186 client experience jobs at 81 companies in Cheney, WA
3w
Save
Mark Applied
Hide
3w
Client Executive - Private Client Services
Spokane or Oregon or Washington or Seattle
$125k-$150k/yrOnsiteFull Time
Alliant Insurance Services: National provider of insurance brokerage and risk management services.
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.
Alpine Legacy Group: Supplemental health insurance and financial protection for families.
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.
8+ YOEBachelor's degree, 8+ years related experience, valid insurance license, proficiency in Microsoft Office Suite, strong communication and problem-solving skills.
Glacier BancorpNYSE: GBCI: Regional bank holding providing commercial and consumer banking services.
5+ YOEHigh school diploma, 5+ years client-focused banking or professional services experience, supervisory experience, strong relationship-building and communication skills, ability to recommend financial products.
VCA Animal Hospitals: Operates animal hospitals providing veterinary medicine and pet services.
0+ YOEExperience as a client service representative; ability to greet customers, schedule appointments, handle payments, and educate clients about pet care.
Spokane or Delaware or New York or Nevada or Texas or Wisconsin or Colorado or Illinois or Tennessee or Pennsylvania or South Carolina or Georgia or Minnesota or Washington or California or Florida or Missouri or Oregon or North Carolina or United States or Kentucky or Arizona
$104k-$127k/yrRemoteFull Time
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
6+ YOEBachelor's degree or equivalent experience,6-8 years related experience, sales/client management skills, Salesforce and Microsoft Office proficiency, ability to travel, knowledge of Elan a plus.
Banfield Pet Hospital: Provider of comprehensive preventive veterinary care for pets.
1+ YOE1 year related experience required; strong customer service and communication; comfortable with computers (Word, Excel, Access, Outlook); ability to lift up to 50 lbs; high school diploma preferred.
Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft Outlook
R&R Heating and Air Conditioning: Provides residential and commercial HVAC, plumbing, and electrical services.
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.
FiservNew York Stock Exchange: FI: Provides financial technology and payment processing services to institutions.
2+ YOE2+ years in contact center/support; experience with Merchant Services; HS diploma or equivalent; able to explain billing/reports and train users.
Client Services Coordinator - Wealth Advisory - Shared Services Center
Minneapolis or Spokane or Orlando or Milwaukee or St Louis or King of Prussia
$25-$32/hrOnsiteFull Time
CliftonLarsonAllen: Professional services firm providing audit, tax, and consulting services.
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
Hub International: Provides global insurance brokerage and risk management services.
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
Allen Agency: Independent agency providing life insurance and mortgage protection products.
Requires (or willingness to obtain) an insurance license, strong communication, self-motivation, basic CRM/computer skills, and ability to manage time independently.
J.P. Morgan Wealth Management – Private Client Advisor - Eastern, ID
Boise or Caldwell or Meridian or Eagle or Coeur d'Alene
OnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
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.
Veterinary Receptionist / Client Service Representative
Spokane Valley, Washington, United States
$18-$20/hrOnsiteFull Time
Western Veterinary Partners: A veterinary support organization partnering with clinics nationwide.
2+ YOE2+ years customer-facing experience; veterinary/front-desk experience preferred. Must handle multi-line phones, scheduling, payment processing, and provide compassionate client service.
Elevated Estate Planning: Provides legal services specializing in estate planning and elder law.
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.
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/yrOnsiteFull Time
BDO USA: Provides accounting, tax, and business advisory services to organizations.
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
HCA/CNA for Indoor Smoking Client – 99206, Spokane Valley, WA
Spokane, Washington, United States
$21/hrOnsitePart Time
Agape In Home Care: Delivers personalized in-home care and support services for seniors.
Part-time HCA/CNA with WA certification, valid driver’s license, reliable vehicle, clean driving record, willingness to work day/evening/weekend shifts, PPE provided.
Columbia BankNASDAQ: COLB: Commercial and consumer banking services in the Western United States.
High school diploma/GED required; cash handling, transactions, compliance, client service and basic product knowledge; sales/referral and attention to detail; 4 years banking or sales/client-service experience preferred.