Bachelor's degree (or equivalent), strong client service and operations skills, experience communicating with high-net-worth clients, ability to onboard and maintain accounts, and strong written and verbal communication.
Associate Client Service Representative (Company Records)
Salem or Wilmington
OnsiteFull Time
CSC: Provides global business administration and compliance solutions.
Maintaining and updating company records database, processing requests from internal/external customers, researching state filings, reviewing error logs, navigating multiple databases, and providing exceptional phone-based customer service.
2+ YOECFA Level 1 or above, 2+ years in financial services, 24 months portfolio management in last 5 years, bachelor\u0002s degree, sales experience and strong persuasion and communication skills.
Mental Health Therapist, On Call-Enhanced Adult Mental Health Services #938
Portland, Oregon, United States
$32-$41/hrOnsitePart Time
LifeWorks NW: Provides mental health and addiction treatment services.
Requires QMHP credential or active licensed/registered intern status with an Oregon board, Master's in a mental health field, ability to assess and diagnose (DSM), develop treatment plans, provide individual/group therapy, and access to a car with valid license/insurance when transporting clients.
2+ YOEBachelor's or equivalent experience, 2+ years in asset management/financial or client services, Series 65 (or equivalent) required, strong client communication and consultative skills.