Junior Insurance Client Services Associate
Alliant Insurance Services
Alliant Insurance Services is seeking a dedicated individual for customer service and administrative support. The role involves reviewing benefits contracts, coordinating meetings, and maintaining client relationships. Candidates should have a High School Diploma, relevant work experience, and a valid Insurance License. Strong communication and problem-solving skills are required. This position offers prospects for individual and career growth in a dynamic environment. Join Alliant's commitment to delivering exceptional service and enjoy comprehensive employee programs. #J-18808-Ljbffr Alliant Insurance Services
- ...in Portland, Oregon, is seeking a Customer Service Representative to support the service team in delivering excellent client relations. Responsibilities include reviewing... ...Candidates should have a High School Diploma, valid insurance license, and proficiency in Microsoft Office...JuniorWork at office
- Alliant Insurance Services, Inc. in Portland, Oregon, is seeking a dedicated individual for a customer service role. This position involves performing various administrative tasks to support client relationships, including reviewing benefits contracts and participating...JuniorWork at office
- AO Garcia Agency is seeking dedicated individuals for a work-from-home position in financial services, aimed at protecting families and helping them secure their financial futures. As part of a compassionate team, you will enjoy the flexibility of remote work while making...SuggestedRemote workWork from home
- ...Medium is seeking dedicated individuals for a work-from-home opportunity in financial services aimed at protecting families. This role emphasizes making a positive impact and requires strong communication skills, integrity, and the ability to work both independently and...SuggestedRemote workWork from home
- ...Client Service Associate At Morgan Stanley, we raise, manage and allocate capital for our clients helping them reach their goals. We do it... ...limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts Detail orientated with superior...SuggestedWork at officeLocal area
- ...a meaningful impact? At Brighton Jones, we’re a purpose‑drive, client‑focused team committed to helping individuals live richer lives... ...individuals to join our #OneTeam. As a critical member of the Client Service team, you will work closely with lead advisors to ensure...Hourly payFull timeSummer workWork at officeLocal areaImmediate startMonday to FridayFlexible hours
$65k - $90k
Position Title: Client Services Associate Position: Onsite - Portland Office Hours: Monday-Friday; 8am-5pm PST The Opportunity: As a Client Service Associate at Cascadia Wealth Advisors, you'll facilitate the onboarding of investment clients, coordinate new account openings...Work at officeMonday to Friday- Brighton Jones is seeking a dedicated administrative professional to join their Client Service team in Portland, Oregon. The ideal candidate will support lead advisors by preparing documentation, managing client data, and ensuring exceptional service. This full-time role...Full timeWork at office
- A leading financial services firm based in Lake Oswego, Oregon, is seeking a Registered Client Service Associate to enhance client relationships and support Financial Advisors. The successful candidate will possess strong interpersonal skills and a detail-oriented mindset...
- A financial services firm in Portland, Oregon, is looking for an experienced Client Services Associate to deliver exceptional service to investment clients. This role involves communicating with clients, onboarding new clients, and managing client requests efficiently....
$65k - $90k
Wealth Management Careers Connect in Portland, Oregon, seeks a Client Services Associate to facilitate onboarding of investment clients and manage various administrative tasks. The ideal candidate has at least 3 years of relevant experience in wealth management, strong...$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...Work at office$60k - $85k
A leading financial services firm located in Vancouver is seeking a Registered Client Service Associate to provide exceptional client service and support Financial Advisors. This role requires strong interpersonal skills to cultivate client relationships, execute transactions...$70k - $90k
We are seeking an experienced Client Services Associate to be part of delivering exceptional service and an above-and-beyond experience for our... ...a base salary plus bonus, 401k with company match, health insurance including dental and vision coverage, paid and volunteer...Work at officeHome office- State Farm is seeking an Account Associate - State Farm Agent Team Member in Portland, OR.... ...accounts, assist with policy changes, process insurance claims, and coordinate with underwriters... ...skills and excellent customer service are vital. Previous experience in insurance...
$70k - $80k
...Job Description Providing exceptional service to our clients starts with investing in exceptional... ...other. The Senior Client Service Associate Role The Client Service Associate... ...term and long-term disability, and life insurance ~401(k): 100% company match up to...Temporary workWork at officeWork from homeMonday to Friday$30 - $45 per hour
...Client Service Associate 1099 / Remote Contractor Capitol Family Office is a fully remote boutique financial advisory firm serving successful business owners, executives, and professionals. We combine deep expertise with high-touch service, using smart tech and fast...Remote jobContract workFor contractorsWork at officeMonday to Friday$70k - $90k
...Job Description Job Description Client Service Associate Meridian Wealth Advisors | Portland, OR (In-Office) Meridian Wealth Advisors... ...(such as Series 7, Series 66, and state life/health insurance) is not required at hire but may be supported in the future...Full timePrivate practiceWork at office- ...A financial services agency is looking for qualified candidates to join their remote team in a part-time role. You'll engage with clients virtually, discussing financial strategies and presenting insurance products. This position offers flexible hours and comprehensive...Weekly payExtra incomePart timeRemote workFlexible hours
- ...Junior Underwriting Assistant Built on meritocracy, our unique... ...education and experience. ~ Associate or bachelor's degree in a... ...Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance... ...Mental Health & Enhanced Advocacy Services Beyond Benefits: Paid Time...Junior
$65k - $85k
...Job Description Job Description Junior Insurance Representative At Divinity Group, we're not looking for someone who just wants a jobwe want athletes of life: go-getters, competitors, and team players who thrive under pressure, push through challenges, and never...JuniorFor contractorsLocal areaFlexible hours$30 - $35 per hour
...Licensed Client Service Administrator This position provides licensed administrative support... ...relations, supports securities and insurance related tasks and other administrative... ...meetings Collaborates with financial associates to assist client with product changes...Work at office$16 per hour
...Insurance Policy Service Center Associate Hours: 8:30-5:00 Local Time Location: Remote or hybrid, depending on your area Compensation: $16.00 / hour Offices: At USG, we empower our team members with the flexibility to opt for remote, hybrid, or fully in-office...Full timeTemporary workWork at officeLocal areaRemote workFlexible hours- ...Global Elite in Portland, Oregon is seeking a passionate individual for client service leadership. This flexible role offers a work-from-home option and a schedule that balances personal and professional life while allowing for career growth. Responsibilities include...Remote workWork from homeFlexible hours
- ...Jackson Hewitt - JobID: 100-168290572 [Customer Service Representative] As a Client Support Associate at Jackson Hewitt, you'll: Be the friendly face for all those who visit the offices, ensuring exceptional client experiences and providing essential support; Actively...Immediate start
$15.95 per hour
...Customer Service Rep Beaverton, Oregon, LIXIOY OR INC. About Us Our Customer Service... ...$15.95. Medical, Dental and Vision insurance are available to employees who have... ...orders. Take inventory and complete associated paperwork. Clean equipment and facility...Hourly payFull timePart timeWork at officeFlexible hoursShift work- ...Flexible and Remote- Client Service Rep Are you ready to break free from the conventional 9-to-5 and design a life that truly reflects... ...imagined. Join us and unlock a world of possibilities where health insurance reimbursements and all-expenses-paid trips to destinations...Remote jobFlexible hours
$17.13 per hour
Company Description Our Customer Service Position is an entry level position. We have many... ...$17.13. Medical, Dental and Vision insurance are available to employees who have worked... ...orders. * Take inventory and complete associated paperwork. * Clean equipment and facility...Hourly payFull timePart timeWork at officeFlexible hoursShift work- A prominent insurance brokerage located in Portland is seeking a Private Client Relationship Manager to cultivate relationships with high-net-worth clients. Ideally... ...position emphasizes problem-solving and client service excellence. #J-18808-Ljbffr Risk Strategies CompanyWork at office3 days per week
$36k
...for individuals looking to start a rewarding career in insurance sales and customer service. No prior experience is necessary we provide paid comprehensive... ...and maintain relationships with new and existing clients to understand their insurance needs. Assist customers...For contractorsWork at office
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