2mo
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Client Servicing Associate
Boise, Idaho, United States
OnsiteFull Time
1+ YOEStrong client service and accounting knowledge; Bachelor's in Accounting/Finance/Business; 1+ year experience; proficient in Microsoft Office; excellent communication, detail-oriented, and organized.
Microsoft Office
1w
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Client Servicing Associate
Boise, Idaho, United States
OnsiteFull Time
1+ YOEKnowledge of investment accounting and financial statements, 1+ years relevant experience, bachelor\u0002s in accounting/finance or business, strong Microsoft Office skills, excellent communication and problem-solving.
Microsoft Office
1mo
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Lead Client Servicing Associate
Boise, Idaho, United States
OnsiteFull Time
2+ YOEBachelor's in accounting/finance/business, 2+ years relevant experience, strong investment accounting and financial statement knowledge, Microsoft Office proficiency, excellent communication, documentation, and problem-solving skills.
Microsoft Office
2mo
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Client Servicing Associate
Boise, Idaho, United States
OnsiteFull Time
1+ YOECoordinate client inquiries on investment accounting; deliver timely, accurate financial statements and analytics; 1+ year experience; strong Excel and communication.
Microsoft Office, Microsoft Excel
1mo
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Client Servicing Associate
Boise, Idaho, United States
OnsiteFull Time
1+ YOEBachelor's in accounting/finance/business required, 1+ years relevant experience, solid understanding of investment accounting and securities, proficiency in Microsoft Office, strong communication, documentation, and problem-solving skills.
Microsoft Office
1w
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Lead Client Servicing Associate
Boise, Idaho, United States
OnsiteFull Time
2+ YOEBachelor's in accounting/finance or business, 2+ years relevant experience, strong investment accounting knowledge, Microsoft Office proficiency, excellent communication, attention to detail, and problem-solving skills.
Microsoft Office
4w
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Senior Wealth Service Associate - SLC, Boise, Houston or Phoenix
Phoenix or Boise or Houston or Salt Lake City
OnsiteFull Time
4+ YOE4+ years in financial services/wealth operations or client service, HS diploma required (college strongly preferred), Series 7/66 (or 63/65) and life & health licensing preferred, Salesforce FSC and Copilot proficiency, strong communication and problem-solving.
Salesforce Financial Services Cloud, Copilot
2w
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Associate Community Banker
Garden City, Idaho, United States
OnsiteFull Time
Deliver personalized client service, open and maintain consumer and basic business accounts, perform teller transactions, hold financial conversations and identify referral opportunities; high school diploma and banking experience required.