Client Service Coordinator

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    "description_html": "<p>Find your place at The Partners Group, a purpose-driven company committed to making a difference in our community through our work and inspiring others to do the same.</p><p><br></p><p>TPG’s success is driven by a culture that values <strong>partner</strong>ships. We’re looking for people who invest in their relationships, seek to learn, create winning solutions for all, and do what they say they are going to do. Hard work goes without saying at TPG, supported by our culture that thrives on having fun while living well. This is what it means to be a partner for our clients and teammates.&nbsp;</p><p><br></p><p>Are you ready to join an amazing organization that has won too many <a href=\"https://www.thepartnersgroup.com/recognition-and-awards/\">“Employer of Choice” awards</a> to list? Let’s work together!</p><p><br></p><p><em>The Partners Group currently has a unique opportunity for a detail-driven client services and operations-support professional to join our team in Portland, OR as a Client Service Coordinator. This position is with our </em><a href=\"https://www.thepartnersgroup.com/group-physicians-advisory-services/\"><em>Group Physician Advisory Services (GPAS)</em></a><em> division, a highly specialized consulting team focused exclusively on ancillary group benefits within the physician employer space.</em></p><p><br></p><p><strong>How you will make an impact at TPG</strong></p><p>As a Client Service Coordinator, you’ll help bring structure, consistency, and clarity to how work gets done across our GPAS Client Services team. By organizing workflows, maintaining documentation, and supporting key systems, you’ll enable the team to deliver a seamless and reliable experience to both clients and internal partners. Your coordination during client implementations and complex scheduling needs will directly support timely execution and strong client relationships. Over time, your work will help scale operational efficiency as GPAS continues to evolve its processes and tools.</p><p><br></p><p>At TPG, we are committed to providing a dynamic, team-oriented environment where employees thrive. Our GPAS team takes pride in delivering world-class service and tailored benefit solutions to clients, and we value professionals who bring expertise, innovation, and passion for client success.&nbsp;</p><p><br></p><p><em>This role is well suited for someone who finds satisfaction in creating order from complexity, enjoys behind-the-scenes operational work, and takes pride in being a reliable partner others can count on.</em></p><p><br></p><p><strong>A typical day in this role</strong></p><ul><li>Maintain and improve internal workflows, documentation, and standard operating procedures to ensure consistency across the team</li><li>Organize and manage SharePoint content, including folder structure, naming conventions, and document quality</li><li>Support Salesforce-related efforts such as documenting workflows, assisting with testing, and guiding users</li><li>Coordinate complex client scheduling needs, managing calendars and communication across multiple stakeholders</li><li>Assist with new client implementations by organizing data, tracking setup steps, and supporting internal coordination</li><li>Prepare and format presentation materials, templates, and visual assets while ensuring consistency with team standards</li></ul><p><strong>Key details</strong></p><p>Location: Portland, Oregon; in-office with hybrid remote opportunities</p><p>Hours: 40 hours/week, Mon-Fri</p><p>Compensation: $60,000-65,000 annually (DOE); salaried non-exempt ($28.85-31.25/hour)</p><p>Physical Requirements: Ability to sit for long periods of time, ability to communicate verbally and in writing, and ability to handle long periods of screen time.</p><p>Travel: Minimal, if any</p>",
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      "description": "<p>Description</p><p>Find your place at The Partners Group, a purpose-driven company committed to making a difference in our community through our work and inspiring others to do the same.</p><p><br/></p><p>TPG’s success is driven by a culture that values <strong>partner</strong>ships. We’re looking for people who invest in their relationships, seek to learn, create winning solutions for all, and do what they say they are going to do. Hard work goes without saying at TPG, supported by our culture that thrives on having fun while living well. This is what it means to be a partner for our clients and teammates. </p><p><br/></p><p>Are you ready to join an amazing organization that has won too many <a href=\"https://www.thepartnersgroup.com/recognition-and-awards/\">“Employer of Choice” awards</a> to list? Let’s work together!</p><p><br/></p><p><em>The Partners Group currently has a unique opportunity for a detail-driven client services and operations-support professional to join our team in Portland, OR as a Client Service Coordinator. This position is with our </em><a href=\"https://www.thepartnersgroup.com/group-physicians-advisory-services/\"><em>Group Physician Advisory Services (GPAS)</em></a><em> division, a highly specialized consulting team focused exclusively on ancillary group benefits within the physician employer space.</em></p><p><br/></p><p><strong>How you will make an impact at TPG</strong></p><p>As a Client Service Coordinator, you’ll help bring structure, consistency, and clarity to how work gets done across our GPAS Client Services team. By organizing workflows, maintaining documentation, and supporting key systems, you’ll enable the team to deliver a seamless and reliable experience to both clients and internal partners. Your coordination during client implementations and complex scheduling needs will directly support timely execution and strong client relationships. Over time, your work will help scale operational efficiency as GPAS continues to evolve its processes and tools.</p><p><br/></p><p>At TPG, we are committed to providing a dynamic, team-oriented environment where employees thrive. Our GPAS team takes pride in delivering world-class service and tailored benefit solutions to clients, and we value professionals who bring expertise, innovation, and passion for client success. </p><p><br/></p><p><em>This role is well suited for someone who finds satisfaction in creating order from complexity, enjoys behind-the-scenes operational work, and takes pride in being a reliable partner others can count on.</em></p><p><br/></p><p><strong>A typical day in this role</strong></p><ul><li>Maintain and improve internal workflows, documentation, and standard operating procedures to ensure consistency across the team</li><li>Organize and manage SharePoint content, including folder structure, naming conventions, and document quality</li><li>Support Salesforce-related efforts such as documenting workflows, assisting with testing, and guiding users</li><li>Coordinate complex client scheduling needs, managing calendars and communication across multiple stakeholders</li><li>Assist with new client implementations by organizing data, tracking setup steps, and supporting internal coordination</li><li>Prepare and format presentation materials, templates, and visual assets while ensuring consistency with team standards</li></ul><p><strong>Key details</strong></p><p>Location: Portland, Oregon; in-office with hybrid remote opportunities</p><p>Hours: 40 hours/week, Mon-Fri</p><p>Compensation: $60,000-65,000 annually (DOE); salaried non-exempt ($28.85-31.25/hour)</p><p>Physical Requirements: Ability to sit for long periods of time, ability to communicate verbally and in writing, and ability to handle long periods of screen time.</p><p>Travel: Minimal, if any</p><p>Requirements</p><p><strong>What you’ll bring to the table </strong></p><ul><li>2+ years of experience in client services, project coordination, or a related support role </li><li>Proven ability to manage multiple priorities with strong organization, attention to detail, and follow-through </li><li>Proficiency in Microsoft Office Suite (including Outlook, PowerPoint, Word, and Excel), Canva, and AI tools </li><li>Strong verbal and written communication skills, with the ability to clearly present information </li><li>Experience working with CRM or collaboration platforms such as Salesforce and SharePoint </li><li>High school diploma required; bachelor’s degree in a relevant field or equivalent professional experience preferred</li></ul><p><strong>What will make you really stand out</strong></p><ul><li>Experience supporting workflows, systems, or process documentation in a professional services environment </li><li>Familiarity with maintaining SOPs and improving process consistency across teams </li><li>Advanced PowerPoint skills or experience creating polished client-facing materials </li><li>Comfort adapting to evolving tools, systems, and processes while maintaining organization and structure</li></ul><p><strong>Why join The Partners Group?</strong></p><p>At TPG, you’ll be part of one of the largest independently owned insurance brokerages in the Pacific Northwest where collaboration, integrity, and a client-first mindset guide everything that we do. We foster a supportive, professional environment that values expertise, teamwork, and long-term growth - and we invest in our people so they can do their best work. This includes:</p><ul><li>A comprehensive benefits package including generous Paid Time Off, Medical and Dental Insurance, Life and Disability Insurance, a Retirement plan, and employee ownership opportunities</li><li>Ongoing support & development, including Continuing Education and encouragement toward professional designations</li><li>A hybrid work schedule that supports flexibility while maintaining strong team connection</li><li>Community involvement perks, including 8 hours paid volunteer time per quarter, charitable contributions matched by TPG, and an All-company holiday volunteer day</li></ul><p><strong>Commitment To Diversity</strong></p><p>TPG promotes a culture of inclusion and is committed to growing the diversity of our workforce. This is a place where all employees have the opportunity to achieve their goals and meet the needs of our clients and the communities we serve. Embracing and encouraging a diverse range of perspectives makes us stronger, smarter, and more effective. The sum of our individual differences drives our culture, reputation, and achievements.</p><p><br/></p><p><strong>Apply Today</strong></p><p>If this sounds like the right fit for your skills and experience, we’d love to hear from you! Jumpstart the application using your resume. While a cover letter is not required, we'd love to learn why you're interested in the opportunity to join us!</p><p><br/></p><p><u><strong>PLEASE NOTE: We are not accepting applications or inquiries from external recruiters or staffing agencies. Direct applicants only.</strong></u></p><p><br/></p><p><em>The Partners Group provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.</em></p><p><em>This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.</em></p><p><br/></p><p><em>We use E-Verify to confirm the identity and employment eligibility of all new hires.</em></p>",
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    "requirements_html": "<p><strong>What you’ll bring to the table&nbsp;</strong></p><ul><li>2+ years of experience in client services, project coordination, or a related support role&nbsp;</li><li>Proven ability to manage multiple priorities with strong organization, attention to detail, and follow-through&nbsp;</li><li>Proficiency in Microsoft Office Suite (including Outlook, PowerPoint, Word, and Excel), Canva, and AI tools&nbsp;</li><li>Strong verbal and written communication skills, with the ability to clearly present information&nbsp;</li><li>Experience working with CRM or collaboration platforms such as Salesforce and SharePoint&nbsp;</li><li>High school diploma required; bachelor’s degree in a relevant field or equivalent professional experience preferred</li></ul><p><strong>What will make you really stand out</strong></p><ul><li>Experience supporting workflows, systems, or process documentation in a professional services environment&nbsp;</li><li>Familiarity with maintaining SOPs and improving process consistency across teams&nbsp;</li><li>Advanced PowerPoint skills or experience creating polished client-facing materials&nbsp;</li><li>Comfort adapting to evolving tools, systems, and processes while maintaining organization and structure</li></ul><p><strong>Why join The Partners Group?</strong></p><p>At TPG, you’ll be part of one of the largest independently owned insurance brokerages in the Pacific Northwest where collaboration, integrity, and a client-first mindset guide everything that we do. We foster a supportive, professional environment that values expertise, teamwork, and long-term growth - and we invest in our people so they can do their best work. This includes:</p><ul><li>A comprehensive benefits package including generous Paid Time Off, Medical and Dental Insurance, Life and Disability Insurance, a Retirement plan, and employee ownership opportunities</li><li>Ongoing support &amp; development, including Continuing Education and encouragement toward professional designations</li><li>A hybrid work schedule that supports flexibility while maintaining strong team connection</li><li>Community involvement perks, including 8 hours paid volunteer time per quarter, charitable contributions matched by TPG, and an All-company holiday volunteer day</li></ul><p><strong>Commitment To Diversity</strong></p><p>TPG promotes a culture of inclusion and is committed to growing the diversity of our workforce. This is a place where all employees have the opportunity to achieve their goals and meet the needs of our clients and the communities we serve. Embracing and encouraging a diverse range of perspectives makes us stronger, smarter, and more effective. The sum of our individual differences drives our culture, reputation, and achievements.</p><p><br></p><p><strong>Apply Today</strong></p><p>If this sounds like the right fit for your skills and experience, we’d love to hear from you! Jumpstart the application using your resume. While a cover letter is not required, we'd love to learn why you're interested in the opportunity to join us!</p><p><br></p><p><u><strong>PLEASE NOTE: We are not accepting applications or inquiries from external recruiters or staffing agencies. Direct applicants only.</strong></u></p><p><br></p><p><em>The Partners Group provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.</em></p><p><em>This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.</em></p><p><br></p><p><em>We use E-Verify to confirm the identity and employment eligibility of all new hires.</em></p>",
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