Get new jobs by email
- ...seeking motivated professionals to join our remote team in a client-focused role supporting families and individuals across the United... ...access important benefit programs while building meaningful relationships and providing dependable service. This fully remote...SuggestedHourly payFor contractorsRemote workFlexible hours
- ...AO Globe Life is seeking a Remote Coverage Specialist to help clients explore life, accident, and supplemental health insurance options... ...next steps Follow up professionally and maintain client relationships Keep accurate communication and appointment records Participate...SuggestedHourly payFor contractorsLocal areaRemote workWork from home
- ...Consultant to work remotely with individuals and families who are interested in reviewing insurance protection options. You will help clients understand life, supplemental health, and accident insurance products while creating a professional, informative, and supportive...SuggestedHourly payFor contractorsLocal areaRemote work
- ...Privacy Policy Are you driven by the desire to deliver exceptional client experiences and thrive in a dynamic environment? At INFUSE, we... ...Build and maintain strong, long-lasting client relationships Ensure the timely and successful delivery of our solutions according...SuggestedRemote work
- ...customer service support to Investment Relationship Managers of U.S. Bancorp Investment Sales... ...-keeping requirements, maintaining client files and supplies, answering phones, opening... ...internal policies, procedures, and all associated regulatory requirements - Experience...SuggestedTemporary work
U.S. Bancorp
Oregon City, OR3 days ago $21.25 - $28.32 per hour
...adherence to the firm’s record-keeping requirements, maintaining client files and supplies, answering phones, opening and... ...prospects, contacting existing client base to review current relationship, planning and coordinating marketing campaigns/business development...SuggestedTemporary workWork at officeLocal areaU.S. Bank
Hillsboro, OR1 day ago$24.18 - $32.21 per hour
...customer service support to Investment Relationship Managers of U.S. Bancorp Investment Sales... ...-keeping requirements, maintaining client files and supplies, answering phones, opening... ...internal policies, procedures, and all associated regulatory requirements Experience with...SuggestedTemporary workLocal areaU.S. Bank
Oregon City, OR2 days ago- ...protection goals. You will work from home, meet with prospective clients through virtual appointments, and provide clear education... ...for motivated professionals who enjoy helping people, building relationships, and developing a career with training, mentorship, and income...SuggestedHourly payWeekly payFor contractorsLocal areaRemote workWork from home
- ...Life is hiring a Remote Financial Services Consultant to help clients explore insurance solutions that may support their financial protection... ...timely follow-up communication Build professional client relationships Participate in ongoing training and coaching What We...SuggestedHourly payWeekly payFor contractorsLocal areaRemote work
$65k - $80k
...management firm in Tampa, FL is seeking a PERMANENTLY REMOTE full-time Client Service Associate to join our team. We're a growing fee-based firm committed to meaningful client relationships and investing in our people. Work-life balance, teamwork, and enabling...SuggestedFull timeWork experience placementWork at officeRemote workWork from homeMonday to Friday- ...-focused, people-first role. Backed by full training, inbound client interest, and a dedicated mentorship program, you can build a... ...Zoom consultations with clients - Develop strong, long-term relationships with clients - Maintain accurate digital documentation and manage...SuggestedHourly payFor contractorsImmediate startRemote workFlexible hours
- Client Service AssociatePosition OverviewWe are seeking a Client Service Associate to deliver exceptional service and operational support to our client-facing teams. The... ...public accounting environments, strong client relationship skills, and the ability to improve...SuggestedWork experience placementWork at office
CyberCoders
Portland, OR1 day ago $25 - $45 per hour
Registered Wealth Management Client Associate About this job Merrill Wealth Management is a leading provider of comprehensive wealth management... ...clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift$28 - $32.8 per hour
...seeking a professional, detail-oriented, and service-driven Client Service Associate (CSA) to join our growing Wealth Management team. The... ...internal departments. Build and maintain strong, trusted relationships with members, clients, financial advisors, and internal...SuggestedHourly payTemporary workLocal areaFlexible hoursMarion & Polk Schools Credit Union
Salem, OR25 days ago- Overview We’re looking for a Client Services Associate to join our team! In this role, you’ll be the main point of contact for clients, working... ...Experience in customer service Experience building relationships with clients and co-workers Desired Skills and Experience...Suggested
- ...health, and accident insurance options. You will receive structured training and ongoing support while building a career focused on client service and financial protection. Your Responsibilities Engage with prospective clients through warm, company-provided leads...Hourly payFor contractorsLocal areaRemote workWork from home
- ...work remotely with individuals, families, and eligible member groups seeking information about insurance coverage. You will guide clients through a professional needs-based process and help them understand life, supplemental health, and accident insurance options. This...Hourly payWeekly payFor contractorsLocal areaRemote work
$58k - $64k
...company that promotes collaboration and employee engagement. Every member of our team is empowered to make a tangible impact in offering clients high-quality investment strategies to meet their financial needs and delivering value for our shareholders. We are an...Permanent employmentWork at officeImmediate startRemote workVisa sponsorshipFree visaFlexible hours- ...part of something bigger. Primary responsibilities: Focused on improving the financial lives of members by building strong relationships, delivering exceptional service, and recommending and providing product and service solutions for member needs. Responsible...Hourly payWork at officeLocal area
- ...solutions for institutional investors globally. Our business provides clients with advisory, investment management, and research services... ...capital. Position Overview Aksia is seeking an associate level professional to join our Private Markets Client Operations...Remote work
$55k - $75k
...Time Key responsibilities Are you truly service oriented? Do you know how to take care of people? We’re looking for a Registered Client Associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help with...Full timeWork at officeFlexible hours$55k - $75k
...Portland Key Responsibilities Are you truly service oriented? Do you know how to take care of people? We're looking for a Registered Client Associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help with...Full timeWork at officeFlexible hours- ...for both superior customer service and expert craftsmanship. Our clients rely on us to convert their dreams into reality, and internally... ...Details: We are looking for a motivated Client Relations Associate to call and qualify contacts that have expressed an interest in...Temporary workWork at officeLocal area
DC Structures
Portland, OR10 days ago $40k - $60k
...integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource... ...What will you do? Build and maintain professional relationships with clients by assisting them and answering account...Full timeFlexible hours- As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot and resolve...
- ...Job Description Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/... ...interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful...Full timeWork at officeLocal areaWork visa
- ...legal support services. All services and client partnerships are aided by best-in-breed... ...looking for are solid communication and relationship building abilities, keeping a cool head... ...The position of the Client Services Associate is responsible for serving as the first...Permanent employmentFull timeInternshipLocal areaWorldwide
- ...Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs... ...interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful...Part timeWork at officeLocal area
- U.S. Bank in West Linn, OR seeks a Relationship Banker to engage customers across in-person, by appointment, and digital channels, providing... ...You will open accounts, fulfill service requests, and educate clients on deposits, loans, and digital tools while collaborating with...
$140k - $200k
...contributing effectively within a collaborative team ~ Strong employment history and commitment to client service ~ Ability to develop positive, long-term relationships with clients and colleagues Benefits: Benefit offerings include medical, dental, vision, life...Temporary workWork at officeLocal areaRemote workLHH US
Portland, OR14 days ago
