We have other current jobs related to this field that you can find below
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Client Services Representative
3 months ago
Portland, United States Precision Solutions Full timeDo you believe that all it takes is a little communication and a smile to solve most problems?Are you passionate about introducing solutions to clients they haven't even been aware of?Are you ready to grow your career and work for a company that you believe in?Three times yes? Then we need to meet you!Precision Solutions is looking for a Client Solutions...
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Client Services Representative
3 months ago
Portland, United States Precision Solutions Full timeDo you believe that all it takes is a little communication and a smile to solve most problems? Are you passionate about introducing solutions to clients they haven't even been aware of? Are you ready to grow your career and work for a company that you believe in? Three times yes? Then we need to meet you!Precision Solutions is looking for a Client Solutions...
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Client Services Representative
7 hours ago
Portland, Oregon, United States Ernest Packaging Full timePosition Overview:The Client Services Representative is responsible for managing order requests, including price inquiries, confirmations, follow-ups, and purchase orders. This role involves processing all orders, returns, credits, and any changes or cancellations directly from clients or sales personnel.Key Responsibilities:Respond promptly to client...
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Specialty Client Service Representative
4 weeks ago
Portland, United States DoveLewis Veterinary Emergency and Specialty Hospital Full timeAs a Specialty Client Service Representative , you are the first point of contact for our Specialty Department clients and their pets. Your responsibilities will include welcoming clients, building long-term relationships with them and their pets as they come in for follow-up visits, obtaining vital information from them, keeping paperwork up to date, and...
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Experienced Client Service Representative
3 months ago
Portland, United States DoveLewis Veterinary Emergency and Specialty Hospital Full timeDoveLewis Veterinary Emergency and Specialty Hospital is hiring full-time Experienced Client Service Representatives to join our Emergency Room front desk team. We are currently hiring for swing and overnight shifts.As a Client Service Representative in our Emergency Room, you are the first point of contact for our clients and their pets arriving for...
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Specialty Client Service Representative
1 month ago
Portland, United States DoveLewis Veterinary Emergency and Specialty Hospital Full timeAs a Specialty Client Service Representative, you are the first point of contact for our Specialty Department clients and their pets. Your responsibilities will include welcoming clients, building long-term relationships with them and their pets as the come in for follow-up visits, obtaining vital information from them, keeping paperwork up to date, and...
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Experienced Client Service Representative
2 months ago
Portland, United States DoveLewis Veterinary Emergency and Specialty Hospital Full timeDoveLewis Veterinary Emergency and Specialty Hospital is hiring full-time Experienced Client Service Representatives to join our Emergency Room front desk team. We are currently hiring for swing and overnight shifts. As a Client Service Representative in our Emergency Room , you are the first point of contact for our clients and their pets arriving for...
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Client Service Representative
2 months ago
Portland, United States Androscoggin Bank Full time** Client Service Representative - Portland** **Job Category****:** Retail Banking **Requisition Number****:** CLIEN01725 Showing 1 location **Job Details** **Description** **Client Service Representative - Downtown Portland** *Middle Street - Full Time (40 hours/week)* Working at Androscoggin Bank means that you'll make a difference in a solid, growing...
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Client Services Representative
2 months ago
Portland, United States DolFUN SWIM Academy Full timeJob DescriptionJob DescriptionBenefits:401(k)Competitive salaryDental insuranceEmployee discountsFlexible scheduleFree uniformsHealth insuranceOpportunity for advancementTraining & developmentVision insuranceWellness resourcesClient Services RepresentativeAre you a PEOPLE PERSON looking for a great part time position? Come be a part of our POD!Position...
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Client Services Representative
2 months ago
Portland, United States DolFUN SWIM Academy Full timeBenefits: 401(k) Competitive salary Dental insurance Employee discounts Flexible schedule Free uniforms Health insurance Opportunity for advancement Training & development Vision insurance Wellness resources Client Services RepresentativeAre you a PEOPLE PERSON looking for a great part time...
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Client Service Representative II
5 days ago
Portland, Oregon, United States Patterson Companies Full timeCustomer Service Rep IIPrimary Location Portland, Oregon Job ID R100434 Job SummaryAs a Customer Service Representative, you will play a vital role in ensuring a high standard of service is delivered to our clients. Your primary responsibility will be to respond to inquiries in a professional and friendly manner, assisting customers in identifying their...
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Bank Client Service Representative
1 month ago
Portland, United States Androscoggin Bank Full timeShowing 1 location **Job Details** **Description** **Client Service Representative - Downtown Portland** *Middle Street - Full Time (40 hours/week)* Working at Androscoggin Bank means that you'll make a difference in a solid, growing company that is committed to supporting Maine's communities and being Maine's best business Bank. You'll have access to...
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Client Representative
3 months ago
Portland, United States Summit Strive Consulting Full timeJob DescriptionJob DescriptionJob Title: Client Representative Company Overview:Join our passionate team dedicated to making a difference! We are a leading fundraising company committed to supporting non-profit organizations in achieving their missions. Our client representatives play a pivotal role in connecting donors with causes they care about,...
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Client Representative
3 months ago
Portland, United States Summit Strive Consulting Full timeJob DescriptionJob DescriptionJob Title: Client Representative Company Overview:Join our passionate team dedicated to making a difference! We are a leading fundraising company committed to supporting non-profit organizations in achieving their missions. Our client representatives play a pivotal role in connecting donors with causes they care about,...
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Client Representative
3 weeks ago
Portland, United States Summit Strive Consulting Full timeJob DescriptionJob DescriptionJob Title: Client Representative Company Overview:Join our passionate team dedicated to making a difference! We are a leading fundraising company committed to supporting non-profit organizations in achieving their missions. Our client representatives play a pivotal role in connecting donors with causes they care about,...
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Client Support Representative
4 weeks ago
Portland, United States Uspih Enterprises Full timeJob DescriptionJob DescriptionAre you looking for a long term stable career? Are you looking for opportunities for advancement? Want to work in an industry-leading company where hard work pays off?Upsih Enterprises is a company established on the concept of community, innovation, and exceeding our customer's expectations. We want our Client Support...
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Client Support Representative
7 days ago
Portland, United States Uspih Enterprises Full time $42,000 - $54,000Job DescriptionJob DescriptionAre you looking for a long term stable career? Are you looking for opportunities for advancement? Want to work in an industry-leading company where hard work pays off?Upsih Enterprises is a company established on the concept of community, innovation, and exceeding our customer's expectations. We want our Client Support...
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Client Support Representative
1 month ago
Portland, United States Upsih Enterprises Full timeJob DescriptionJob DescriptionAre you looking for a long term stable career? Are you looking for opportunities for advancement? Want to work in an industry-leading company where hard work pays off?Upsih Enterprises is a company established on the concept of community, innovation, and exceeding our customer's expectations. We want our Client Support...
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Client Support Representative
3 weeks ago
Portland, United States Uspih Enterprises Full timeJob DescriptionJob DescriptionAre you looking for a long term stable career? Are you looking for opportunities for advancement? Want to work in an industry-leading company where hard work pays off?Upsih Enterprises is a company established on the concept of community, innovation, and exceeding our customer's expectations. We want our Client Support...
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Client Support Representative
2 weeks ago
Portland, United States Uspih Enterprises Full time $42,000 - $54,000Job DescriptionJob DescriptionAre you looking for a long term stable career? Are you looking for opportunities for advancement? Want to work in an industry-leading company where hard work pays off?Upsih Enterprises is a company established on the concept of community, innovation, and exceeding our customer's expectations. We want our Client Support...
Sr. Client Services Representative
2 months ago
Job DescriptionThis person supports Financial Professionals (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This role may cover up to 3 Financial Professionals. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client relationships, schedule appointments, and communicate with clients and financial companies.The successful candidate is a sales assistant holding some licensing that may include Life, Accident & Health Insurance License, Series 6 or 7 & 66 (or 63/65 combo). They may also be a licensed sales assistant who is fully licensed but has less than 3 years of experience in the investment industry. This role is the second step of the career pathing program toward future opportunities that require full-licensing and more than 3 years of experience in the investment industry. What You Will Do: Act as a liaison between the registered representatives and their clients while following FINRA guidelines as a registered sales assistant. Answer phones, schedule appointments, and prepare materials for client meetings. Aid registered representatives in preparing client illustrations, graphs, charts, reports, etc. for registered representative presentations and appointment with clients. Prepare and complete client paperwork and follow up tasks to support registered representative. Aid registered representatives in entering trades instructed by a client or a registered representative on behalf of a client, but at no time suggest sales or purchase strategies nor recommendations to a client or prospect and never act as the registered representative on any client account. Spend time with clients on the phone, via virtual visits and in person to ensure client service level needs. Set client financial review meetings based on client service level agreement & prepare follow up meetings based on needs. Organize Client events and follow up tasks. Maintain an organized filing system following compliance guidelines. Conduct proactive outreach to clients and registered representatives on time sensitive activities (e.g., RMDs, Client's Quarterly/Annual Reviews). Assume ownership of inquiries and requests; communicate with internal Cetera departments to ensure clients' expectations for timely service delivery are met. Educate clients on account services, capabilities, and new technology. Complete required corporate training on new technologies and follow implementation guidelines. Maintain compliance guidelines, client communication notes in AdviceWorks/SmartWorks and Redtail while following Cetera standards in a timely manner. Work with Advisor through weekly meetings to help maintain Advisors Business Plan process, tasks, marketing and client communication expectations and follow up processes.What you will have: High School Diploma or GED Some licensing, which may include Life, Accident & Health Insurance License, FINRA Series 6 or 7, & 66 (or 63/65 combo) Experience in an administrative or customer service role Strong time management skills Excellent written and verbal communication skills Proficient in Microsoft Office tools (Word, Excel & PowerPoint) and ability to learn new programsWhat is nice to have: Previous experience in assisting Registered Representatives/Financial Advisors Financial services and/or banking background Bachelor's degree Attention to detail, excellent organization skills, ability to multi-task and produce timely results in a fast-paced work environment Able to manage own workflow and priorities, and can accommodate unexpected requests or needs from Advisors Self-starter, productive, works well with a team and independently Professional and positive attitude, friendly demeanor both in-person and by telephone Trustworthy; uses discretion with confidential information Listens well to instruction and consistently retains details#LI-OnsiteAbout UsWhat we give you in return:Not many teams can say that they support people's dreams coming to life... We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including: Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship Easy access to mental health benefits to meet our team members and their families where they are 20+ days of paid time off (PTO), paid holidays, 1 paid wellness day and 1 days of paid volunteer time off (VTO) to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years Paid parental leave to support all team members with birth, adoption, and foster Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more Employee Assistance Program (EAP), LifeLock, Pet Insurance and moreAbout Cetera Financial Group:Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology."Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, and First Allied Securities.Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.Agencies please note: this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.
