1mo
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Client Associate
Coeur d'Alene, Idaho, United States
OnsiteFull Time
1+ YOE1+ year brokerage or client service support experience; strong client service and administrative skills; intermediate Microsoft Office; must pass FINRA background screening and comply with regulatory requirements.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
2w
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Client Executive - Private Client Services
Spokane or Oregon or Washington or Seattle
$125k-$150k/yr OnsiteFull Time
8+ YOEBachelor's degree or equivalent, eight+ years related experience, private client experience preferred, valid insurance license, proficient with Microsoft Office Suite, strong communication and problem-solving skills.
Microsoft Office Suite
2w
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Client Executive - Private Client Services
Oregon or Seattle or Washington or Spokane
$125k-$150k/yr OnsiteFull Time
8+ YOEBachelor's degree, 8+ years related experience, valid insurance license, proficiency in Microsoft Office Suite, strong communication and problem-solving skills.
Microsoft Office Suite
2w
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Client Manager - Business Insurance
Coeur D'Alene, Idaho, United States
OnsiteFull Time
Customer-service oriented professional to manage commercial accounts, handle service requests, update client records, perform coverage analysis, and pursue up-sell/cross-sell opportunities.
1d
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Client Consultant
Post Falls, Idaho, United States
$76k-$88k/yr FieldFull Time
Valid driver’s license and reliable transportation, clean background check, willingness or ability to obtain Health & Life license, bachelor’s degree or equivalent experience preferred, self-motivated with strong interpersonal and time-management skills.
CRM
2mo
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Client Service Representative Receptionist
Mead, Washington, United States
$18-$19/hr OnsiteFull Time
0+ YOEExperience as a client service representative; ability to greet customers, schedule appointments, handle payments, and educate clients about pet care.
Workday, Payment processing, CRM
2mo
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Associate Client Manager - Crop Insurance
Spokane or Richland or Yakima or Walla Walla
$41k-$77k/yr OnsiteFull Time
Customer service professional with insurance knowledge, able to manage crop insurance accounts and build client relationships.
3mo
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Client Service Associate - Non-Registered
Spokane, Washington, United States
$45k-$59k/yr OnsiteFull Time
2+ YOEOpen client accounts and maintain records; 2+ years clerical experience; HS diploma; Series 7/63/66 preferred.
Microsoft Excel, Microsoft Word, PowerPoint, Outlook
2mo
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Client Support Specialist
Liberty Lake, Washington, United States
$35k-$51k/yr OnsiteFull Time
2+ YOE2+ years in contact center/support; experience with Merchant Services; HS diploma or equivalent; able to explain billing/reports and train users.
TSYS, BAMS, Merchant Services platforms, POS equipment
3d
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Client Success Representative
Spokane, Washington, United States
$20-$25/hr OnsiteFull Time
Answer inbound calls, book service appointments, gather customer data, enter accurate job information, support dispatch and field teams; strong communication, organization, multitasking, and software proficiency.
ServiceTitan
1mo
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Client Services Coordinator - Wealth Advisory - Shared Services Center
Minneapolis or Spokane or Orlando or Milwaukee or St Louis or King of Prussia
$25-$32/hr OnsiteFull Time
2+ YOE2 years experience (financial industry preferred); high school diploma or equivalent; strong computer skills with Tamarac CRM, Laserfiche, Microsoft Office, Adobe, DocuSign, MoneyLink, Schwab; ability to process client paperwork and handle client service tasks.
Tamarac CRM, Laserfiche, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Adobe, DocuSign, MoneyLink, Schwab
3w
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Client Relationship Consultant 4 (Banker) - Indiana Ave - Spokane, WA
Spokane, Washington, United States
$27-$33/hr OnsiteFull Time
5+ YOEHigh school diploma or equivalent; typically 5+ years retail banking experience; NMLS registration required (background and credit check); strong client relationship, sales, and digital product skills.
2mo
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Client Service Associate - Non-Registered
Spokane, Washington, United States
$45k-$59k/yr OnsiteFull Time
2+ YOEAdministrative/clerical procedures; basic investment product knowledge; task organization; problem solving; customer service; clear communication.
Microsoft Excel, Microsoft Word, PowerPoint, Outlook
1mo
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Private Client Account Manager
Bothell or Yakima or Spokane or Pullman
$80k-$95k/yr HybridFull Time
2+ YOEP&C insurance producer license required, high school or equivalent required, minimum 2 years account management/property-casualty experience preferred, strong customer service, data entry, communication, and Microsoft Office skills; EPIC experience preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, EPIC Agency Management System, Internet
1mo
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Client Support & Benefits Representative
Spokane, Washington, United States
RemoteFull Time, Part Time
Requires (or willingness to obtain) an insurance license, strong communication, self-motivation, basic CRM/computer skills, and ability to manage time independently.
CRM
1w
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J.P. Morgan Wealth Management – Private Client Advisor - Eastern, ID
Boise or Caldwell or Meridian or Eagle or Coeur d'Alene
OnsiteFull Time
2+ YOE2+ years financial advisor experience, proven client acquisition and relationship skills, active Series 7 and Series 66 (or obtain within 60 days), life/health/long-term-care insurance license (or obtain within 60 days); CFP and bachelor's degree preferred.
2d
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Work From Home - Client Benefits Representative
Post Falls, Idaho, United States
RemoteFull Time
Strong communication and interpersonal skills, ability to work independently and on a team, integrity and ethical conduct; remote interviews via Zoom.
Zoom
1mo
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Estate Planning Client Signing Specialist (Signing Paralegal)
Spokane Valley, Washington, United States
$21-$25/hr OnsiteFull Time
Exceptional communication, organization, and attention to detail; ability to guide clients through signing, review legal documents, notarize, and prepare client files; previous client-facing or legal experience preferred; training provided.
1w
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Veterinary Receptionist / Client Service Representative
Hayden, Idaho, United States
$18-$19/hr OnsiteFull Time
2+ YOE2+ years customer-service or front-desk experience, veterinary reception preferred; strong communication, multitasking with multi-line phones, scheduling and payment processing skills.
3d
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Tax Manager, Private Client & Family Office Services
Seattle or Los Angeles or Washington or Troy or New York or Houston or Chicago or Grand Rapids or Owings Mills or Columbia or Richmond or Memphis or Raleigh or Boston or San Jose or San Francisco or Austin or Kalamazoo or Spokane or Denver or Fort Worth or Atlanta or Orlando or Dallas or Wilmington or Phoenix or San Antonio or Milwaukee or Madison or McLean or Melville or Woodbridge or Stamford or Miami or Philadelphia or Charlotte or Greenville or West Palm Beach or Costa Mesa or Fort Lauderdale or Rosemont or Pittsburgh or Tulsa or Cincinnati or Cleveland or Columbus or Akron or Cherry Hill or Tampa or Minneapolis or Anchorage or Salt Lake City or Norfolk or Jacksonville or Boulder or Nashville or Oak Brook or Las Vegas or Indianapolis or San Diego or Potomac or Walnut Creek or Baton Rouge or Biloxi or Omaha
$90k-$125k/yr OnsiteFull Time
6+ YOE6+ years accounting experience or 7+ years without degree; supervisory experience preferred; bachelor’s in accounting/finance or equivalent; CPA preferred; strong GAAP, tax, communication, and project management skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Intuit’s QuickBooks Online (QBO), Microsoft NAV, Bill.com, BDODrive, SEI Archway, Qvinchi