Financial Client Services Specialist
Stifel
Stifel is looking for a Client Services Associate in Portland, OR. This role involves assisting Financial Advisors with client account management, performing various administrative duties, and delivering excellent customer service. The ideal candidate will have a high school diploma, 2 years of clerical experience, and proficiency in Microsoft Office applications. This position offers a comprehensive benefits package and an entrepreneurial work environment. #J-18808-Ljbffr Stifel
- ...household? Qualified candidates are wanted for the chance to enter financial services on a part‑time basis while working fully remotely. This means... ...benefits solutions, you’ll be the architect of your client’s security tomorrow. In this role, you can expect to: Converse...SuggestedWeekly payPart timeRemote workWork from home
- FCG Senior Client Services Administrator Firm Overview Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide...SuggestedWork at officeLocal areaWorldwide
$43k - $45k
...a leading insurance agency dedicated to providing exceptional service to our customers. We are currently seeking a dynamic individual... ...located in Vancouver, WA and help customers with their insurance and financial services needs, including: Auto insurance Home...SuggestedFor contractorsWork at office$45k - $60k
...a leading insurance agency dedicated to providing exceptional service to our customers. We are currently seeking a dynamic individual... ...realize their dreams. We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life...SuggestedFor contractorsWork at officeFlexible hours$48k - $72k
...a leading insurance agency dedicated to providing exceptional service to our customers. We are currently seeking a dynamic individual... ...realize their dreams. We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life...SuggestedHourly payFor contractorsWork at officeImmediate startFlexible hours$55k - $75k
...for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Establish customer relationships and follow up with customers, as needed. Use a customer-focused, needs-based...Hourly payFor contractorsFlexible hours$40k - $60k
...a leading insurance agency dedicated to providing exceptional service to our customers. We are currently seeking a dynamic individual... ...development. About Our Agency: After a successful career in the financial industry, I joined State Farm as a field associate and was...Hourly payFor contractorsWork at officeLocal areaFlexible hours$50k - $75k
...We're Hiring! We are a very busy office and are looking for our next great team member. This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are an established, growth-oriented agency...Work at officeNight shift- Stifel Financial Corp. is looking for a Client Services Associate in Portland, Oregon to assist Financial Advisors with client account management and provide various administrative support. Responsibilities include maintaining client records, processing requests, and delivering...Work at office
$17 - $25 per hour
...MedVet Medical & Cancer Centers for Pets is seeking a Client Service Representative (CSR) to provide exceptional service to clients and their pets. This role requires multitasking, pragmatic knowledge of veterinary terminology, and a compassionate demeanor. Responsibilities...Hourly pay- A global financial services firm is seeking a Senior Client Services Administrator in Portland, Oregon. The role involves providing administrative support to senior consultants, managing calendars, and preparing meeting materials. Candidates should have at least five years...Work at office
$19.7 per hour
...Customer Service Representative As a Customer Service Representative (CSR), you'll help people in your community access the financial solutions they need—right when they need it the most. You'll play a pivotal role in our high-performance environment by building connections...Hourly payFull timeTemporary workCasual workWork at officeLocal area$110k - $120k
A leading financial advisory firm is seeking an Associate Wealth Advisor in Portland, Oregon. This role involves developing financial plans... ...have a Bachelor's Degree, Series 65, and 2+ years of financial service experience. The position allows for remote work but requires...Remote job- ...Medium is looking for a passionate individual to join their team in client service leadership. This position offers the flexibility to work from home and a nurturing environment focused on personal and professional growth. Join a supportive community where you can...Remote workWork from home
$40k - $48k
...Customer Service Representative - State Farm Agent Team Member As a Customer Service Representative - State Farm Agent Team Member... ...located in Vancouver, WA and help customers with their insurance and financial services needs, including auto insurance, home insurance, life...Flexible hours- ...risks of everyday life, recover from the unexpected and realize their dreams. We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, Health...For contractorsWork at office
$40k - $70k
...Customer Service Representative - State Farm Agent Team Member As a Customer Service... ...you will generate the kind of exceptional client experiences that reinforce the growth of... ...team member. This busy insurance and financial services office has a passion to make a...Hourly payFor contractorsWork at office- ...Global Elite Empire Consultants in Beaverton, Oregon, is seeking passionate individuals to join our team as client service leaders. This role offers a unique opportunity to work from home, enjoy a flexible schedule, and access mentorship to foster your professional growth...Remote workWork from homeFlexible hours
- ...to meet you and talk about the opportunity we have for you. About Our Agency We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning,...For contractorsWork at office
$19.95 - $22 per hour
A veterinary emergency hospital in Portland is looking for full-time Client Service Representatives to join their Client Experience Team. The role requires strong customer service skills and the ability to handle stress in busy environments. Responsibilities include interacting...Hourly payFull time- A leading financial services provider in Vancouver seeks a Private Client Advisor to offer personalized financial planning and investment solutions. The ideal candidate will have at least 2 years of financial advisory experience, a strong client acquisition record, and...
- A leading financial services firm in Portland, Oregon is seeking a Private Client Advisor to enhance client relationships by offering comprehensive financial planning and investment advice. You will help clients navigate their financial journeys, requiring at least 2 years...
$63k - $65k
Customer Service Specialist - Portland, OR At the Commerce Bank of Washington, we believe that delivering exceptional service to our clients is the single most important function we perform in our... ...highly personalized banking and financial services from experienced bankers...Work experience placementLocal areaFlexible hours- Aldrich is seeking a Client Services Specialist to provide exceptional service to clients. The role requires managing Schwab accounts, coordinating onboarding, and ensuring effective communication. The ideal candidate will have at least 3 years in a similar role and strong...Full timeWork at office
$36.05 - $45.67 per hour
Description We are seeking a professional and detail-oriented Client Services Specialist or Senior Client Services Specialist to join our team.... ...Required: Minimum 3 years of experience in a similar role at a financial services firm. Strong Microsoft Office skills (Word,...Hourly pay16 hoursFull timeWork at officeMonday to FridayFlexible hours2 days per week- ...to meet you and talk about the opportunity we have for you. About Our Agency We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning,...For contractorsWork at office
$20 - $28 per hour
...partners to keep them apprised and provide primary client relationship, direction and customer service support for corporate and commercial deposit clients... ...acumen and practices related to analysis, accounting and financial procedures including market and interest rate impact...Work at officeImmediate start$58k - $85k
...identify customer needs, and market appropriate products and services. Maintain a strong work ethic with a total commitment to success... .../quotas required. Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday...For contractorsFlexible hours- ..., we have an enthusiasm for helping our clients, taking care of our employees, building... ..., and delivering extraordinary customer service while maintaining a strong commitment to... ...best investment solutions to meet their financial needs. Job Responsibilities Champion and...
- Aldrich is seeking a detail-oriented Client Services Specialist to join our team in Lake Oswego, Oregon. This pivotal role focuses on delivering exceptional client service and support while enhancing client experiences. The ideal candidate will possess strong communication...Work at office2 days per week
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