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
1mo
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Client Associate
Ketchum, Idaho, United States
OnsiteFull Time
Provide client service and operational/administrative support to Financial Advisors; strong communication, organization, and problem analysis skills; proficiency with financial planning tools and management systems.
1w
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Vice President, Client Success
New York or Nevada or Michigan or Massachusetts or Maryland or Maine or Kentucky or Kansas or Iowa or Indiana or Idaho or Georgia or Florida or Delaware or Connecticut or Colorado or California or Arkansas or Arizona or Alabama or Wyoming or West Virginia or Washington or Virginia or Tennessee or South Carolina or Pennsylvania or North Carolina or New Jersey or New Hampshire
$190k-$230k/yr RemoteFull Time
12+ YOEBachelor's degree required, 12+ years leadership experience in client success or related fields; experience with enterprise healthcare clients, executive relationship management, commercial acumen, and strategic account leadership.
4d
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Client Service Consultant
Clifton Park or Albany or Arizona or Florida or Georgia or Idaho or Illinois or Massachusetts or Maryland or Minnesota or Missouri or North Carolina or Ohio or Pennsylvania or South Carolina or Texas or Virginia or Wyoming or New York
$20-$26/hr HybridFull Time
4+ YOE4+ years client-facing experience supporting VIP clients; bachelor's degree or equivalent; strong communication, confidentiality, Microsoft Office, CRM and payroll/HR software proficiency.
Microsoft Office Suite, CRM tools, Payroll/HR software
5d
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Client Relationship Manager, Client Services - Retirement
Pittsburgh or Baxter or Indianapolis or Las Vegas or Glendale or New York City or South Lyon or Cedar Rapids or Richmond or St. Louis or Greensboro or Lake Mary or Newton or Madison or Kansas City or Woodcliff Lake or Fargo or Dresher or Alabama or Alaska or Arizona or Arkansas or California or Colorado or Connecticut or Delaware or Florida or Georgia or Hawaii or Idaho or Illinois or Indiana or Iowa or Kansas or Kentucky or Louisiana or Maine or Maryland or Massachusetts or Michigan or Minnesota or Mississippi or Missouri or Montana or Nebraska or Nevada or New Hampshire or New Jersey or New Mexico or New York or North Carolina or North Dakota or Ohio or Oklahoma or Oregon or Pennsylvania or Rhode Island or South Carolina or South Dakota or Tennessee or Texas or Utah or Vermont or Virginia or Washington or West Virginia or Wisconsin or Wyoming or Poland
RemoteFull Time
5+ YOEBachelor's or equivalent, 5+ years client relationship experience in financial services, 7+ years retirement services experience preferred; ASPPA/CEBS preferred; strong analytical, communication, and project management skills; ability to travel.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
1mo
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Client Services Agent
Boise, Idaho, United States
$21/hr HybridFull Time
1+ YOEProvide enrollment, education, and ongoing support to clients via phone and email; accurate manual data entry across multiple databases; customer service and client relations experience; flexible schedule including occasional weekends and holidays.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Internet, Email, PDF
1mo
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Client Service Coordinator - 001933
Boise, Idaho, United States
$15-$18/hr OnsiteFull Time
Provides professional client service, schedules appointments, processes client/pet intake and invoices, educates clients on preventative care and wellness plans, handles cash/financial transactions, and performs administrative tasks.
1mo
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Client Service Coordinator - 001933
Boise, Idaho, United States
$15-$18/hr OnsiteFull Time
Provides exceptional client service, multi-tasks in a fast-paced clinic, enters client and pet information, handles payments, educates clients on preventative care and Optimum Wellness Plans, and communicates effectively in English.
Workday
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
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.
2mo
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Director, Client Success
Alabama or Arkansas or Arizona or Florida or Georgia or Idaho or Indiana or Kansas or Maine or Michigan or Missouri or Mississippi or North Carolina or New Mexico or Oklahoma or Pennsylvania or South Carolina or Tennessee or Texas or Virginia or Wisconsin or West Virginia
RemoteFull Time
5+ YOE5+ years in client success or account management, enterprise account experience, strong executive presence, excellent communication, analytical and problem-solving skills, Bachelor’s degree required.
4d
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Tax Client Manager
Boise, Idaho, United States
$75k-$175k/yr OnsiteFull Time
5+ YOECPA required, 5+ years progressive tax experience in public accounting, supervisory experience, strong technical knowledge across individual and business structures, excellent communication and client advisory skills.
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
1w
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Client Relationship Associate
Idaho, United States
RemoteFull Time
High school diploma required; client service experience in securities or related field preferred. Strong communication, organization, CRM and Microsoft Excel skills; ability to process transactions, open accounts, and manage multiple priorities.
Client Relationship Management (CRM), Microsoft Excel
3mo
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Work From Home - Client Services Representative
Meridian, Idaho, United States
RemoteFull Time
0+ YOERemote client services role with virtual consultations, client relationship-building, and administrative tasks.
1mo
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Client Service Associate 1
United States or Idaho or Utah or Arizona or Oregon or Colorado
$55k-$70k/yr RemoteFull Time
BA/BS or equivalent experience; client management experience preferred; strong communication, collaboration, analytical, and project management skills; proficiency in Microsoft Office; experience in Special Education preferred.
Microsoft Office, Microsoft PowerPoint, Microsoft Excel, Microsoft Word
1w
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Client Success Executive II
Boise or Las Vegas or Carson City
$90k-$110k/yr RemoteFull Time
3+ YOEBachelor's degree,3+ years client success/account management or revenue cycle experience,knowledge of healthcare billing/reimbursement/compliance,strong analytical,presentation and relationship skills,English proficiency.
Salesforce, Smartsheet, Microsoft Project
1mo
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Senior Director Client Services
Alabama or Michigan or Louisiana or Nebraska or Missouri or Wisconsin or Ortigas or South Carolina or Delaware or Kentucky or Tennessee or Illinois or Virginia or Georgia or Minnesota or Iowa or Oregon or Washington or Mississippi or North Carolina or Wyoming or Arkansas or Indiana or Pennsylvania or Oklahoma or Utah or Texas or Rhode Island or Nevada or Colorado or Arizona or South Dakota or Idaho or Florida or Maryland or West Virginia or Ohio or New Mexico or New Hampshire or Kansas or Connecticut or California or Massachusetts or New Jersey or New York
RemoteFull Time
5+ YOE3+ Mgmt5+ years client services experience with 3+ years at Director level, BPO/outsourcing background, experience managing high-profile/regulatory accounts, financial and operational acumen, people leadership, and ability to travel as needed.
Microsoft Excel, Microsoft PowerPoint
1mo
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Sr Client Advisor
Boise, Idaho, United States
$100k-$150k/yr HybridFull Time
5+ YOEState P&C insurance producer license required, 5+ years insurance sales experience, proficiency with Microsoft Suite and Salesforce, strong analytics and communication skills, meeting sales quotas and managing a book of business.
Microsoft Suite, Salesforce
3w
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Senior Client Services Specialist, Family Office
Carlsbad or California or Oregon or Washington or Idaho or Utah or Colorado or Missouri or Tennessee or Texas
$75k-$105k/yr HybridFull Time
5+ YOE5+ years client service or operations experience in wealth management; experience with UHNW clients, RIA custodial workflows (Charles Schwab), account registrations, alternative investments, CRM/portfolio systems, and Microsoft Office.
Charles Schwab Advisor Center, Salentica Engage, Salesforce, Redtail, Microsoft Dynamics, Tamarac, Addepar, iCapital, CAIS, Canoe, Microsoft Office
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