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- ...please see our Privacy Policy Are you driven by the desire to deliver exceptional client experiences and thrive in a dynamic environment? At INFUSE, we're seeking a passionate Client Success Specialist to join our team, where your efforts directly contribute to our...SuggestedRemote work
- ...Client-facing, fully remote, financial services. You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance. The deal 1. Home office. Web presentations. 2. Work that matters to...SuggestedRemote workWork from homeHome office
$25 - $44 per hour
...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal... ...of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift$58k - $64k
...Virtus is dedicated to the success of employees and helping everyone on our team achieve their goals. We are a dynamic, fast-growing... ...of our team is empowered to make a tangible impact in offering clients high-quality investment strategies to meet their financial...SuggestedPermanent employmentWork at officeImmediate startRemote workVisa sponsorshipFree visaFlexible hours$65k - $80k
...Tampa, FL is seeking a PERMANENTLY REMOTE full-time Client Service Associate to join our team. We're a growing fee-based firm committed... ...people. Work-life balance, teamwork, and enabling everyone's success are core priorities here. In this client service role, you'...SuggestedFull timeWork experience placementWork at officeRemote workWork from homeMonday to Friday- ...customer service and expert craftsmanship. Our clients rely on us to convert their dreams into... ...for a motivated Client Relations Associate to call and qualify contacts that have expressed... ...Paid Holidays Paid Time Off Our successful Client Relations Associates and Sales...SuggestedTemporary workWork at officeLocal area
DC Structures
Portland, OR11 days ago $55k - $75k
...know how to take care of people? We’re looking for a Registered Client Associate to: keep management systems up-to-date with client... ...diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our...SuggestedFull timeWork at officeFlexible hours$55k - $75k
...know how to take care of people? We're looking for a Registered Client Associate to: keep management systems up-to-date with client... ...diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our...SuggestedFull timeWork at officeFlexible hours- ...Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth... ...relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills...SuggestedPart timeWork at officeLocal area
Morgan Stanley
Lake Oswego, OR20 hours ago - ...Fully Remote Entry Level AO Globe Life is seeking motivated professionals to join our remote team in a client-focused role supporting families and individuals across the United States. In this opportunity, you will help clients understand and access important benefit...SuggestedHourly payFor contractorsRemote workFlexible hours
- ...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
- ...Position Overview AO Globe Life is seeking a Remote Coverage Specialist to help clients explore life, accident, and supplemental health insurance options. You will work from home, conduct virtual appointments, and help individuals and families feel more confident about...SuggestedHourly payFor contractorsLocal areaRemote workWork from home
- 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... ...and by anticipating pitfalls or potential roadblocks to successful completion Ensure that any pitfalls are addressed and resolved...Suggested
- ...on activity and results. The work • Take requested conversations — no cold lists • Explain benefit options simply • Help clients enroll when it is a fit • Keep a clean follow-up rhythm You get • Remote work • A written process so you are not inventing...SuggestedRemote workWork from home
- ...adherence to the firm's record-keeping requirements, maintaining client files and supplies, answering phones, opening and disseminating... ...and brokerage services, internal policies, procedures, and all associated regulatory requirements - Experience with the policies,...SuggestedTemporary work
U.S. Bancorp
Oregon City, OR9 hours ago $24.18 - $32.21 per hour
...adherence to the firm’s record-keeping requirements, maintaining client files and supplies, answering phones, opening and disseminating... ...brokerages services, internal policies, procedures, and all associated regulatory requirements Experience with the policies, processes...Temporary workLocal areaU.S. Bank
Oregon City, OR9 hours ago$21.25 - $28.32 per hour
...proposals/reviews/routine correspondence, organizing paper flow in adherence to the firm’s record-keeping requirements, maintaining client files and supplies, answering phones, opening and disseminating mail. Assists in business development at the direction of the...Temporary workWork at officeLocal areaU.S. Bank
Hillsboro, OR2 days ago- ...better understand insurance options that may support their financial protection goals. You will work from home, meet with prospective clients through virtual appointments, and provide clear education around life, supplemental health, and accident insurance. This...Hourly payWeekly payFor contractorsLocal areaRemote workWork from home
- ...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
- ...Position Overview AO Globe Life is looking for a Client Coverage Specialist to help individuals and families understand insurance coverage designed to support their financial protection. In this remote role, you will connect with prospective clients, conduct virtual...Hourly payFor contractorsLocal areaRemote work
$65k - $75k
...Advisors, a Private Wealth Advisory Practice of Ameriprise Financial is seeking a detail-oriented and proactive licensed client service associate to support our growing team. This remote role requires working Eastern Time Zone hours (applicants must reside in CST or...Private practiceRemote work- ...business, marketing, or communications—or anyone who enjoys a service-focused, people-first role. Backed by full training, inbound client interest, and a dedicated mentorship program, you can build a lasting career anywhere in the U.S. Core Responsibilities - Lead...Hourly payFor contractorsImmediate startRemote workFlexible hours
- ...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
- Client Service AssociatePosition OverviewWe are seeking a Client Service Associate to deliver exceptional service and operational support to our client-facing teams. The role is responsible for managing client communications, coordinating CRM data and workflows, and supporting...Work experience placementWork at office
CyberCoders
Portland, OR2 days ago - ...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
- ...Jackson Hewitt - JobID: 100-168291317 [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
Jackson Hewitt
Cornelius, OR2 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 to... ..., making a difference to our communities, and achieving success that is mutual. A comprehensive Total Rewards Program...Full timeFlexible hours$28 - $32.8 per hour
...Impact Through Exceptional Service Maps Credit Union is seeking a professional, detail-oriented, and service-driven Client Service Associate (CSA) to join our growing Wealth Management team. The Client Service Associate plays an important role in delivering an exceptional...Hourly payTemporary workLocal areaFlexible hoursMarion & Polk Schools Credit Union
Salem, OR26 days ago- 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)/ Private... ...relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills...Full timeWork at officeLocal areaWork visa
