Current jobs related to Client Services Associate III- Financial Advisor Support - Beaverton - First Tech Federal Credit Union

  • COUNTRY Trust Bank Financial Advisor

    14 hours ago

    Beaverton, United States Country Financial Full time

    DescriptionIs this the role you are looking for If so read on for more details, and make sure to apply today.Our Financial Advisors are contracted as Financial Advisors of COUNTRY Trust Bank®, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and...

  • COUNTRY Trust Bank Financial Advisor

    2 months ago

    Beaverton, United States Country Financial Full time

    DescriptionIs this the role you are looking for If so read on for more details, and make sure to apply today.Our Financial Advisors are contracted as Financial Advisors of COUNTRY Trust Bank®, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and...

  • Country Trust Bank Financial Advisor

    1 week ago

    Beaverton, Oregon, United States COUNTRY Financial Full time

    Join Our Team of Ambitious Financial AdvisorsCOUNTRY Trust Bank is seeking entrepreneurial and self-motivated individuals to join our team of Financial Advisors. As a Financial Advisor, you will have the opportunity to build a successful business and help clients achieve their financial goals.About the RoleWe're looking for individuals who are passionate...

  • Financial Services Professional

    4 weeks ago

    Beaverton, Oregon, United States COUNTRY Financial Full time

    About the RoleCOUNTRY Financial is seeking a talented Financial Advisor to join our team. As a Financial Advisor, you will be responsible for building and maintaining relationships with clients, providing financial solutions, and driving business growth.Key ResponsibilitiesDevelop and implement financial plans for clients, including investment and insurance...

  • Financial Services Consultant

    2 weeks ago

    Beaverton, Oregon, United States COUNTRY Financial Full time

    Build a Thriving Business with COUNTRY FinancialAs a COUNTRY Trust Bank Financial Advisor, you'll have the opportunity to own your business and help clients achieve their financial goals. With our comprehensive range of financial services and insurance products, you'll be equipped to provide tailored solutions to your clients.Key Responsibilities:Develop and...

  • COUNTRY Trust Bank Financial Advisor

    20 hours ago

    Beaverton, OR, United States Country Financial Full time

    DescriptionIs this the role you are looking for If so read on for more details, and make sure to apply today.Our Financial Advisors are contracted as Financial Advisors of COUNTRY Trust Bank®, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and...

  • Client Service Coordinator

    3 days ago

    Beaverton, Oregon, United States Banfield Full time

    Job SummaryThe Client Service Coordinator plays a vital role in driving the flow of clients and pets through the hospital, maximizing the productivity of the veterinary medical team, and ensuring good communication with associates and clients.Key ResponsibilitiesActively recruit new clients by promoting hospital services and routing the flow of clients and...

  • Customer Advisor

    7 days ago

    Beaverton, United States CarMax Full time

    Carmax - 9405 SW Cascade Ave [Customer Service Rep] As a Customer Advisor at Carmax, you'll: Meet and greet all service customers in a friendly manner; Assist Service/Customer Operators with incoming service calls; Interview and document customer concerns; Establish specific call time with each customer to update them on the status of their vehicle; Create...

  • Client Services Project Manager

    3 weeks ago

    Beaverton, United States Adecco Full time

    Job DescriptionJob DescriptionCLIENT SERVICES PROJECT MANAGER - eDiscovery SectorLocation: Remote (CST/PST) Desired Start Date: October 14, 2024 Work Schedule: Mon—Fri, 9:00AM - 6:00PM CST Training Schedule: 9:00AM - 6:00PM CST OVERVIEW: Adecco is seeking a dynamic and experienced Client Services Project Manager to join our team, supporting a client in the...

  • Client Service Coordinator

    2 weeks ago

    Beaverton, United States Banfield Full time

    SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming,...

  • Financial Services Representative

    1 month ago

    Beaverton, Oregon, United States Banner Bank Full time

    About the RoleWe are seeking a highly skilled Banker to join our team at Banner Bank. As a key member of our team, you will be responsible for providing exceptional customer service, processing transactions accurately and efficiently, and assisting clients in achieving their financial goals.Key ResponsibilitiesAct as the face of the Bank and provide...

  • Customer Service

    4 weeks ago

    Beaverton, United States TEKsystems Full time

    Job DescriptionJob DescriptionA National Credit Union based out of the Hillsboro, Oregon area is interested in hiring representatives to their Sales and Service team in a Permanent + Long Term Opportunity! This position will be located onsite in Hillsboro Oregon. The team is interested in candidates with experience in Financial Customer Service or any Sales...

  • OSP Engineer III

    3 days ago

    Beaverton, Oregon, United States System One Full time

    Job Title: OSP Engineer IIIJob Summary:Mountain Ltd. has an opening for an OSP Engineer III working in the Beaverton, OR area. As a national leader in the industry, we provide high-quality engineering, on-time service delivery, and skilled personnel paired with innovative technology and creative solutions.Key Responsibilities:Perform detailed outside plant...

  • OSP Engineer III

    2 weeks ago

    Beaverton, Oregon, United States Mountain Ltd. Full time

    OSP Engineer III Job DescriptionMountain Ltd. is seeking an experienced OSP Engineer III to join our team in the Beaverton, OR area. As an OSP Engineer III, you will be responsible for performing detailed outside plant facility engineering tasks, including estimating, analyzing, designing, planning, and budget tracking.Key Responsibilities:Prepare and...

  • Client Support Specialist

    2 months ago

    Beaverton, Oregon, United States Chevron Stations, Inc. Full time

    Customer Service Representative:As a vital member of our team at Chevron Stations, Inc., you will play a key role in delivering exceptional service to our clients. Your responsibilities will include:Professional Communication: Engage with colleagues, clients, vendors, and the community in a respectful and professional manner.Company Image: Uphold a neat and...

  • HR Advisor

    4 weeks ago

    Beaverton, Oregon, United States Insight Global Full time

    Job DescriptionA major sportswear and footwear brand in Beaverton is seeking an HR Direct Advisor to join their team.This role supports internal employees through email, chat, and phone, requiring strong communication skills and experience handling high volumes of calls, emails, and chats daily.The HR Direct Advisor will be based in Beaverton, OR, working...

  • Fleet Technician III

    3 weeks ago

    Beaverton, Oregon, United States Sysco Full time

    Job SummarySysco is seeking a skilled Fleet Technician III to join our team. As a key member of our maintenance team, you will be responsible for performing quality preventive maintenance inspections and repairs on our fleet of vehicles and equipment. Your expertise will ensure the safety, reliability, and cost efficiency of our fleet throughout its life...

  • Account Associate

    7 days ago

    Beaverton, Oregon, United States SARAH MENDOZA - State Farm Agent Full time

    Job DescriptionAs a State Farm Agent Team Member, you will play a vital role in helping customers achieve their insurance and financial goals. This position offers a unique opportunity to work with a dynamic team and develop your skills in customer service, marketing, and sales.ResponsibilitiesEstablish and maintain strong relationships with customers,...

  • Administrative Support Specialist

    2 months ago

    Beaverton, Oregon, United States State of Oregon Full time

    Job Summary:We are seeking a highly skilled and detail-oriented Administrative Support Specialist to join our team at the State of Oregon. As an Administrative Support Specialist, you will be responsible for providing administrative support to our staff, including local tech support, routine troubleshooting, and financial responsibilities.Key...

  • Client Relationship Specialist

    4 weeks ago

    Beaverton, Oregon, United States Charles Schwab Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Client Relationship Specialist to join our team at Charles Schwab. As a key member of our branch network, you will play a critical role in delivering an unparalleled client experience and driving the operational success of our local branch.Key ResponsibilitiesProvide exceptional customer...

Client Services Associate III- Financial Advisor Support

4 months ago

Beaverton, United States First Tech Federal Credit Union Full time

The Client Services Associate III supports the Financial Advisor(s) in the prospecting, marketing, sales, and service of investment products while consistently meeting a high level of service and client engagement. Primary Responsibilities:

Fulfill client requests and resolve service-related issues ensuring all interactions are updated in CRM Facilitate the onboarding process for high-net-worth clients, which may involve more complex financial structures, specialized investment vehicles, and nuanced service requirements Prepare key documents and presentations for client meetings Organize and attend all appreciation and education events Track and contact all new leads from referrals or educational opportunities Utilize workflows to coordinate service activities and delegate appropriate tasks to team members Support Financial Advisors activities to provide education and appreciation to Experience Center partners Manage and resolve client complaints or disputes, which may involve navigating complex financial situations and working with regulatory bodies if necessary Provide detailed explanations and education to clients on complex financial concepts, investment strategies, and market trends Perform cash management tasks and money movement requests Process and document client requests (wires, checks, journals, ACH, etc.) Generate and manage Client Experience Plan via TouchPoint Management Maintain and organize client files and records to comply with the requirements of all Financial Industry Regulatory Authority (FINRA), Office of Supervisory Jurisdiction (OSJ), and Insurance Agency (Agency) regulators Communicate regularly via telephone, mail, email, social media, etc. to facilitate regular review meetings, webinars, social media content curation, email drip campaigns, and other client reach out efforts in alignment with Client Experience Plan Provide occasional mentorship and support to less experienced Associates, including training and new hire onboarding support Execute administrative & operational tasks, as assigned Experience and Education Requirement:

Minimum Education:

Associate's level degree or equivalent relevant work experience required Minimum 3 years' experience in investment support or administration, or similar experience in a client-facing support role with an investment/wealth management company Experience completing work/tasks in accordance with specific processes and procedures Effectively manage internal and external relationships, with the ability to use discretion and judgment when working matters of privacy Exceptional organizational skills with strong attention to detail and the ability to work under tight deadlines Proven skills and commitment in meeting or exceeding member expectations and requirements Demonstrated ability to establish credibility and rapport with internal and external stakeholders Ability to problem solve effectively, with strong critical thinking skills Ability to work autonomously with proven decision-making skills and sound judgment Working knowledge of Microsoft Office Suite Familiarity with CRM software (such as Salesforce) and financial planning software preferred Certification/License:

Series 7 + 66 (or equivalent 63/65 FINRA licenses) Location:

Cedar Hills Community Experience Center - Beaverton, OR Target Compensation in Beaverton, OR:

$32.21 to $35.58 + incentive Benefits options include:

Traditional medical, dental, and vision coverage 401K matching up to 5% per pay period Accrue up to 17 days of Paid Time Off your first year of employment 11 paid federal holidays Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)

#J-18808-Ljbffr