Brokerage Client Services Associate Accounts & Admin
Stifel Financial
Stifel Financial Corp. is looking for a Client Services Associate in Medford, Oregon. The role involves supporting Financial Advisors with client accounts and performing essential administrative functions. The ideal candidate should have at least a high school diploma, two years of clerical experience, and knowledge of office procedures. Proficiency in Microsoft Office tools is required. We offer a comprehensive benefits package including health, dental, and 401k. #J-18808-Ljbffr
- ...Stifel in Medford, Oregon, is looking for a Client Services Associate to assist Financial Advisors with client account management and provide excellent customer service. The role involves opening client accounts, maintaining records, and handling various administrative...SuggestedWork at office
- ...POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth... ...general non-investment related questions concerning client accounts, including relaying stock positions and providing account...SuggestedWork at officeLocal area
- ...and team members alike feel right at home on Oregon's beautiful southern coast and beyond. Why this job matters The Player Services Associate is often the very first and very last impression a guest has of Bear Creek Golf Course. This role is about more than checking...SuggestedShift workAfternoon shiftEarly shift
$55k
...Private Client Advisor Location: 1217 Crater Lake Avenue, Medford Oregon Job Summary The Private Client Advisor's focus will... ...concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment...SuggestedTemporary workBank staffWork at officeFlexible hoursNight shift- ...Life/Health/Medicare Customer Service Representative At Insurance Lounge, our mission is simple: make insurance easier to purchase... ...fastest-growing insurance agencies Your Role: Respond to client requests online and by phone professionally and promptly...SuggestedFlexible hours
$55k
...Crater Lake Avenue, Medford Oregon Job Summary The Private Client Advisor's focus will be on our Mass Affluent client base with... ...concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment...Temporary workBank staffWork at officeFlexible hoursNight shift$48k - $70k
...Account Associate - State Farm Agent Team Member As Account Associate - State Farm Agent Team Member for Russell Brown - State Farm Agent... ...customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive...For contractors- ...limited to the following: Post receipt of material into accounting system. Record consumption of material used at various... ...Employee Assistance Program ~ Safety Incentives ~ Years of Service Recognition Veterans: Put Your Skills to Work with Us...Full timeWork at officeLocal areaFlexible hours
$22 - $26 per hour
...join our team as a Personal Lines Account Manager in Medford-Grant Pass, OR... ...serve as a key point of contact for clients, providing exceptional service while managing and growing personal... ...privately-held insurance agency brokerage in the nation, with over 275 locations...Full timeWork at office- ...Opportunity Jackson County Health & Human Services is committed to providing exceptional... ...DD Case Management through a CDDP or Brokerage is preferred. Bilingual Spanish-speaking... ...needs assessment tool to assess client functional needs and determine level of...For subcontractorWork at officeShift work
$25.56 - $34.18 per hour
...Department: Health and Human Services Division: Developmental... ...Management through a CDDP or Brokerage is preferred. Bilingual... ...needs assessment tool to assess client functional needs and... ...programs, as well as the Individual Account Program (IAP). Tier One covers...Hourly payFull timePart timeFor subcontractorWork at officeFlexible hoursShift work$16 per hour
...Job Description Job Description Salary: $16.00 + DOE Client Services Representative Southern Oregon Veterinary Specialty Center (SOVSC), located in Central Point, Oregon, is the premier 24/7 Specialty + Emergency veterinary hospital serving a 250-mile radius...Part timeWork at officeLocal areaShift workNight shiftWeekend work$69k
...into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals... ...communication and relationship-building skills Sales or customer service experience is helpful but not required Qualifications...Remote jobWork from homeFlexible hours- ...Customer Service Representative You are the face of the company. You have the opportunity to build relationships with clients and provide solutions to ensure their vision is realized and... ...crossover of duties among Warehouse Associate, Customer Service, and/or Showroom...For contractorsFlexible hours
$25 - $45 per hour
...Usage Testing is a quick, easy and fun way to make extra cash by telling big brands what you think about their upcoming products and services in the American market. Main Duties: Properly document In-Home Usage Tests as instructed in the In-Home Usage Test Daily...Hourly payWeekly payExtra incomeTemporary workPart timeFor contractorsSeasonal workRemote workWork from homeFlexible hours- ...will provide expertise and guidance to our ACA ComplianceAlpha clients, ensuring the highest level of satisfaction. Our clients include... .... Convey client requirements to ACA's Professional Services, Product Management, and Development teams. Provide (SME type...Summer workWork at officeLocal areaRemote workFlexible hours2 days per week
$23 per hour
...Job Description Are you looking for a hands-on, independent role with opportunity for career growth? Join Auto-Chlor System as a Service and Sales Representative, and be a part of a team who has been a leader in the hospitality industry for over 85 years! Why You'll...TraineeshipMonday to Friday- ...Rogue Credit Union is looking for an MSC Service Representative in Medford, OR to deliver exceptional member experiences by addressing unique financial needs. You will assist members with account operations, educational financial solutions, and ensure member satisfaction...
- ...Allegiant Air Agent This position is responsible for providing customer service to all customers, including scheduled or charter services. Responsibilities will also include ground operations, aircraft cleaning, security, operations and commissary duties as required...Full timePart timeWork at officeLocal areaShift workNight shift
- ...About the job About The Role Rudyb Travel is seeking a Travel Customer Service Representative (Remote) to support clients throughout every stage of their travel journey. In this client‑facing role, you will serve as a trusted point of contact—from initial booking...Remote workFlexible hours
- ...programs- visit or for more information. Overview The Clinical Supervisor assists with the oversight of clinical services for clients with mental health disorders and co-occurring disorders, helping to ensure the smooth running of the unit and a high level...InternshipLocal areaRelocation
- ...Fuel Attendant & Customer Service Representative The Fuel Attendant & Customer Service Representative supports the day-to-day operations of the store and fueling station. This position ensures the safe and efficient operation of fuel dispensing, assists customers both...Part timeWork experience placementLocal areaImmediate startFlexible hoursShift workAfternoon shift
$17 per hour
...consumers. Our Appointment Setters play a critical role in connecting clients with the right coverage turning conversations into appointments... ...data in our CRM system Collaborate with licensed agents and service staff to ensure smooth client handoffs Support outreach...Hourly payFull timeFlexible hoursWeekend work- ...Patient Service Representative - Dental Full Time | Hourly La Clinica East Medford Dental Clinic Build your career at... ...0s, within the clinic hours of Monday-Friday, 7AM-6:30PM. Accountabilities Include : Provide paperwork and information, including...Hourly payFull timeTemporary workApprenticeshipWork at officeMonday to FridayFlexible hours
- ...LJ Horizons is looking for a remote Customer Support Specialist to enhance client support and communication. You'll be responsible for addressing client inquiries, organizing information, and ensuring a positive experience. The ideal candidate has strong communication...Remote work
- ...We are seeking friendly, dependable, and service-oriented individuals to join our team as a Remote Customer Service - TRAVEL ADVISOR. In this role, you will assist clients with vacation planning, help coordinate travel arrangements, and provide support throughout the...Remote workFlexible hours
- ...Responsibilities include supporting pharmacists with prescription processing, ordering, and stocking drugs and over-the-counter merchandise, ensuring high-quality member service. The position offers comprehensive health benefits, paid time off, and a 401(k) plan. #J-18808-Ljbffr...
- ...seeking a Full-Time AR/Medical Billing Specialist I. The ideal candidate should have critical thinking abilities and excellent customer service skills to thrive in a supportive, team-oriented billing office. Responsibilities include contacting insurance companies, submitting...Full timeWork at officeLocal area
$19.25 per hour
...Patient Services Representative Wage starts at $19.25/hour At Rogue Community Health, our Patient Services Representatives are more than a front desk presence, they are the welcoming heart of our clinics. As the very first point of connection, PSRs create meaningful...Temporary work- ...a driven, organized, and compassionate Service Coordinator to lead the charge in scheduling... ..., supporting field staff, handling client updates, and stepping in to keep care plans... ...and conduct by holding employees accountable to the company’s policies and guidelines...Daily paidFull timeLocal areaMonday to FridayFlexible hoursWeekend workAfternoon shift
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