initiatives, technologies, or workflow changes at client sites. Share feedback with internal teams, identify best practices, and contribute to process improvements across client accounts to improve overall service delivery. Foster strong, professional relationships with client partners, promoting collaboration and a positive representation of Savista. Maintain up-to-date knowledge of relevant revenue cycle operations, policies, and compliance standards. Required Qualifications Bachelor's degree in Business, Healthcare Administration, or a related field. Equivalent experience may be considered. 3-5 years of experience in healthcare revenue cycle operations, with demonstrated experience in client account management or client-facing operational support. Experience utilizing systems like EPIC, Cerner, or Meditech Strong interpersonal, communication, and relationship-building skills to foster collaboration with clients and internal teams. Strong ability to manage multiple priorities in a fast-paced, client-focused environment. Analytical mindset with the ability to interpret performance metrics, identify trends, and support data-driven improvements. Self-starter who takes ownership of assigned tasks, follows them through to completion, and actively seeks opportunities to improve processes and outcomes. Basic understanding of hospital and physician revenue cycle functions (billing, collections, A/R, denials, etc.). Proficiency in Microsoft Office Suite High level of professionalism, discretion, and attention to detail when handling confidential information. Savista is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $70,000 to $90,000. However, specific compensation for the role will vary within the above range based on many factors including but not limited to geographic location, candidate experience, applicable certifications, and skills. SAVISTA is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, age, veteran status, disability, national origin, sex, sexual orientation, religion, gender identity or any other federal, state or local protected class. California Job Candidate Notice

Purpose The Operations Specialist II intake position will be responsible for processing, setting up, ordering title, and sending FDCPA letters on foreclosure, eviction, national foreclosure, and other default related referrals. These tasks must be performed with extremely high accuracy and within the client specified SLAs. Specific Duties, Activities and Responsibilities On-board client referrals Prepare all foreclosure FDCPA Letters Data entry and data interpretation Retrieve, upload, and review mortgage documents Understanding judicial and non-judicial foreclosure setup requirements Review payment history of loan from servicer Order Title Searches and monitor for receipt Review and prepare Demand/Breach letters Communicate with clients via email and clients systems Assist with other duties and special projects as needed. Job Requirements Bachelor's Degree Required - any field Default/Foreclosure/Title knowledge preferred BKFS, Tempo and, Equator experience highly preferred Proficiency with Excel and other Microsoft Office products Ability to manage and prioritize large caseload Ability to type at least 60 WPM General Competency Factors Must be proficient in software tools, including but not limited to Word, Excel, Outlook, and the Internet. Must possess strong written and verbal communications skills. Must provide excellent customer service to internal and external customers Identifies and solves issues in a timely manner. Must be a team player and willing to help others in their department whenever necessary. Must be extremely organized and be able to multi-task. Conscientious with respect to work completion, deadlines, time management and attendance. Takes initiative in face of obstacles and identifies what needs to be done and takes action. Demonstrates commitment to Firm's vision, mission, and core values. Analytical and detail oriented, while working at a fast pace and capable of multi-tasking. Develops professional relationships and builds rapport with others. Overall good work ethic and willingness to adapt to change.

As an Operations Specialist you will work in an innovative and progressive team assisting in tracking, developing and executing key initiatives within the Quality organization. Qualifications Assist with project planning Assist with accomplishing initiative deliverables Attend stakeholder and partner meetings and assist with determining deliverable requirements Prepare project organization and communication plans Track and report on the progress and quality of deliverables Effectively and accurately communicate with teams, stakeholders and partners Maintain a risk and decision log Communicate ideas and recommendations for improving processes Help evangelize initiatives and assist with training on new processes or tools Monitor adoption of new processes or technologies Education, experience and skills: Bachelor degree in Information System, Computer Science or equivalent experience working in those industries Proven experience supporting the delivery of organizational initiatives in the IT or software development industries Familiarity with agile software development methodologies Outstanding presentation, reporting and communication skills Strong organizational skills Ability and willingness to quickly learn new tools and systems Additional Information All your information will be kept confidential according to EEO guidelines.

YMCA of Columbia-Willamette Reports to: Chief External Affairs Officer (CEAO) Direct Reports: None FLSA Status: Exempt Pay: $58,000-$65,000 The Philanthropy Operations Specialist strengthens the YMCA of Columbia-Willamette's mission by serving as the operational and data governance lead for philanthropy systems, donor accuracy, stewardship workflows, and cross-department coordination. Reporting to the Director of Philanthropy, this exempt specialist role maintains disciplined data integrity, ensures reliable CRM workflows, and supports the association's modernization efforts. The Specialist ensures accurate donor and gift information across Virtuous, Daxko CRM, Daxko Engage, and Crescendo; designs operational workflows for acknowledgments, stewardship, and monthly giving; and partners with Finance to support coding accuracy and batch readiness. The role collaborates with Marketing, IT, and regional teams to deliver consistent donor experiences and data-informed insights. As the primary internal owner of philanthropy data standards, workflow implementation, and integration hygiene, the Specialist applies judgment in operational decisions, resolves data discrepancies, recommends coding solutions for leadership approval, and maintains data quality that informs fundraising strategy. The Specialist upholds high standards of confidentiality, accuracy, and equity-centered practices in support of the Director of Philanthropy, CEAO, and CEO. Key Responsibilities Donor Data Integrity & CRM Operations Maintains accurate donor and gift data across Virtuous, Daxko CRM, Daxko Engage, and Crescendo, ensuring the reliability needed for informed decision-making. Conducts regular data hygiene reviews, cleanup cycles, documentation of workflows, and monitoring of multi-system integrations. Monitors integration hygiene across CRM systems, identifies discrepancies, resolves issues within scope, and coordinates solutions with IT and Finance when needed. Designs and maintains standardized data entry procedures and operational workflows that support consistency across branches and departments. Builds reports, queries, lists, and dashboards that support the portfolios of the Director of Philanthropy, CEAO, and CEO with professionalism, discretion, and accuracy. Ensures correct donor coding (fund, campaign, appeal, package), accurate batch preparation, and clean pre-reconciliation handoffs to Finance. Owns accuracy and completeness of all pre-batch data and makes coding determinations within established standards, escalating exceptions to the Director of Philanthropy or Finance as appropriate. Tracks pledges and recurring gifts, ensuring integrity of commitments and timely updates. Prepares donor records for year-end tax statements with a commitment to accuracy and risk mitigation. Upholds confidentiality of donor information, financial data, and executive portfolios. Stewardship Administration & Donor Experience Executes timely acknowledgments, tribute notifications, stewardship letters, and inclusive donor recognition touchpoints. Implements and maintains operational stewardship workflows that support accuracy, timely follow-through, and consistent donor experiences across regions. Coordinates stewardship calendars established by the CEAO, ensuring all donor touchpoints (welcome series, birthdays, anniversaries, holiday outreach) are executed consistently and equitably. Prepares segmented lists and mailing data aligned with list criteria selected by the Director of Philanthropy. Drafts donor stewardship content aligned with the Director of Philanthropy's donor communications strategy and Marketing brand standards, with final approval from the Director of Philanthropy or CEAO. Provides donor service support for technical or logistical giving questions, recurring gift adjustments, and general inquiries. Provides accurate donor data and stories for the Annual Report, storytelling materials, and board reporting packets. Applies the Y's equity commitments to ensure segmentation, naming conventions, communication lists, and donor touchpoints reflect inclusion, respect, and belonging. Identifies opportunities to strengthen donor experience workflows and recommends improvements to the Director of Philanthropy based on data trends, donor feedback, or system needs. Monthly Giving Program Leadership Leads the execution, refinement, and measurement of the association's monthly giving program. Designs donor journeys, stewardship plans, upgrade strategies, and segmentation tests, with approval from the Director of Philanthropy or CEAO when strategy-level decisions are required. Analyzes retention, upgrade, churn, and engagement patterns, providing insights that strengthen fundraising strategy. Serves as primary point of contact for monthly donors, ensuring outstanding service and accurate account updates. Documents improvements, tests new approaches, and contributes learnings to broader modernization efforts. Implements operational procedures and workflows that support a strong monthly donor experience, including recurring gift adjustments, payment updates, and accurate data capture across CRM systems. Identifies risks impacting monthly donor retention and recommends operational or messaging adjustments to the Director of Philanthropy. Campaign, Event, & Portfolio Support Supports annual and targeted campaigns by preparing segmented lists, running reports, coordinating vendors, and ensuring data accuracy. Supports portfolio moves management for the Director of Philanthropy, CEAO, and CEO through timely donor profiles, giving histories, and research insights. Provides event support through list creation, materials preparation, seating assignments, and onsite logistical coordination. Coordinates vendors for events and campaigns with leadership approval), ensuring timely and accurate production. Supports the Director of Philanthropy's event and corporate partnership strategies through accurate data preparation, operational follow-through, and clean donor tracking. Leads operational planning for event-focused committees by preparing materials, coordinating logistics, and ensuring committee work aligns with data accuracy, timelines, and donor experience standards set by leadership. Maintains event and campaign data integrity across CRM systems and identifies discrepancies or risks that could impact revenue reporting, stewardship, or donor experience. Prepares clean, accurate campaign and event reports that support leadership decision-making, revenue tracking, and portfolio movement. Reporting, Analysis, & Continuous Improvement Prepares accurate donor reports, summaries, and dashboards for leadership, board reporting packets, and the Annual Report. Supports grant reporting data pulls, fundraising forecasting, and case-building efforts through accurate donor and giving analytics. Monitors stewardship completion rates, donor retention trends, recurring giving stability, and data accuracy metrics. Identifies data irregularities, integration issues, or coding concerns and recommends corrective actions to the Director of Philanthropy or Finance as appropriate. Develops and maintains reporting procedures and documentation that ensure consistency, clarity, and alignment with philanthropy data standards. Identifies process improvements and contributes directly to CRM modernization, operational alignment, and workflow clarity. Tests new CRM features, workflow updates, and integration enhancements, providing feedback that supports modernization and cross-department readiness, developing and maintaining appropriate SOPs. Cross-Functional Coordination Coordinates association-wide adherence to donor data standards established by the CEAO and Director of Philanthropy. Partners with regional staff and membership teams to maintain clean data flow and address data inconsistencies collaboratively. Coordinates with Marketing to align donor lists, communications, and stewardship content with brand and equity standards. Coordinates with Finance on batch preparation, gift accuracy, pledge tracking, and year-end donor data. Coordinates with IT on system tickets, integration needs, and CRM improvements. Serves as the operational lead for implementing donor data procedures, ensuring staff across departments follow consistent workflows and understand their roles in data integrity. Provides guidance, troubleshooting, and training for staff who interact with donor data, supporting consistent adoption of data standards and CRM best practices through creation and maintenance of related SOPs. Assists in building internal capacity by sharing data best practices and simple CRM guidance with staff as needed. Represents philanthropy operations within cross-department meetings or modernization efforts when operational clarity, data governance, or integration alignment is needed. Additional Responsibilities Performs additional duties as assigned that align with philanthropy operations, donor data integrity, stewardship workflows, and CRM systems support. Salary Description $58,000-$65,000

Are you enthusiastic, passionate about travel, skilled at problem-solving, and experienced in leading teams? Do you want to be part of a growing, customer-focused company as an Operations Specialist? At Tailwind, you'll have the opportunity to become a key member of a team dedicated to delivering exceptional service to guests from around the world. This role is ideal for an individual with strong management experience, including both front-of-house and back-of-house restaurant operations, familiarity with POS systems, and the ability to work a flexible schedule. Veterans and military family members encouraged to apply! Roles & Responsibilities: Review of location cost of goods and labor numbers and assisting senior level Operations Managers with creation of action plans to improve them. Conduct onsite visits to assess current location process and create new structures to improve quality control, customer service, and employee engagement. Assist operations team in opening, converting, and onboarding of location associates. Execute and implement new Tailwind initiatives at the direction of senior Tailwind level staff. Assist in the launching of new locations. Availability to spend extended time at Tailwind locations across the country for assistance of the operations when needed. All other task as assigned. Requirements: Ability to Travel at least 14 days per month. Background check required. Driver's License required due to multi-state travel. Real ID or Passport. Experience: 1-2 years of restaurant management experience is preferred. Food industry- 2 years. Location: Multiple locations Corporate home base in Wilmington, NC Multiple locations nationwide. Schedule: Day shift Holidays Monday-Friday Weekend availability Benefits: 401k Health insurance Vision insurance Dental insurance Life insurance Paid time off Tailwind Concessions is an equal opportunity employer committed to creating a diverse and inclusive work environment. We do not discriminate based on race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age (40 or older), disability, or genetic information. We provide reasonable accommodations for individuals with disabilities in accordance with the Americans with Disabilities Act (ADA). If you require any accommodations during the application process, please contact our HR department.

Responsible for all aspects of terminal operations including, but not limited to, the safe and efficient transfer of petroleum products between barges, ships, tanks, trucks and railcars. Creating and submitting of reports to all levels of management within the company as well as to external vendors and customers. Responsibilities The job responsibilities include, but are not limited to the following: Must follow and enforce all safety rules, OCIMF best practices for Terminal and dock operations. Communicate with barge/tanker crews; railroad and truck drivers; and other dock personnel to ensure that each person participating in the transfer of the product understands what the product is and how it should be transferred and protected. Establish volumes to receive or load with person in charge of vessel, barge Perform all operations according to company policies, United States Coast Guard and environmental regulations. Monitor product level in tanks, operate cargo pumps, tank/pipeline valves, hydraulic boom, forklift, air compressor, product blender, boom boat and boiler. Perform transferring of dangerous liquid on vessels as regulated by the USCG. Assist securing barge lines. Complete bills of lading and declaration of inspection Comprehensive terminal general and preventative maintenance to include day to day cleaning, the tracking and performing of annual testing requirements and reporting of defective equipment as needed Perform regular maintenance in the terminal. Hydrostatic testing of cargo hoses and piping. Take and label samples from barges, trucks, rail as required by quality control. Qualifications Knowledge of proper procedures with respect to gauging and temperature readings. Working knowledge of pipelines, tanks valves, mixers, blender and relief valves. Must also have knowledge of utility systems, such as steam tracing and steam coils. Ability to safely load and receive specific amounts of product. Working knowledge of dock, dock pipelines, risers, crane, hose handling, firefighting equipment Must have excellent verbal and written communication skills Knowledge and ability to perform procedures for operating the fuel oil blender. Ability to utilize gauge readings to perform mathematical conversions from gross measurement to net and metric ton measurements and vice versa. Boater safety certification for use of the boom boat. Must be able to understand and use information contained in product information cards and material safety data sheets. Ability to get along with vessel crews and co-workers. Possess a valid driver's license for operation of any of the company's vehicles. TWIC Transportation Workers Identification Credential. Or ability to obtain EDUCATION/TRAINING: Knowledge of job description and ability to perform all functions of a terminal operator. Knowledge of emergency procedures in the event of accident, fire or spills. Knowledge of evaluating pre-arrival vessel compliance per terminal requirements. Basic computer skills to include working knowledge of MS Word and MS Excel. Successfully pass the dock operator test. PIC (person in charge) training Hazmat/Hazwoper training First aid and CPR Security training Storm water planning Boiler training Rail/hazmat DOT railcar training Oil sample testing MARPOL sampling procedures Job Condition and Environment Ability to pull heavy lines/hoses, lift, carry heavy items, climb ladders, bending and twisting. Ability to work independently and without direct supervision. Must be physically fit to perform all essential physical demands of this job safely and tolerate long hours during transfers. Will be working outdoors, on the dock, on rail cars, exposed to all weather conditions (rain, ice, snow, heat, wind, etc.) and in lab with quality testing equipment and with computer programs. Expected Hours of Work Ability to adapt to a variety of schedules and hours Able to work weekends, holidays, and at night. Willing to take call outs. Company Overview Centerline Logistics is a leading provider of marine transportation services in the United States. Centerline Logistics operates on the United States West Coast (including Alaska and Hawaii), United States East Coast (including Puerto Rico), the United States Gulf Coast and the Mississippi River System. Services provided include the transportation and storage of petroleum products, tanker escort, ship assist, the transportation of general cargo and rescue towing. Centerline Logistics is the parent company of eight businesses specializing in marine services and a bulk liquids terminal business. Centerline Logistics provides accounting, administrative, human resources, safety and environmental services, and other support to the subsidiary companies. The Company offers Medical, Dental, Vision, Life and AD&D options to our employees and their eligible dependents after meeting Company requirements. 401(k) options, Disability Insurance, sick pay, vacation pay, 10 paid holidays per calendar year (subject to work schedule) and Healthcare and/or Dependent Care FSAs are also available to our employees after meeting Company requirements. All benefits information may be subject to change based on any current or updated benefit plan year changes and/or Collective Bargaining Agreements. We are an Equal Employment Opportunity and Drug Free Work place. Pre-employment drug testing is required.

Are you a team player with an eye for details and a passion for customer service? The City of Eugene, Municipal Court is a highly team focused, customer service centered, and diversity minded group, and is recruiting to hire four Court Operations Specialist A to join our team and create an eligibility list for future vacancies. The Court Operations Specialist A positions provide judicial support and compassionate customer service, as well as perform a variety of clerical administrative duties. For more information on the City of Eugene Municipal Court please visit our site, here. THIS POSITION WILL BE OPEN FOR SIX MONTHS OR UNTI FILLED Applications will be reviewed monthly. First round of interviews is expected to be held the week of Nov. 10, 2025 Accepting Online Applications Only Information on How to Apply Classification: Court Operations Specialist A Salary: $23.01 - $28.63 Hourly / $47,860.80 - $59,550.40 annually The City of Eugene determines starting pay within the range based on relevant education and experience as provided by the applicant in their application materials. This process is consistent with the Oregon Equal Pay Act (OEPA). You can learn more about our process at our How to Apply page. Department/Division: Central Services / Municipal Court Union Representation: American Federation of State, County and Municipal Employees (AFSCME) Work Location: Onsite - Municipal Court Building, 1102 Lincoln Street, Eugene, OR 97401 Schedule: Monday - Friday, 7:30a.m. - 4:30p.m. with the flexibility per business need Benefits: The City of Eugene offers robust and competitive benefits. For more info, click the Benefits Tab, or visit this summary page as well as this benefits package page. Bilingual Pay Benefit: This position qualifies for up to an additional 5% of base salary for bilingual pay. Please see "Supplemental Information" at the end of the posting for more information. Living & Working in Eugene: For more information on living in Eugene, how the City of Eugene operates, and more, visit this page. * Provides detailed information to City staff, other agencies, and the public regarding case related functions, requiring thorough knowledge of court regulations, policies, and procedures. * Explains proper methods for completion of court documents and forms to defendants and the public; reviews incoming forms and correspondence for accuracy and completeness. * Organizes, maintains, and retrieves court documents for judges, attorneys, staff, and the public. * Prepares correspondence to notify defendants of plea dates, inquiries about cases, and payment of moneys owed to court. * Checks in defendants for court hearings and verifies that the judge receives the correct court papers. * Initiates and processes removal of suspension orders, warrants and release of defendants from custody. * Assists judge in the courtroom; records all case dispositions during court proceedings; and collates completed files. * Coordinates the daily preliminary docket process. * Provides support and back up to all other team functions. * Responds to telephone and in-person inquiries from the public and other agencies. * Organizes and maintains court trial calendar for jury and non-jury trials, hearings, or arguments; coordinates juror activities. * Completes standard letters to notify defendants of dates, hearings and other court activities; processes requests for court appointed attorney and other documents. * Verifies that judges receive correct court papers for hearings. * Develops and maintains accurate and timely record-keeping systems and databases; assures inclusions of all pertinent information; assures compliance with court records requirements. * Maintains security and custody of court records; complies with public record law and court procedures in the release of information to the public. * Prepares and proofs forms, letters, court documents, orders, statistical reports and other documentation. * Composes correspondence in accordance with established procedures or instructions. * Monitors and processes court referrals for various court programs. * Processes a variety of court documents, including sentence orders, motions, orders, appeals, and in-custody papers. * Supports and respects diversity in the workplace. * Cross-trains and/or rotates into any other Court Operations Specialist A position as needed. * Performs other related duties as assigned. To view detailed information on the duties, knowledge, and abilities that may be expected for this position, please see the classification: Court Operations Specialist A Studies have shown that women and people of color are less likely to apply for jobs unless they believe they are able to perform every task in the job description. We are most interested in finding the best candidate for the job, and that candidate may be one who comes with relevant transferrable skills from a variety of sources and experiences. If you are interested in applying, we encourage you to think broadly about your background and skill set for the role. When screening your application, the City will consider an equivalent combination of relevant education and experience which provides the applicant with the knowledge, skills, and abilities required to meet minimum qualifications for this position. Minimum Qualifications Experience Two (2) years of administrative or clerical experience, preferably in court/legal setting, social work/social services, payment processing, including work with vulnerable populations and/or complex public interactions. Education * High School diploma or G.E.D. equivalent. * Preference for fluency in Spanish language may be given. * Course work or experience in court/law/bookkeeping preferred Background Must pass a criminal background check. The ideal candidate will have the following Knowledge, Skills, Abilities: Knowledge * Court documents, policies, procedures, and legal requirements relating to area(s) of assignment, or ability to learn within a reasonable period of time. * Regulations, statutes, procedures, and policies as applicable to municipal court operations, or ability to learn within a reasonable period of time. * Record-keeping processes and procedures. * Business English, spelling, punctuation, and basic math. * General computer skills and the ability to toggle between several different software systems (Word, Case Management Systems, LEDS, TEAMS, Virtual Court Software, etc.) Skills and Abilities * Clearly and accurately interpret court documents, policies, and procedures. * Effectively communicate accurate information both orally and in writing. * Work effectively as a team member, utilizing good judgment and effective communication skills. * Interact tactfully and effectively with the public in stressful and potentially confrontational situations. * Make decisions based on regulations and established policies and procedures. * Work independently, quickly, and accurately with close attention to detail in an atmosphere of frequent interruptions and changing priorities. * Obtain LEDS certification or ability to obtain within 90 days of hire. * Establish and maintain complex filing and record-keeping systems; skill in alphanumeric filing. * Complete data entry efficiently and accurately. * Operate standard office equipment such as computer terminal, calculator, and photocopier. * Efficiently navigate typing in a fast paced environment. * Multi-tasking in a computer setting. Maintain confidentiality and meet security requirements. Working Conditions * This level has a work environment with varying levels of risk mitigation measures. Possible exposure to personal and health risks, hazards or obstacles. Job conditions are usually comfortable, with only seldom issues of temperature change, or incident of noise. * Frequent challenging and complex interactions with hostile and aggressive court patrons due to trauma, housing status, mental illness and/or substance abuse, these interactions may take place in-person, on the phone, and/or via email. * The work schedule is stable and often does not fluctuate, but has the occasional need for overtime or after-hours work. * Requires minimal physical effort such as extended periods of standing may be required. Must be able to occasionally lift, move or carry objects up to 25 pounds, light lifting, carrying or movement, etc. * Work includes a variety of daily use of computer and office equipment. What to Expect from our Selection Process: Applicants are screened based upon their relevant knowledge, abilities, skills, experience, and training. The selection process varies according to the position and can include such things as screening of supplemental questionnaires, written or skill tests, ability or fitness tests, interviews, and assessment processes. In addition, background investigations and records checks may be required. Some positions also require applicants to have a psychological evaluation and/or physical examination and a drug test prior to employment. Marijuana use is evaluated consistent with current state law regulations. PLEASE NOTE: Once the posting closes, the process can take 4-6 weeks to complete. Eligibility List: This posting will be used to establish an eligibility list of applicants for future vacancies. Candidates that are placed on the eligibility list will be notified via email which will include the duration of the list and how notification of call up will occur. Bilingual Pay Benefit: Per the AFSCME contract, the City shall pay an employee an additional five percent (5%) for a required intermediate or advanced level competency. To qualify for bilingual pay, the employee must have demonstrated fluency in the required language and successfully pass a fluency examination administered by the City's Employee Resource Center division. Diversity, Equity, and Inclusion: The City of Eugene is committed to a respectful work environment. We value the cultural, educational, and life experiences of each employee. We believe that a diverse workforce enables us to deliver culturally responsive services to all members of our community. As part of our commitment to diversity, equity, and inclusion we desire to welcome, respect, and create a sense of belonging for a wide range of identities and experiences in our workforce. Women, people with disabilities, and persons of color are strongly encouraged to apply. The City of Eugene complies with the Americans with Disabilities Act of 1990. Any applicant with a qualified disability under the Americans with Disabilities Act may request accommodation by contacting an employment coordinator at **************. In compliance with the Immigration Reform and Control Act of 1986, the City of Eugene will request all eligible candidates who accept employment with the City to provide documentation to prove they are eligible for employment in the United States.

Department: CAS College and Career Advising Classification: Administrative Program Assist Appointment Type and Duration: Regular, Ongoing Salary: $20.98 - $31.63 per hour FTE: 1.0 Review of Applications Begins January 2, 2026; open until filled Special Instructions to Applicants A complete application should include: 1. A current resume/CV 2. A cover letter explaining your interest in this role and how your skills and experience meet the minimum and preferred qualifications. Let us know what is meaningful to you about the role and what transferable skills or other qualities you would bring 3. Three (3) professional references with contact information We are interested in finding the best candidate for the position. We encourage you to apply, even if you don't think you meet every one of our preferred qualifications. Department Summary The College of Arts and Sciences has nearly 50 departments and programs, spanning the Humanities, Natural Sciences and Social Sciences and comprises about two-thirds of all faculty, graduate students, and undergraduate majors on campus. Advising is integral to the understanding of teaching and learning mission of the University of Oregon. The College of Arts and Sciences (CAS) committed to providing personalized, timely, and accurate academic and career guidance that advances the college's liberal arts mission by: • Teaching students how to navigate university, college and department processes and access campus resources. • Engaging with students in exploration of their interests, goals, and values in alignment with future endeavors. • Supporting students in making timely progress on their chosen course of study including core education, major and/or minor, co-curricular activities, and experiential learning. Position Summary The Intake and Operations Specialist reports to the Associate Director and assists with operations by managing the daily operational and logistical needs of the unit. The position is primarily responsible for providing student intake/screening for the largest academic college. They must manage a high-volume of student appointments and questions, and as necessary, the Intake and Operations Specialist disseminates general academic advising information and refers students to faculty/departmental advisors, academic support services, and other resources as appropriate. This position tracks trends, policies, and procedures, and in consultation with the Associate Director, recommends and implements changes to positively impact the student experience. The Intake and Operations Specialist establishes and maintains intake procedures, supports CAS Advising projects, and communicates regularly with student employees, advisors, and CAS Advising leadership. The Intake and Operations Specialist will develop a comprehensive knowledge of CAS majors and minors, University policies and procedures, and campus-wide resources. This position receives information and work requests from a variety of advising staff which requires the ability to prioritize and accomplish tasks in a timely, efficient, accurate and appropriate manner. Due to the often complex and sensitive nature of student information, exercising independent and sound judgement while maintaining confidentiality standards are of the utmost importance. The Intake and Operations Specialist supervises student staff. This position facilitates student employee training, and provides continued coaching, feedback, and professional development for student employee growth. The Associate Director and Intake & Operations Specialist work together to manage the student employee budget and facilitate the hiring and separation of student employees. This position will, as needed, assist the Office Manager in providing administrative support to the unit by preparing supply orders and providing other administrative support as needed. Minimum Requirements • Three years of office experience which included two years at full performance level and experience generating documents; and • Lead work responsibility or coordination of office procedures. Professional Competencies • Strong interpersonal and customer service skills to effectively interact with students, staff, faculty, and the general public. • Ability to relay complex policies and procedures to a diverse population of students. • Ability to learn new skills and tools quickly and independently. • Ability to multi-task effectively in a fast-paced, detail-oriented, and time-sensitive environment. • Flexibility and adaptability in a growing and changing organization. • Strong ability to manage team calendars and recommend necessary modifications to improve daily operations. • Strong ability to exercise independent initiative and sound judgment within general guidelines; demonstrated sensitivity and acumen to identify and escalate situations and decisions which require higher-level approval or consultation. • Discretion with access to sensitive and/or confidential information. • Demonstrated ability to advance diversity and inclusion efforts through their own actions and influencing the actions of others. Preferred Qualifications • Bachelor's degree. • Work experience in higher education. • Student supervision experience. FLSA Exempt: No All offers of employment are contingent upon successful completion of a background check. This is a classified position represented by the SEIU Local 503, Oregon Public Employees Union. The University of Oregon is proud to offer a robust benefits package to eligible employees, including health insurance, retirement plans, and paid time off. For more information about benefits, visit our website. The University of Oregon is an equal-opportunity institution committed to cultural diversity and compliance with the Americans with Disabilities Act. The University encourages all qualified individuals to apply and does not discriminate on the basis of any protected status, including veteran and disability status. The University is committed to providing reasonable accommodations to applicants and employees with disabilities. To request an accommodation in connection with the application process, please email us or call ************. UO prohibits discrimination on the basis of race, color, religion, national origin, sex, sexual orientation, gender identity, gender expression, pregnancy (including pregnancy-related conditions), age, physical or mental disability, genetic information (including family medical history), ancestry, familial status, citizenship, service in the uniformed services (as defined in federal and state law), veteran status, expunged juvenile record, and/or the use of leave protected by state or federal law in all programs, activities and employment practices as required by Title IX, other applicable laws, and policies. Retaliation is prohibited by UO policy. Questions may be referred to the Office of Equal Opportunity and Access. Contact information, related policies, and complaint procedures are listed here. In compliance with federal law, the University of Oregon prepares an annual report on campus security and fire safety programs and services. The Annual Campus Security and Fire Safety Report is available online.

Let's do great things, together! About Moda Founded in Oregon in 1955, Moda is proud to be a company of real people committed to quality. Today, like then, we're focused on building a better future for healthcare. That starts by offering outstanding coverage to our members, compassionate support to our community and comprehensive benefits to our employees. It keeps going by connecting with neighbors to create healthy spaces and places, together. Moda values diversity and inclusion in our workplace. We aim to demonstrate our commitment to diversity through all our business practices and invite applications from candidates that share our commitment to this diversity. Our diverse experiences and perspectives help us become a stronger organization. Let's be better together. Position Summary The Accounting Operations Specialist II - Payables will be responsible for processing, monitoring, coding payment requests to applicate general ledger accounts and paying suppliers, creditors and other miscellaneous payables. Maintain accurate payable and vendor files. Request stop payments and photocopies of checks for various departments within the company. This is a hybrid position based in Portland, Oregon. Pay Range $19.05 - $23.81 hourly (depending on experience) Actual pay is based on qualifications. Applicants who do not exceed the minimum qualifications will only be eligible for the low end of the pay range. Please fill out an application on our company page, linked below, to be considered for this position. ************************** GK=27765880&refresh=true Benefits: Medical, Dental, Vision, Pharmacy, Life, & Disability 401K- Matching FSA Employee Assistance Program PTO and Company Paid Holidays Required Skills, Experience & Education: High school diploma or equivalent. 2-4 year of accounting experience preferred. 1-2 years of high volume payable processing experience. Personal computer knowledge including Excel spreadsheets. Good understanding of internal controls surrounding the payables process and have knowledge of the appropriate approval levels. Banking experience a plus. Ability to take ownership of payables process and develop a good working knowledge of the various vendors and creditors. Strong understanding of balancing concepts. Strong analytical, problem solving, reconciliation, organizational, and detail orientation skills. Ability to work well under pressure, work with frequent interruptions, and shifting priorities. Maintain confidentiality and project a professional business image. Ability to come into work, on time and daily. Primary Functions: Responsible for processing all payables for Moda Health entities on a weekly basis, including inputting the invoices into our ERP system SAGE 100 and ensuring that the expenditures are coded to the appropriate general ledger account. Completes weekly check runs and answer questions and resolve comments from the controller. Input of vendor invoices and internal payment requests in SAGE 100. Maintains Accounting Operations department filing system via Content Manager for all paid invoices and accompanying documentation. Create positive pay files for uploading to U.S. bank when checks are issued. Perform upload function from Excel to SAGE 100 when batched payment requests are submitted. This includes member premium refunds, capitations payments and provider incentive payments. Manage and monitor invoices through the invoice approval platform Beanworks. This includes a front end review of uploaded invoices to ensure the entity, vendor and amount are accurately listed. This will also include assisting with General Ledger coding primarily used from past invoice coding. Promptly respond to any external or internal inquiry regarding payment. Performs other duties as assigned. Working Conditions & Contact with Others Office environment with extensive close PC and keyboard work, constant sitting, and phone work. Must be able to navigate multiple screens. Work in excess of standard work week in order to meet business needs. Internally with all departments and subsidiary companies. Externally with various groups and banks. Together, we can be more. We can be better. Moda Health seeks to allow equal employment opportunities for all qualified persons without regard to race, religion, color, age, sex, sexual orientation, national origin, marital status, disability, veteran status or any other status protected by law. This is applicable to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absences, compensation, and training. For more information regarding accommodations please direct your questions to Kristy Nehler and Danielle Baker via our ***************************** email.

Are you passionate about supporting housing stability in your community and ensuring effective program operations? Join our team as a Contracts and Operations Specialist A ! In this role, you'll assist with preparing and managing contracts, monitoring compliance, and handling financial reporting, and processing payments. Be the face of our agency, working with community partners, subrecipients, and the public to make a real impact. Apply now to help us drive positive change in our community! Location: Bend Compensation: $29.83/hour (plus $0.50/hour for bilingual Spanish) Hours: Regular full-time, 40 hours/week Benefits: 100% premium paid Medical, Dental, Vision and Life Insurance, Agency paid Retirement plan (up to 6 %), almost 2 weeks of paid vacation accrued within first year, plus 14 paid Holidays annually and a separate sick leave accrual. Deadline: Position remains open until filled NeighborImpact Housing Program Overview: NeighborImpact's Housing program offers crucial assistance to individuals and families in need within Crook, Deschutes, and Jefferson counties, as well as the Confederated Tribes of Warm Springs. The program can provide eviction prevention and deposit assistance, prioritizing applications based on need rather than a first-come, first-served basis. We value the respect and dignity of all. We aim to create a space that is physically and emotionally safe for all, regardless of race, ethnicity, nationality, religion, gender, gender identity, or sexual orientation. Overview of Key Duties and Responsibilities: The Contracts and Operations Specialist A supports the operations of the Housing Stabilization Department, its program participants, and subrecipients. This role is responsible for assisting with preparing and posting funding RFPs, preparing and initiating contracts with subrecipients, subrecipient monitoring, subrecipient invoicing, and monitoring state and federal funds for spend down. This position is also responsible for all Oregon Housing and Community Services (OHCS) and Housing and Urban Development (HUD) quarterly and annual reporting. Additionally, this position will process monthly rent payments to client landlords. This position represents the agency with community partners, subrecipients, and the general public. Requirements Required: Bachelor's degree required Two years of direct experience in grant management, compliance, bookkeeping, fiscal management, program management or related services required Proficiency in Microsoft Office suite, including Excel, required Passion for helping others and a desire to work in an organization that serves people who are experiencing poverty and houselessness required Ability to travel throughout the tri-county area regularly, even in inclement weather, using personal vehicle required Required prior to date of hire and throughout employment: Valid driver's license Proof of current auto insurance Access to reliable transportation Satisfactory criminal background check Preferred: Experience in the following areas preferred: Oregon Landlord/Tenant and Fair Housing Laws Experience in addressing current challenges faced by low-income and poverty-affected populations and effectively serving these communities Knowledge of community resources Salary Description 29.83

The PCP/Endo Business Specialist is responsible for developing and implementing a plan for maximizing net sales of BIPI and co-promoted diabetes products that aligns with direction from BIPI commercial leadership and with BIPI guidelines, policies, and directives. The PCP/Endo Business Specialist will conduct their business with key targeted healthcare providers and community hospitals, and may have additional responsibilities in teaching hospitals, federal and military hospitals, managed health care facilities, group purchasing organizations, integrated delivery networks, etc. As an employee of Boehringer Ingelheim, you will actively contribute to the discovery, development and delivery of our products to our patients and customers. Our global presence provides opportunity for all employees to collaborate internationally, offering visibility and opportunity to directly contribute to the companies' success. We realize that our strength and competitive advantage lie with our people. We support our employees in a number of ways to foster a healthy working environment, meaningful work, mobility, networking and work-life balance. Our competitive compensation and benefit programs reflect Boehringer Ingelheim's high regard for our employees. Duties & Responsibilities Utilizes product knowledge and demonstrated selling skills in order to influence targeted health care professionals to support the use of BIPI promoted diabetes products. Executes brand strategies to ensure that company sales and marketing messages are delivered appropriately to customers. Establishes and maintains effective communication/cooperation/coordination with co-promotion partners and BIPI employees. Completes pre-call plans to meet key stakeholder needs. Builds discussion around customer needs and opportunities. Fosters customer network development and communication. Has accurate and timely follow-up discussions with customers. Fosters ongoing trust with customer as relationship develops. Uses appropriate BIPI Sales Training techniques to facilitate the customer decision making process. Coordinates the engagement of healthcare providers through a range of personal and non-personal channels, according to customer preferences. Identifies top plans for customers. Engages customers in comprehensive discussions on the payer environment, co-pays, and formulary access. Works with Managed Care Area Managers to generate and sustain support for products on MCO formularies. Develops and influences an extended team to pull-through MCO decisions. Delivers on "continuation of care" model, including discharge protocol, treatment algorithms, disease management, etc. Analyzes qualitative and quantitative territory information to optimize territory business plan and customer calls. Monitors local market conditions for changes that impact business. Develops plans to optimize allocation of key resources, including samples, co-pay cards, funds for speaker programs, and funds for in-office meals. Adjusts implementation plans on a regular basis (speaker mgmt., advocate development, etc.). Leverages opportunities that meet both territory and brand tactics. Utilizes supporting analysis tools to plan activity, report and monitor resource utilization, and maintain account and customer records. Completes all administrative responsibilities as directed by management. Successfully completes all Sales Training requirements. Identifies thought leaders, innovators and advocates to support BIPI products. Works with trained speakers for diabetes topics and products. Provides feedback and follow-up to speakers and attendees. Initiates contacts and network-building among advocates and customer groups. Develops plans to develop speakers and thought leaders. Manages programs and budgets to stay within standards. Works effectively with all customer-facing roles (i.e. Account teams, Medical teams, etc.) in a given geography to meet customer needs and deliver net sales objectives. Demonstrates strong collaboration and communication as customers evolve and ownership of accounts transition from traditional to account based. Performs all Company business in accordance with all regulations (e.g., EEO, FDA, DEA, OSHA, PDMA, EPA, PhRMA, etc.) and Company policy and procedures. When violations are noted/observed they are to be immediately reported to management. Demonstrates high ethical and professional standards with all business contacts in order to maintain BIPI's excellent reputation within the medical and pharmaceutical community. PCP/Endo Business Specialist Requirements Bachelor's degree from an accredited institution is preferred. A minimum of two (2) years successful sales and/or marketing experience in pharmaceutical/healthcare industry, pharmacy, B2B, customer engagement services or equivalent Experience in diabetes therapeutic area preferred. History of successful performance Meets expectations for the key competencies required for this role Proficiency in Excel, Word, Outlook, and database applications Ability to travel (may include overnight travel) Should reside in territory geography or be willing to relocate; exceptions to be granted by senior sales leadership. Valid Driver's License and an acceptable driving record Authorization and ability to drive a Company leased vehicle or authorized rental vehicle. Physical Demands / Surroundings Daily Travel within territory throughout the work day with multiple stops and visits to office buildings, hospitals and clinics. Going up and down stairs, bending, walking and lifting above head to shelf pharmaceutical material or goods. Periodic overnight travel for training and meetings. Intermittent repetitive lifting up to 40 lbs. Visual Demands Pass state motor vehicle vision requirement to operate motor vehicle. Must be able to work both with external and internal customers. Comfortable in new environments and adverse conditions. Temperaments/Mental Requirements Must be able to work with diverse groups of people in similar roles, interact with medical practitioners, business partners, manage stress and conflict associated with gaining access to physicians in a highly competitive environment. Level of Proficiency Must have the ability to learn and retain complex material, pass tests demonstrating product and disease-related knowledge and deliver content to physicians verbally in a clear, effective and accurate manner in strict compliance with regulatory and other requirements. Attendance / Schedule At least 40 hours per week, requires morning and evening flexibility as necessary to meet physician's schedules and coordinate evening speaker programs - Must be able to function in a self-directed work environment. Proficient in remote engagements with key customers via video conferencing platforms. Able to deliver clear and compliant sales presentations remotely using video, phone and digital media applications. Understands how to build customer relationships that facilitate live and virtual engagement opportunities. These physical and mental requirements represent a sampling of the physical / mental requirements considered essential to the position. Although this is an accurate representation, it is by no means complete and may be changed or updated as needed. It is an essential function of/minimum qualification for this position that the employee/applicant be eligible and authorized under all U.S. Export Laws (defined below): a) to be employed by the Company; and b) to receive any technology from the Company that may be required to perform the duties of this position or to which an applicant/employee may, by virtue of holding such position, be provided access by the Company or any third parties during the course of employment. “Export Laws” means the Export Administration Regulations (“EAR”) of the U.S. Commerce Department's Bureau of Industry and Security, presently at 15 CFR §§ 730-799, and the economic sanctions regulations of the U.S. Treasury Department's Office of Foreign Assets Control (OFAC), presently at 31CFR Chapter V, as they may be amended from time to time. Executive PCP/Endo Business Specialist Requirements Bachelor's degree from an accredited institution preferred A minimum of five (5) years successful sales and/or marketing experience in pharmaceutical/healthcare industry, pharmacy, B2B, customer engagement services or equivalent Experience in diabetes therapeutic area preferred History of successful performance Meets expectations for the key competencies required for this role Proficiency in Excel, Word, Outlook, and database applications Ability to travel (may include overnight travel) Should reside in territory geography or be willing to relocate; exceptions to be granted by senior sales leadership. Valid Driver's License and an acceptable driving record Authorization and ability to drive a Company leased vehicle or authorized rental vehicle. Physical Demands / Surroundings Daily Travel within territory throughout the work day with multiple stops and visits to office buildings, hospitals and clinics. Going up and down stairs, bending, walking and lifting above head to shelf pharmaceutical material or goods. Periodic overnight travel for training and meetings. Intermittent repetitive lifting up to 40 lbs. Visual Demands Pass state motor vehicle vision requirement to operate motor vehicle. Must be able to work both with external and internal customers. Comfortable in new environments and adverse conditions. Temperaments/Mental Requirements Must be able to work with diverse groups of people in similar roles, interact with medical practitioners, business partners, manage stress and conflict associated with gaining access to physicians in a highly competitive environment. Level of Proficiency Must have the ability to learn and retain complex material, pass tests demonstrating product and disease-related knowledge and deliver content to physicians verbally in a clear, effective and accurate manner in strict compliance with regulatory and other requirements. Attendance / Schedule At least 40 hours per week, requires morning and evening flexibility as necessary to meet physician's schedules and coordinate evening speaker programs - Must be able to function in a self-directed work environment. Proficient in remote engagements with key customers via video conferencing platforms. Able to deliver clear and compliant sales presentations remotely using video, phone and digital media applications. Understands how to build customer relationships that facilitate live and virtual engagement opportunities. These physical and mental requirements represent a sampling of the physical / mental requirements considered essential to the position. Although this is an accurate representation, it is by no means complete and may be changed or updated as needed. It is an essential function of/minimum qualification for this position that the employee/applicant be eligible and authorized under all U.S. Export Laws (defined below): a) to be employed by the Company; and b) to receive any technology from the Company that may be required to perform the duties of this position or to which an applicant/employee may, by virtue of holding such position, be provided access by the Company or any third parties during the course of employment. “Export Laws” means the Export Administration Regulations (“EAR”) of the U.S. Commerce Department's Bureau of Industry and Security, presently at 15 CFR §§ 730-799, and the economic sanctions regulations of the U.S. Treasury Department's Office of Foreign Assets Control (OFAC), presently at 31CFR Chapter V, as they may be amended from time to time

J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients' specific needs. As a Business Specialist within J.P. Morgan Advisors, you will be responsible for overseeing the Advisor's business operations, partnering with leadership, managing team workflow, mentoring team members, acting as a liaison between management and the Advisor's team, and identifying new business opportunities. The role requires a strong understanding of client needs, teamwork, and the ability to handle multiple assignments accurately. Job Responsibilities: Oversee sales support effort for a J.P. Morgan Advisors team through the coordination and completion of client service-related projects and operational issues supervise junior sales support including hiring, training, and performance management Oversees and regulates workflow within the group including identifying opportunities to improve efficiencies. Develop procedures for solving logistical and administrative client concerns. Improve communications between team members, JPMA partners (Client Onboarding Group, middle office, operations, Banking, etc.), and externally to clients Manage client contact and coverage responsibilities including main point of contact for key client relationships. Work together with other teams in meeting all compliance, regulatory, risk management, operational, and due diligence requirements, and compliance with internal policies Attend client meetings as necessary. Complete ad hoc client related projects as needed. Navigating the firm / client issue resolution, escalation and creative solutions Work with Financial Advisor to identify new business opportunities; market and implement investment solutions in accordance with clients' investment objectives; grow new assets by identifying and developing new business opportunities from existing client base Perform special portfolio analysis on products. Attends product rollouts, ideas calls and research meetings to stay current on all JPMA products and services Assist and coordinate the onboarding of new relationships and meet service needs and expectations of existing and new clients. Required qualifications, capabilities, and skills: 7 years' experience in Financial Services industry Strong understanding of the needs and sensitivities of clients Ability to work in a team-based environment Ability to handle multiple concurrent assignments with a high degree of accuracy and meet deadlines in a high-pressure environment Experienced in working on a team with at least two additional Sales Associate Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date Bachelor's degree required

JobID: 210683315 JobSchedule: Full time JobShift: : J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients' specific needs. As a Business Specialist within J.P. Morgan Advisors, you will be responsible for overseeing the Advisor's business operations, partnering with leadership, managing team workflow, mentoring team members, acting as a liaison between management and the Advisor's team, and identifying new business opportunities. The role requires a strong understanding of client needs, teamwork, and the ability to handle multiple assignments accurately. Job Responsibilities: * Oversee sales support effort for a J.P. Morgan Advisors team through the coordination and completion of client service-related projects and operational issues supervise junior sales support including hiring, training, and performance management * Oversees and regulates workflow within the group including identifying opportunities to improve efficiencies. Develop procedures for solving logistical and administrative client concerns. Improve communications between team members, JPMA partners (Client Onboarding Group, middle office, operations, Banking, etc.), and externally to clients * Manage client contact and coverage responsibilities including main point of contact for key client relationships. Work together with other teams in meeting all compliance, regulatory, risk management, operational, and due diligence requirements, and compliance with internal policies * Attend client meetings as necessary. Complete ad hoc client related projects as needed. Navigating the firm / client issue resolution, escalation and creative solutions * Work with Financial Advisor to identify new business opportunities; market and implement investment solutions in accordance with clients' investment objectives; grow new assets by identifying and developing new business opportunities from existing client base * Perform special portfolio analysis on products. Attends product rollouts, ideas calls and research meetings to stay current on all JPMA products and services * Assist and coordinate the onboarding of new relationships and meet service needs and expectations of existing and new clients. Required qualifications, capabilities, and skills: * 7 years' experience in Financial Services industry * Strong understanding of the needs and sensitivities of clients * Ability to work in a team-based environment * Ability to handle multiple concurrent assignments with a high degree of accuracy and meet deadlines in a high-pressure environment * Experienced in working on a team with at least two additional Sales Associate * Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date * Bachelor's degree required

Purpose The Customer Service Representative plays a vital role in delivering exceptional service by addressing inquiries and providing accurate information to clients, customers, and interested parties. This position serves as the primary contact for the customer service inbox, efficiently managing and responding to general inquiries while ensuring a positive experience for all stakeholders. In addition to handling inquiries, the representative will assist with various administrative activities related to client systems, ensuring smooth operations and effective communication. This includes supporting clients with system navigation, troubleshooting issues, and guiding them through processes as needed. Furthermore, the representative will take the lead on all helpdesk tickets associated with client system activities. This entails prioritizing and resolving issues promptly, collaborating with technical teams when necessary, and maintaining clear documentation of interactions and solutions provided. By effectively managing these tasks, the representative will help enhance client satisfaction and contribute to the overall success of the customer service team. Specific Duties, Activities and Responsibilities Work schedule: 11:30 AM to 8:00 PM EST Answer incoming calls, screening and directing them appropriately. Provide callers with information related to foreclosures. Review and respond to client requests in a timely and professional manner. Manage and respond to general customer service emails, forwarding as necessary. Communicate effectively with team members and clients regarding inquiries related to client systems. Create, delete, or reset client system logins as needed. Engage in extensive communication with clients and borrowers via phone. Job Requirements Bachelor's Degree required and/or Paralegal Certificate Law firm or call center experience preferred +5 years in related customer service or default law field Must possess excellent ability to communicate with all clients Knowledge of computers and relevant software applications Knowledge of customer service principles and practices Professional Personal Presentation Overall positive attitude and willingness to adapt to change Must possess the ability to demonstrate a sense of urgency in appropriate situations General Competency Factors Must be proficient in software tools, including but not limited to Word, Excel, Outlook, and the Internet. Must possess strong written and verbal communications skills. Must provide excellent customer service to internal and external customers Identifies and solves issues in a timely manner. Must be a team player and willing to help others in their department whenever necessary. Must be extremely organized and be able to multi-task. Conscientious with respect to work completion, deadlines, time management and attendance. Takes initiative in face of obstacles and identifies what needs to be done and takes action. Demonstrates commitment to Firm's vision, mission, and core values. Analytical and detail oriented, while working at a fast pace and capable of multi-tasking. Develops professional relationships and builds rapport with others. Overall good work ethic and willingness to adapt to change.

Job DescriptionDescription: YMCA of Columbia-Willamette Reports to: Chief External Affairs Officer (CEAO) Direct Reports: None FLSA Status: Exempt Pay: $58,000-$65,000 The Philanthropy Operations Specialist strengthens the YMCA of Columbia-Willamette's mission by serving as the operational and data governance lead for philanthropy systems, donor accuracy, stewardship workflows, and cross-department coordination. Reporting to the Director of Philanthropy, this exempt specialist role maintains disciplined data integrity, ensures reliable CRM workflows, and supports the association's modernization efforts. The Specialist ensures accurate donor and gift information across Virtuous, Daxko CRM, Daxko Engage, and Crescendo; designs operational workflows for acknowledgments, stewardship, and monthly giving; and partners with Finance to support coding accuracy and batch readiness. The role collaborates with Marketing, IT, and regional teams to deliver consistent donor experiences and data-informed insights. As the primary internal owner of philanthropy data standards, workflow implementation, and integration hygiene, the Specialist applies judgment in operational decisions, resolves data discrepancies, recommends coding solutions for leadership approval, and maintains data quality that informs fundraising strategy. The Specialist upholds high standards of confidentiality, accuracy, and equity-centered practices in support of the Director of Philanthropy, CEAO, and CEO. Key Responsibilities Donor Data Integrity & CRM Operations Maintains accurate donor and gift data across Virtuous, Daxko CRM, Daxko Engage, and Crescendo, ensuring the reliability needed for informed decision-making. Conducts regular data hygiene reviews, cleanup cycles, documentation of workflows, and monitoring of multi-system integrations. Monitors integration hygiene across CRM systems, identifies discrepancies, resolves issues within scope, and coordinates solutions with IT and Finance when needed. Designs and maintains standardized data entry procedures and operational workflows that support consistency across branches and departments. Builds reports, queries, lists, and dashboards that support the portfolios of the Director of Philanthropy, CEAO, and CEO with professionalism, discretion, and accuracy. Ensures correct donor coding (fund, campaign, appeal, package), accurate batch preparation, and clean pre-reconciliation handoffs to Finance. Owns accuracy and completeness of all pre-batch data and makes coding determinations within established standards, escalating exceptions to the Director of Philanthropy or Finance as appropriate. Tracks pledges and recurring gifts, ensuring integrity of commitments and timely updates. Prepares donor records for year-end tax statements with a commitment to accuracy and risk mitigation. Upholds confidentiality of donor information, financial data, and executive portfolios. Stewardship Administration & Donor Experience Executes timely acknowledgments, tribute notifications, stewardship letters, and inclusive donor recognition touchpoints. Implements and maintains operational stewardship workflows that support accuracy, timely follow-through, and consistent donor experiences across regions. Coordinates stewardship calendars established by the CEAO, ensuring all donor touchpoints (welcome series, birthdays, anniversaries, holiday outreach) are executed consistently and equitably. Prepares segmented lists and mailing data aligned with list criteria selected by the Director of Philanthropy. Drafts donor stewardship content aligned with the Director of Philanthropy's donor communications strategy and Marketing brand standards, with final approval from the Director of Philanthropy or CEAO. Provides donor service support for technical or logistical giving questions, recurring gift adjustments, and general inquiries. Provides accurate donor data and stories for the Annual Report, storytelling materials, and board reporting packets. Applies the Y's equity commitments to ensure segmentation, naming conventions, communication lists, and donor touchpoints reflect inclusion, respect, and belonging. Identifies opportunities to strengthen donor experience workflows and recommends improvements to the Director of Philanthropy based on data trends, donor feedback, or system needs. Monthly Giving Program Leadership Leads the execution, refinement, and measurement of the association's monthly giving program. Designs donor journeys, stewardship plans, upgrade strategies, and segmentation tests, with approval from the Director of Philanthropy or CEAO when strategy-level decisions are required. Analyzes retention, upgrade, churn, and engagement patterns, providing insights that strengthen fundraising strategy. Serves as primary point of contact for monthly donors, ensuring outstanding service and accurate account updates. Documents improvements, tests new approaches, and contributes learnings to broader modernization efforts. Implements operational procedures and workflows that support a strong monthly donor experience, including recurring gift adjustments, payment updates, and accurate data capture across CRM systems. Identifies risks impacting monthly donor retention and recommends operational or messaging adjustments to the Director of Philanthropy. Campaign, Event, & Portfolio Support Supports annual and targeted campaigns by preparing segmented lists, running reports, coordinating vendors, and ensuring data accuracy. Supports portfolio moves management for the Director of Philanthropy, CEAO, and CEO through timely donor profiles, giving histories, and research insights. Provides event support through list creation, materials preparation, seating assignments, and onsite logistical coordination. Coordinates vendors for events and campaigns with leadership approval), ensuring timely and accurate production. Supports the Director of Philanthropy's event and corporate partnership strategies through accurate data preparation, operational follow-through, and clean donor tracking. Leads operational planning for event-focused committees by preparing materials, coordinating logistics, and ensuring committee work aligns with data accuracy, timelines, and donor experience standards set by leadership. Maintains event and campaign data integrity across CRM systems and identifies discrepancies or risks that could impact revenue reporting, stewardship, or donor experience. Prepares clean, accurate campaign and event reports that support leadership decision-making, revenue tracking, and portfolio movement. Reporting, Analysis, & Continuous Improvement Prepares accurate donor reports, summaries, and dashboards for leadership, board reporting packets, and the Annual Report. Supports grant reporting data pulls, fundraising forecasting, and case-building efforts through accurate donor and giving analytics. Monitors stewardship completion rates, donor retention trends, recurring giving stability, and data accuracy metrics. Identifies data irregularities, integration issues, or coding concerns and recommends corrective actions to the Director of Philanthropy or Finance as appropriate. Develops and maintains reporting procedures and documentation that ensure consistency, clarity, and alignment with philanthropy data standards. Identifies process improvements and contributes directly to CRM modernization, operational alignment, and workflow clarity. Tests new CRM features, workflow updates, and integration enhancements, providing feedback that supports modernization and cross-department readiness, developing and maintaining appropriate SOPs. Cross-Functional Coordination Coordinates association-wide adherence to donor data standards established by the CEAO and Director of Philanthropy. Partners with regional staff and membership teams to maintain clean data flow and address data inconsistencies collaboratively. Coordinates with Marketing to align donor lists, communications, and stewardship content with brand and equity standards. Coordinates with Finance on batch preparation, gift accuracy, pledge tracking, and year-end donor data. Coordinates with IT on system tickets, integration needs, and CRM improvements. Serves as the operational lead for implementing donor data procedures, ensuring staff across departments follow consistent workflows and understand their roles in data integrity. Provides guidance, troubleshooting, and training for staff who interact with donor data, supporting consistent adoption of data standards and CRM best practices through creation and maintenance of related SOPs. Assists in building internal capacity by sharing data best practices and simple CRM guidance with staff as needed. Represents philanthropy operations within cross-department meetings or modernization efforts when operational clarity, data governance, or integration alignment is needed. Additional Responsibilities Performs additional duties as assigned that align with philanthropy operations, donor data integrity, stewardship workflows, and CRM systems support. Requirements:

The PCP/Endo Business Specialist is responsible for developing and implementing a plan for maximizing net sales of BIPI and co-promoted diabetes products that aligns with direction from BIPI commercial leadership and with BIPI guidelines, policies, and directives. The PCP/Endo Business Specialist will conduct their business with key targeted healthcare providers and community hospitals, and may have additional responsibilities in teaching hospitals, federal and military hospitals, managed health care facilities, group purchasing organizations, integrated delivery networks, etc. As an employee of Boehringer Ingelheim, you will actively contribute to the discovery, development and delivery of our products to our patients and customers. Our global presence provides opportunity for all employees to collaborate internationally, offering visibility and opportunity to directly contribute to the companies' success. We realize that our strength and competitive advantage lie with our people. We support our employees in a number of ways to foster a healthy working environment, meaningful work, mobility, networking and work-life balance. Our competitive compensation and benefit programs reflect Boehringer Ingelheim's high regard for our employees. **Duties & Responsibilities** + Utilizes product knowledge and demonstrated selling skills in order to influence targeted health care professionals to support the use of BIPI promoted diabetes products. Executes brand strategies to ensure that company sales and marketing messages are delivered appropriately to customers. Establishes and maintains effective communication/cooperation/coordination with co-promotion partners and BIPI employees. + Completes pre-call plans to meet key stakeholder needs. Builds discussion around customer needs and opportunities. Fosters customer network development and communication. Has accurate and timely follow-up discussions with customers. Fosters ongoing trust with customer as relationship develops. Uses appropriate BIPI Sales Training techniques to facilitate the customer decision making process. Coordinates the engagement of healthcare providers through a range of personal and non-personal channels, according to customer preferences. + Identifies top plans for customers. Engages customers in comprehensive discussions on the payer environment, co-pays, and formulary access. Works with Managed Care Area Managers to generate and sustain support for products on MCO formularies. Develops and influences an extended team to pull-through MCO decisions. Delivers on "continuation of care" model, including discharge protocol, treatment algorithms, disease management, etc. + Analyzes qualitative and quantitative territory information to optimize territory business plan and customer calls. Monitors local market conditions for changes that impact business. Develops plans to optimize allocation of key resources, including samples, co-pay cards, funds for speaker programs, and funds for in-office meals. Adjusts implementation plans on a regular basis (speaker mgmt., advocate development, etc.). Leverages opportunities that meet both territory and brand tactics. Utilizes supporting analysis tools to plan activity, report and monitor resource utilization, and maintain account and customer records. Completes all administrative responsibilities as directed by management. Successfully completes all Sales Training requirements. + Identifies thought leaders, innovators and advocates to support BIPI products. Works with trained speakers for diabetes topics and products. Provides feedback and follow-up to speakers and attendees. Initiates contacts and network-building among advocates and customer groups. Develops plans to develop speakers and thought leaders. Manages programs and budgets to stay within standards. + Works effectively with all customer-facing roles (i.e. Account teams, Medical teams, etc.) in a given geography to meet customer needs and deliver net sales objectives. Demonstrates strong collaboration and communication as customers evolve and ownership of accounts transition from traditional to account based. + Performs all Company business in accordance with all regulations (e.g., EEO, FDA, DEA, OSHA, PDMA, EPA, PhRMA, etc.) and Company policy and procedures. When violations are noted/observed they are to be immediately reported to management. Demonstrates high ethical and professional standards with all business contacts in order to maintain BIPI's excellent reputation within the medical and pharmaceutical community. **PCP/Endo Business Specialist Requirements** Bachelor's degree from an accredited institution is preferred. A minimum of two (2) years successful sales and/or marketing experience in pharmaceutical/healthcare industry, pharmacy, B2B, customer engagement services or equivalent Experience in diabetes therapeutic area preferred. History of successful performance Meets expectations for the key competencies required for this role Proficiency in Excel, Word, Outlook, and database applications Ability to travel (may include overnight travel) Should reside in territory geography or be willing to relocate; exceptions to be granted by senior sales leadership. Valid Driver's License and an acceptable driving record Authorization and ability to drive a Company leased vehicle or authorized rental vehicle. Physical Demands / Surroundings Daily Travel within territory throughout the work day with multiple stops and visits to office buildings, hospitals and clinics. Going up and down stairs, bending, walking and lifting above head to shelf pharmaceutical material or goods. Periodic overnight travel for training and meetings. Intermittent repetitive lifting up to 40 lbs. Visual Demands Pass state motor vehicle vision requirement to operate motor vehicle. Must be able to work both with external and internal customers. Comfortable in new environments and adverse conditions. Temperaments/Mental Requirements Must be able to work with diverse groups of people in similar roles, interact with medical practitioners, business partners, manage stress and conflict associated with gaining access to physicians in a highly competitive environment. Level of Proficiency Must have the ability to learn and retain complex material, pass tests demonstrating product and disease-related knowledge and deliver content to physicians verbally in a clear, effective and accurate manner in strict compliance with regulatory and other requirements. Attendance / Schedule At least 40 hours per week, requires morning and evening flexibility as necessary to meet physician's schedules and coordinate evening speaker programs - Must be able to function in a self-directed work environment. Proficient in remote engagements with key customers via video conferencing platforms. Able to deliver clear and compliant sales presentations remotely using video, phone and digital media applications. Understands how to build customer relationships that facilitate live and virtual engagement opportunities. These physical and mental requirements represent a sampling of the physical / mental requirements considered essential to the position. Although this is an accurate representation, it is by no means complete and may be changed or updated as needed. It is an essential function of/minimum qualification for this position that the employee/applicant be eligible and authorized under all U.S. Export Laws (defined below): a) to be employed by the Company; and b) to receive any technology from the Company that may be required to perform the duties of this position or to which an applicant/employee may, by virtue of holding such position, be provided access by the Company or any third parties during the course of employment. "Export Laws" means the Export Administration Regulations ("EAR") of the U.S. Commerce Department's Bureau of Industry and Security, presently at 15 CFR §§ 730-799, and the economic sanctions regulations of the U.S. Treasury Department's Office of Foreign Assets Control (OFAC), presently at 31CFR Chapter V, as they may be amended from time to time. **Executive PCP/Endo Business Specialist Requirements** Bachelor's degree from an accredited institution preferred A minimum of five (5) years successful sales and/or marketing experience in pharmaceutical/healthcare industry, pharmacy, B2B, customer engagement services or equivalent Experience in diabetes therapeutic area preferred History of successful performance Meets expectations for the key competencies required for this role Proficiency in Excel, Word, Outlook, and database applications Ability to travel (may include overnight travel) Should reside in territory geography or be willing to relocate; exceptions to be granted by senior sales leadership. Valid Driver's License and an acceptable driving record Authorization and ability to drive a Company leased vehicle or authorized rental vehicle. Physical Demands / Surroundings Daily Travel within territory throughout the work day with multiple stops and visits to office buildings, hospitals and clinics. Going up and down stairs, bending, walking and lifting above head to shelf pharmaceutical material or goods. Periodic overnight travel for training and meetings. Intermittent repetitive lifting up to 40 lbs. Visual Demands Pass state motor vehicle vision requirement to operate motor vehicle. Must be able to work both with external and internal customers. Comfortable in new environments and adverse conditions. Temperaments/Mental Requirements Must be able to work with diverse groups of people in similar roles, interact with medical practitioners, business partners, manage stress and conflict associated with gaining access to physicians in a highly competitive environment. Level of Proficiency Must have the ability to learn and retain complex material, pass tests demonstrating product and disease-related knowledge and deliver content to physicians verbally in a clear, effective and accurate manner in strict compliance with regulatory and other requirements. Attendance / Schedule At least 40 hours per week, requires morning and evening flexibility as necessary to meet physician's schedules and coordinate evening speaker programs - Must be able to function in a self-directed work environment. Proficient in remote engagements with key customers via video conferencing platforms. Able to deliver clear and compliant sales presentations remotely using video, phone and digital media applications. Understands how to build customer relationships that facilitate live and virtual engagement opportunities. These physical and mental requirements represent a sampling of the physical / mental requirements considered essential to the position. Although this is an accurate representation, it is by no means complete and may be changed or updated as needed. It is an essential function of/minimum qualification for this position that the employee/applicant be eligible and authorized under all U.S. Export Laws (defined below): a) to be employed by the Company; and b) to receive any technology from the Company that may be required to perform the duties of this position or to which an applicant/employee may, by virtue of holding such position, be provided access by the Company or any third parties during the course of employment. "Export Laws" means the Export Administration Regulations ("EAR") of the U.S. Commerce Department's Bureau of Industry and Security, presently at 15 CFR §§ 730-799, and the economic sanctions regulations of the U.S. Treasury Department's Office of Foreign Assets Control (OFAC), presently at 31CFR Chapter V, as they may be amended from time to time All qualified applicants will receive consideration for employment without regard to a person's actual or perceived race, including natural hairstyles, hair texture and protective hairstyles; color; creed; religion; national origin; age; ancestry; citizenship status, marital status; gender, gender identity or expression; sexual orientation, mental, physical or intellectual disability, veteran status; pregnancy, childbirth or related medical condition; genetic information (including the refusal to submit to genetic testing) or any other class or characteristic protected by applicable law.

Requirements Required: Bachelor's degree required Two years of direct experience in grant management, compliance, bookkeeping, fiscal management, program management or related services required Proficiency in Microsoft Office suite, including Excel, required Passion for helping others and a desire to work in an organization that serves people who are experiencing poverty and houselessness required Ability to travel throughout the tri-county area regularly, even in inclement weather, using personal vehicle required Required prior to date of hire and throughout employment: Valid driver's license Proof of current auto insurance Access to reliable transportation Satisfactory criminal background check Preferred: Experience in the following areas preferred: Oregon Landlord/Tenant and Fair Housing Laws Experience in addressing current challenges faced by low-income and poverty-affected populations and effectively serving these communities Knowledge of community resources Salary Description 29.83

J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients' specific needs. As a Business Specialist within J.P. Morgan Advisors, you will be responsible for overseeing the Advisor's business operations, partnering with leadership, managing team workflow, mentoring team members, acting as a liaison between management and the Advisor's team, and identifying new business opportunities. The role requires a strong understanding of client needs, teamwork, and the ability to handle multiple assignments accurately. Job Responsibilities: Oversee sales support effort for a J.P. Morgan Advisors team through the coordination and completion of client service-related projects and operational issues supervise junior sales support including hiring, training, and performance management Oversees and regulates workflow within the group including identifying opportunities to improve efficiencies. Develop procedures for solving logistical and administrative client concerns. Improve communications between team members, JPMA partners (Client Onboarding Group, middle office, operations, Banking, etc.), and externally to clients Manage client contact and coverage responsibilities including main point of contact for key client relationships. Work together with other teams in meeting all compliance, regulatory, risk management, operational, and due diligence requirements, and compliance with internal policies Attend client meetings as necessary. Complete ad hoc client related projects as needed. Navigating the firm / client issue resolution, escalation and creative solutions Work with Financial Advisor to identify new business opportunities; market and implement investment solutions in accordance with clients' investment objectives; grow new assets by identifying and developing new business opportunities from existing client base Perform special portfolio analysis on products. Attends product rollouts, ideas calls and research meetings to stay current on all JPMA products and services Assist and coordinate the onboarding of new relationships and meet service needs and expectations of existing and new clients. Required qualifications, capabilities, and skills: 7 years' experience in Financial Services industry Strong understanding of the needs and sensitivities of clients Ability to work in a team-based environment Ability to handle multiple concurrent assignments with a high degree of accuracy and meet deadlines in a high-pressure environment Experienced in working on a team with at least two additional Sales Associate Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date Bachelor's degree required