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
1w
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Branch Office Administrator - Hayden, ID
Hayden, Idaho, United States
OnsiteFull Time
Provide client service, account management, administrative and operational support; strong analytical, attention to detail, communication, and digital tool skills (MoneyGuide, Salesforce, Microsoft Office).
MoneyGuide, Salesforce, Microsoft Office
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
3mo
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Client Experience Specialist (Customer Care & Scheduling)
Pullman, Washington, United States
$17-$18/hr OnsiteFull Time
1+ YOE1+ years in customer service, client relations, scheduling, or administrative support; strong communication; highly organized; CRM/scheduling familiarity.
CRM, Scheduling systems
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
3w
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Private Banking Client Service Associate I/II
Spokane, Washington, United States
$21-$34/hr OnsiteFull Time
Provide clerical and analytical support to Relationship Managers; strong knowledge of banking documentation, accurate keyboarding, MS Word/Excel/Access proficiency, ability to prioritize and work with clients confidentially.
Microsoft Word, Microsoft Excel, Microsoft Access
1mo
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Branch Office Administrator - Spokane, WA
Spokane, Washington, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors; manage account tasks, scheduling, and documentation; strong analytical, detail, communication, and technology skills (MoneyGuide, Salesforce, Microsoft Office).
MoneyGuide, Salesforce, Microsoft Office
1mo
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Branch Office Administrator - Rathdrum, ID
Rathdrum, Idaho, United States
OnsiteFull Time
Provide exceptional client service, manage account tasks and administrative operations, support financial advisors, and use digital tools (MoneyGuide, Salesforce, Microsoft Office). Strong attention to detail and analytical skills required.
MoneyGuide, Salesforce, Microsoft Office
2w
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Medical Assistant - Certified (Nights Friday - Sunday)
Spokane, Washington, United States
$20-$30/hr OnsiteFull Time
Washington MA-C required, high school/GED, provide medication administration, vitals, injections, phlebotomy, TB testing, wound care, documentation, and client health education in a residential behavioral health setting.