Client Services Associate II
2 days ago
DescriptionThe Client Services Associate II 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.Here's what you can expect from the job and what you need to be successful:Job Duties:Oversee and manage new client onboarding process.Prepare key documents and presentations for client meetings.Fulfill client requests and resolve service-related issues ensuring all interactions are updated in CRM.Utilize workflows to coordinate service activities and delegate appropriate tasks to team members.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.Generate and manage Client Experience Plan via TouchPoint Management.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.Organize and attend all appreciation and education events.Support Financial Advisors activities to provide education and appreciation to Experience Center partners.Track and contact new leads from referrals or educational opportunities.Execute administrative & operational tasks, as assigned.Essential Skills:Minimum Education: Associate's level degree or equivalent relevant work experience required.Minimum one year 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 and financial planning software preferred.Certification/License: SIE + Series 7 preferred and desire to obtain further licensing (SIE + Series 7 + Series 63 or 66, or FINRA equivalent).Location: Hillsboro Corporate Office AND Vancouver Experience CenterTarget Compensation in Hillsboro, OR or Vancouver WA: $26.00 to $31.00 per hour + incentive/commission Benefits options include: Traditional medical, dental, and vision coverage401K matching up to 5% per pay periodAccrue up to 17 days of Paid Time Off your first year of employment11 paid federal holidaysSpecial 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)Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Tech Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.What makes First Tech different? Click here to learn more First Tech is not currently offering Visa sponsorship for this position #FT123
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Client Services Associate II
7 days ago
Hillsboro, United States First Tech Credit Union Full timeThe Client Services Associate II 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. Here's what you can expect from the j Client Service, Associate, Financial Advisor, Social Media, Financial Planning, Client, Banking, Business...
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Client Services Associate II
3 days ago
Hillsboro, United States First Tech Credit Union Full timeThe Client Services Associate II 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. Here's what you can expect from the j Client Service, Associate, Financial Advisor, Social Media, Financial Planning, Client, Banking, Business...
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Client Services Associate IV
3 weeks ago
Hillsboro, United States First Technology Federal Credit Union Full timeDescriptionThe Client Services Associate IV provides high level support to Financial Advisor(s) in the prospecting, marketing, sales and service of investment products while consistently meeting a high level of service and client engagement.Here's what you can expect from the job and what you need to be successful:Job Duties:Fulfill more complex client...
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Client Services Associate IV
1 month ago
Hillsboro, United States First Technology Federal Credit Union Full timeDescription The Client Services Associate IV provides high level support to Financial Advisor(s) in the prospecting, marketing, sales and service of investment products while consistently meeting a high level of service and client engagement. Here's what you can expect from the job and what you need to be successful: Job Duties:Fulfill more complex client...
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Client Service Coordinator
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Hillsboro, United States Banfield Full timeThe 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, friendly and efficient manner,...
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Field Service Engineer II
2 weeks ago
Hillsboro, United States Affinity Executive Search Full timeJob description: Our client is a leading provider of consumer, business-to-business, and industrial digital imaging solutions to the United States, Latin America, and the Caribbean markets.They are currently seeking a Field Service Engineering Technician (Level II) for their business in Northern Oregon (Hillsboro/Aloha region), to support their semiconductor...
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Field Service Engineer II
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Hillsboro, United States NPAworldwide Full timeOur client is a leading provider of consumer, business-to-business, and industrial digital imaging solutions to the United States, Latin America, and the Caribbean markets. They are currently seeking a Field Service Engineering Technician (Level II) for their business in Northern Oregon (Hillsboro/Aloha region), to support their semiconductor equipment...
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Field Service Engineer II
1 month ago
Hillsboro, United States APPLIED MATERIALS Full timeField Service Engineer II (C2) If you like to troubleshoot hardware, solve complex problems, and make equipment work better, this is the role for you. As a Field Service Engineer, you’ll work in our state-of-the-art facility and at customer sites around the globe, where you are the face of Applied Materials and an integral part of a vibrant and diverse...
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Field Service Engineer II
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Hillsboro, United States EV Group, Inc. Full timeJob DescriptionJob DescriptionJob Title: Field Service Engineer II – OnsiteReports to: Site CoordinatorClassification: Non-ExemptSummary:This position entails the installation, service, troubleshooting and repair of complex electronic and electromechanical equipment, site service, field process applications, and qualifications. In addition, the position is...
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Field Service Engineer II
3 weeks ago
Hillsboro, United States Applied Materials Full timeField Service Engineer II (C2) If you like to troubleshoot hardware, solve complex problems, and make equipment work better, this is the role for you. As a Field Service Engineer, you’ll work in our state-of-the-art facility and at customer sites around the globe, where you are the face of Applied Materials and an integral part of a vibrant and diverse...
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Field Service Engineer II
2 days ago
Hillsboro, United States Applied Materials Full timeField Service Engineer II (C2) If you like to troubleshoot hardware, solve complex problems, and make equipment work better, this is the role for you. As a Field Service Engineer, you'll work in our state-of-the-art facility and at customer sites around the globe, where you are the face of Applied Materials and an integral part of a vibrant and diverse team....
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Field Service Engineer II
1 month ago
Hillsboro, United States APPLIED MATERIALS Full timeField Service Engineer II (C2)If you like to troubleshoot hardware, solve complex problems, and make equipment work better, this is the role for you. As a Field Service Engineer, you'll work in our state-of-the-art facility and at customer sites around the globe, where you are the face of Applied Materials and an integral part of a vibrant and diverse...
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Field Service Engineer II
1 month ago
hillsboro, United States APPLIED MATERIALS Full timeField Service Engineer II (C2)If you like to troubleshoot hardware, solve complex problems, and make equipment work better, this is the role for you. As a Field Service Engineer, you’ll work in our state-of-the-art facility and at customer sites around the globe, where you are the face of Applied Materials and an integral part of a vibrant and diverse...
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Field Service Engineer II
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Hillsboro, United States Applied Materials Full timeField Service Engineer II (C2) If you like to troubleshoot hardware, solve complex problems, and make equipment work better, this is the role for you. As a Field Service Engineer, you’ll work in our state-of-the-art facility and at customer sites around the globe, where you are the face of Applied Materials and an integral part of a vibrant and diverse...
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Field Service Engineer II
3 weeks ago
Hillsboro, United States ASM Company Full timeASM is a leading global supplier of products, services, and materials for semiconductor processing. For more than half a century, innovation has been at the core of everything we do. Our smart, ambitious people are dedicated to creating cutting-edge solutions for the world's leading semiconductor providers. Every day we push the development of...
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Field Service Engineer
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Hillsboro, United States Paradigm Information Services, Inc. Full timeJob Description Paradigm is seeking a Field Service Engineer to support our client located in Hillsboro, OR. In this role, you will work on maintenance of E-beam machines and electron-beam lithography tools on the client site. Type: Full-Time, Direct hire Location: On-site in Hillsboro/Client Site Benefits: Medical, dental, vision, life, 401K, PTO As a Field...
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Senior Cardiac Nurse Specialist
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Hillsboro, United States HealthEcareers - Client Full timeAbout the RoleWe are seeking a Senior Cardiac Nurse Specialist to join our team at HealthEcareers - Client. As a key member of our nursing staff, you will provide high-quality care to patients with cardiac conditions in an outpatient setting.Key ResponsibilitiesProvide direct quality care for cardiac patients, using the nursing process and adhering to the...
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Manufacturing Technician
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Hillsboro, United States BCforward Full timeBCforward is currently seeking a highly motivated Manufacturing Technician - II (Day) for an opportunity Hillsboro, OR Position Title: Manufacturing Technician - II (Day)Location: Hillsboro, ORAnticipated Start Date: ASAP Please note this is the target date and is subject to change. BCforward will send official notice ahead of a confirmed start date.Expected...
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Customer Service Associate
3 days ago
Hillsboro, United States Spirit Halloween Full timeSpirit Halloween is looking for a Customer Service Associate to join our team. As a Customer Service Associate, you will be responsible for ensuring that every guest has a positive shopping experience. Key responsibilities include:Greeting and serving guests in a friendly and courteous manner
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Field Service Engineer II
1 month ago
Hillsboro, United States APPLIED MATERIALS Full timeJob DescriptionField Service Engineer II (C2)If you like to troubleshoot hardware, solve complex problems, and make equipment work better, this is the role for you. As a Field Service Engineer, you’ll work in our state-of-the-art facility and at customer sites around the globe, where you are the face of Applied Materials and an integral part of a vibrant...
