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Service client Jobs in Spokane Valley, WA

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Service client • spokane valley wa

Last updated: 10 hours ago
Client Service Specialist

Client Service Specialist

VirtualVocationsSpokane, Washington, United States
Full-time
A company is looking for a Client Service Specialist to provide exceptional service to investment clients and Financial Advisors in a technology-focused environment. Key Responsibilities Process i...Show moreLast updated: 30+ days ago
  • Promoted
Client Program Manager

Client Program Manager

PicarroSpokane, WA, US
Full-time
Picarro is transforming gas utility operations with innovative solutions for methane emissions management, risk-informed leak prioritization, and pipeline asset optimization.Gas Business Unit, you ...Show moreLast updated: 2 days ago
  • Promoted
MEP / PEP Client Service Manager

MEP / PEP Client Service Manager

AscensusSpokane, WA, US
Full-time
Builds and maintains the relationships of qualified defined contribution retirement plans utilizing our Recordkeeping platform. Acts as a point of contact for assigned relationships, resolves team e...Show moreLast updated: 4 days ago
  • Promoted
Client Service Specialist - Part Time 20 hours

Client Service Specialist - Part Time 20 hours

Umpqua BankLiberty Lake, WA, US
Part-time
Client Service Specialist (Teller).At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive.We are dedicated t...Show moreLast updated: 10 days ago
  • Promoted
Client Experience Manager

Client Experience Manager

PhreesiaSpokane, WA, US
Full-time
Are you a digital media enthusiast who excels at building rapport and trust with clients? We are seeking a Client Experience Manager with strong communication and problem-solving skills to join our...Show moreLast updated: 3 days ago
Client Executive

Client Executive

ConveyanceSpokane, WA, United States
Full-time
Spokane, WA (On-site, M–F, 7am–4pm).We partner with organizations to build stronger teams and with professionals to advance their careers. Recruiting is about relationships, and our firm...Show moreLast updated: 30+ days ago
Client Service Representative Lab

Client Service Representative Lab

MultiCare Health SystemSpokane
Full-time
At MultiCare, we strive to offer a true sense of belonging for all our employees.Across our health care network, you will find a dynamic range of meaningful careers, opportunities for growth, safe ...Show moreLast updated: 30+ days ago
  • Promoted
Client Services Representative

Client Services Representative

ZOLL Medical CorporationSpokane, WA, US
Full-time
At ZOLL, we're passionate about improving patient outcomes and helping save lives.We provide innovative technologies that make a meaningful difference in people's lives. Our medical devices, softwar...Show moreLast updated: 4 days ago
  • Promoted
  • New!
Client Services Representative

Client Services Representative

HomeStreet BankSpokane, WA, US
Full-time
Client Services Representative.Mechanics Bank Insurance Agency is currently searching for a Client Services Representative to join our team at our Spokane Valley, WA, agency.Responsible for daily s...Show moreLast updated: 10 hours ago
  • Promoted
Client Relations Coordinator

Client Relations Coordinator

CrossCountry MortgageSpokane, WA, US
Full-time
CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.Our ...Show moreLast updated: 4 days ago
  • Promoted
Flexible and Remote- Client Service Rep

Flexible and Remote- Client Service Rep

Global EliteSpokane, WA, US
Remote
Full-time
Flexible And Remote- Client Service Rep.Are you ready to break free from the conventional 9-to-5 and design a life that truly reflects your ambitions? Here's your chance to be your own boss, create...Show moreLast updated: 30+ days ago
  • Promoted
Private Client Placement Specialist

Private Client Placement Specialist

EPIC BrokersSpokane, WA, US
Full-time
Private Client Placement Specialist.Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry.Fueled ...Show moreLast updated: 4 days ago
  • Promoted
Client Service Representative - WFH

Client Service Representative - WFH

Spade RecruitingSpokane, WA, US
Remote
Full-time
Customer Service & Sales Representative.We're looking for motivated, service-minded individuals who enjoy helping others and communicating with people from all walks of life.If you're dependable, p...Show moreLast updated: 4 days ago
  • Promoted
Private Banking Client Service Associate II

Private Banking Client Service Associate II

Washington Trust BankSpokane, WA, United States
Full-time
In a team environment, the Private Banking Client Service Associate / Lending Assistant supports job activities of assigned Relationship Managers (RMs) within Private Banking.Assist with the administ...Show moreLast updated: 30+ days ago
  • Promoted
Client Success Advisor

Client Success Advisor

HagertySpokane, WA, US
Full-time
As a Client Success Advisor, you'll be responsible for proactively communicating with our clients to build our client relationships and respond to their questions and concerns via email, phone, and...Show moreLast updated: 3 days ago
  • Promoted
Client Service Specialist - Part Time 20 hours

Client Service Specialist - Part Time 20 hours

Washington StaffingLiberty Lake, WA, US
Part-time
Client Service Specialist - Part Time 20 Hours Retail Banking Group.At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where ass...Show moreLast updated: 3 days ago
  • Promoted
Client Engagement Center Service Representative (Bilingual-Spanish)

Client Engagement Center Service Representative (Bilingual-Spanish)

Banner BankSpokane, WA, United States
Full-time
More than 130 years ago, we started with core values that never go out of style : listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key rea...Show moreLast updated: 26 days ago
  • Promoted
Registered Client Service Associate - Bilingual English / Spanish

Registered Client Service Associate - Bilingual English / Spanish

Morgan StanleySpokane, WA, US
Full-time
Registered Client Service Associate.Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) / Private Wealth Advisor(s) (PWAs) / teams o...Show moreLast updated: 1 day ago
Client Satisfaction Associate

Client Satisfaction Associate

Proctoru Inc.Opportunity, Washington, USA
Full-time
At Meazure Learning we aim to empower open-minded inquisitive and driven people and we love how each new addition to the team adds to our culture. Here you can positively impact the careers of milli...Show moreLast updated: 2 days ago
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The cities near Spokane Valley, WA that boast the highest number of service client jobs are:
Client Service Specialist

Client Service Specialist

VirtualVocationsSpokane, Washington, United States
30+ days ago
Job type
  • Full-time
Job description

A company is looking for a Client Service Specialist to provide exceptional service to investment clients and Financial Advisors in a technology-focused environment.

Key Responsibilities

Process iCapital enrollments and manage cash functions including ACAT, wire, and ACH transfers

Deliver excellent customer service by explaining complex money movement processes to clients

Collaborate with cross-functional teams on operational matters and complete service requests within set guidelines

Required Qualifications

High School Diploma or GED required; Bachelor's degree preferred

Minimum of 2 years' experience in financial services operations preferred

Experience with client service in investment advisory, including ACAT and IRA distributions

Familiarity with web-based investment service delivery in a remote service model

Ability to manage complex operational work and adhere to regulatory requirements