Investment Support Specialist
5 days ago
Tarr Financial seeks an experienced licensed relationship/operations manager to support financial advisors in delivering top-notch service to clients. This role requires strong organizational skills, excellent communication and interpersonal skills, and proficiency in Microsoft Office Suite and financial software.
Responsibilities- Support financial advisors in preparing client presentations, financial plans, and investment proposals.
- Manage and maintain accurate client records.
- Respond to client inquiries and provide exceptional customer service.
- Schedule appointments and coordinate meetings between clients and advisors.
- Research investment products, market trends, and financial regulations.
- Track client accounts and monitor investment performance.
- Prepare and process client onboarding documents.
- Collaborate with team members for efficient office operations and client satisfaction.
Salary Range: $65,000 - $85,000 per year
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Investment Support Specialist
2 days ago
Marysville, Washington, United States Tarr Financial Full timeAbout Tarr Financial:Tarr Financial is a leading financial services firm dedicated to providing exceptional service to our clients. Our team of experienced professionals is committed to helping individuals and businesses achieve their financial goals.Job Description:This role involves supporting our financial advisors in delivering exceptional service to...
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Client Service and Investment Manager
3 days ago
Marysville, Washington, United States Tarr Financial Full timeInvestment Management Role: Tarr Financial is seeking an experienced client service and investment manager to support our financial advisors in delivering exceptional client service and managing investment portfolios. This role requires strong analytical and communication skills, as well as a deep understanding of financial markets and regulations.Key...
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Marysville, Washington, United States Tarr Financial Full timeJob Overview: Tarr Financial is seeking a skilled licensed relationship and administrative specialist to support our financial advisors in delivering exceptional client service and managing administrative tasks. This role offers opportunities for career growth and development in finance and related fields.Responsibilities:Support financial advisors in...
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Healthcare Support Specialist
3 days ago
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Mobility Therapist Specialist
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Mobile Rehabilitation Specialist
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Customer Service Specialist
2 days ago
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Personal Care Support Specialist
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Marysville, Washington, United States Korean Women's Association Full timeKorean Women's Association (KWA) is a 501(c)(3) nonprofit organization in Jefferson County, WA, dedicated to providing social services for diverse communities. We are seeking a Personal Care Assistant - Caregiver to join our esteemed team.Job Summary:This is an excellent opportunity for a compassionate and detail-oriented individual to make a meaningful...