Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
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
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.
8+ YOEBachelor's degree, 8+ years related experience, valid insurance license, proficiency in Microsoft Office Suite, strong communication and problem-solving skills.
Customer-service oriented professional to manage commercial accounts, handle service requests, update client records, perform coverage analysis, and pursue up-sell/cross-sell opportunities.
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.
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.
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.
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.
Client Relationship Consultant 2 (Banker) - Pullman, WA
Pullman, Washington, United States
$20-$25/hrOnsiteFull Time
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
3+ YOEHigh school diploma or equivalent, NMLS registration required, typically 3+ years retail banking experience, strong client communication and digital product knowledge.
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.
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.