- 5 years relevant experience required.
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Lead Service Associate
1 week ago
The Bartell Drug Company Vancouver, United StatesThe Bartell Drug Company · Lead Service Associate - JR032776 · Vancouver , · Washington · Apply Now · Lead Service AssociateContribute to our mission to improve Health and Wellness in your community.Become a Rite Aid Lead Service Associate, todayAs a Lead Service Associate, ...
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Service Desk Associate
3 days ago
PeaceHealth Vancouver, United StatesJob Description · Description · PeaceHealth is seeking a Service Desk Associate for a Per Diem/Relief, 0.001 FTE, Variable position. The salary range for this job opening at PeaceHealth is $ $37.44. The hiring rate is dependent upon several factors, including but not limited to ...
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Service Desk Associate
1 day ago
PeaceHealth Vancouver, United States· PeaceHealth is seeking a Service Desk Associate for a Per Diem/Relief, 0.001 FTE, Variable position. The salary range for this job opening at PeaceHealth is $24.96 – $37.44. The hiring rate is dependent upon several factors, including but not limited to education, training, wo ...
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Customer Service Associate 418
2 weeks ago
American Retail Services Vancouver, United States Part timeJob Description · Job DescriptionJOB TITLE: CSA – CASHIER PART-TIMEFLSA STATUS: NON-EXEMPT HOURLY · SHIFT SCHEDULE: AFTERNOON/EVENINGS · DEPT/LOCATION: 14300 NE 20th Ave, Bldg. E, Vancouver, WA · REPORTS TO: RETAIL STORE MANAGER · The Customer Service Associate (CSA) is respons ...
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Registered Client Service Associate
2 weeks ago
Ameriprise Financial Vancouver, United StatesJob Description: · Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America's leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will prov ...
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Associate Registrar of Enrollment Services
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Clark College Vancouver, United States· Clark College is currently accepting applications for a full-time, 12-month, exempt Associate Registrar position in Enrollment Services.Reporting to the Associate Dean of Enrollment Services/Registrar, this role is responsible for managing the Credentials team, overseeing tran ...
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Associate Registrar of Enrollment Services
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Clark College Vancouver, United StatesClark College is currently accepting applications for a full-time, 12-month, exempt Associate Registrar position in Enrollment Services.Reporting to the Associate Dean of Enrollment Services/Registrar, this role is responsible for managing the Credentials team, overseeing transcr ...
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Lead Service Associate
2 weeks ago
The Bartell Drug Company Vancouver, United StatesLead Service Associate Contribute to our mission to improve Health and Wellness in your community. Become a Rite Aid Lead Service Associate, today As a Lead Service Associate, you will supervise Store Associates while assisting in daily store operations. Your purpose is to provid ...
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Member Service Associate
3 weeks ago
Columbia Credit Union Vancouver, United StatesAbout Columbia Credit UnionColumbia CU is a full-service financial institution with $2.3 billion in assets, over 100k members and we pride ourselves in our commitment to "Making Life Better" in the communities we serve.Since 1952, our commitment toward "Making Life Better" has ea ...
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Customer Service Associate
1 week ago
Legacy Health Portland, United StatesCustomer Service Associate - Housekeeper · US-OR-Portland · Job ID: · Type: On-Call (10% Differential and Min Shift Availability Required) · Holladay Park campus · Overview · Performs a variety of general cleaning and housekeeping tasks to maintain patient rooms, patient care ar ...
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Sales and Service Associate
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24 Hour Fitness Vancouver, United States Part timeFULL-TIME Part-time · LOCATION 800 SE Tech Center Dr Vancouver WA 98683 · Who we are · At 24 Hour Fitness, we are dedicated to our mission of creating a healthier, happier world. We are passionate about providing a fitness community that is accessible, affordable, and welcoming t ...
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Customer Service Associate
1 week ago
Legacy Health Portland, United StatesCustomer Service Associate - Housekeeper · US-OR-Portland · Job ID: · Type: Regular Full-Time · Holladay Park campus · Overview · Performs a variety of general cleaning and housekeeping tasks to maintain patient rooms, patient care areas, offices, hallways and other assigned are ...
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Customer Service Associate
4 weeks ago
Legacy Health Portland, United StatesCustomer Service Associate - Housekeeper · US-OR-Portland · Job ID: · Type: Regular Full-Time · Holladay Park campus · Overview · Performs a variety of general cleaning and housekeeping tasks to maintain patient rooms, patient care areas, offices, hallways and other assigned are ...
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Hospitality Service Associate
6 days ago
Legacy Health Portland, United StatesHospitality Service Associate · US-OR-PORTLAND · Job ID: · Type: Part Time - Benefitted · Good Samaritan Medical Ctr campus · Overview · Kindness, courtesy and respect: These attributes allow you to relate well to others under a variety of conditions. As you provide customer ser ...
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Customer Service Associate
5 days ago
Legacy Health Portland, United StatesCustomer Service Associate - Housekeeper · US-OR-Portland · Job ID: · Type: On-Call (10% Differential and Min Shift Availability Required) · Holladay Park campus · Overview · Performs a variety of general cleaning and housekeeping tasks to maintain patient rooms, patient care ar ...
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Client Services Associate II
1 week ago
Elevance Health Vancouver, United States· Client Services Associate II · Location: This is a remote role. Candidates must reside in the state of Washington to be considered. Ideal candidates will live in one of the following counties : Clark, Skamania, Klickitat, Chelan, Douglas, Grant or Okanogan. · Hours: Day s ...
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Hospitality Service Associate
1 week ago
Legacy Health Portland, United StatesHospitality Service Associate (Food Service) · US-OR-PORTLAND · Job ID: · Type: On-Call (10% Differential and Min Shift Availability Required) · Emanuel Medical Ctr campus · Overview · Kindness, courtesy and respect: These attributes allow you to relate well to others under a va ...
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Hospitality Service Associate
2 weeks ago
Legacy Health Portland, United StatesHospitality Service Associate (Food Service) · US-OR-PORTLAND · Job ID: · Type: Part Time - Benefitted · Emanuel Medical Ctr campus · Overview · Kindness, courtesy and respect: These attributes allow you to relate well to others under a variety of conditions. As you provide cust ...
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Customer Service Associate
3 weeks ago
Legacy Health Portland, United StatesCustomer Service Associate - Housekeeper · US-OR-Portland · Job ID: · Type: Regular Full-Time · Holladay Park campus · Overview · Performs a variety of general cleaning and housekeeping tasks to maintain patient rooms, patient care areas, offices, hallways and other assigned are ...
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Hospitality Service Associate
1 week ago
Legacy Health Portland, United StatesHospitality Service Associate · US-OR-PORTLAND · Job ID: · Type: Part Time - Benefitted · Good Samaritan Medical Ctr campus · Overview · Kindness, courtesy and respect: These attributes allow you to relate well to others under a variety of conditions. As you provide customer ser ...
Registered Client Service Associate - Vancouver, United States - Ameriprise Financial
Description
Job Description:
Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America's leader in financial planning and ranked #1 in customer dedication.
As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships.
At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and build a positive impact on a client's overall experience, we invite you to take your career to the next level by applying to join our team todayKey Responsibilities
Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor.
Prepare and summarize client meetings by scheduling and confirming meetings, entering data into contact manager, building the agenda and summary of meetings, escorting clients to advisor meeting and providing vital follow-up.
Ensure new business paperwork is submitted efficiently which includes preparation of forms and documentation for submission to home office, acquisition of appropriate signatures, tracking of new insurance applications and coordination of rollovers.
Coordinate marketing events which include organizing the event, contacting vendors, finalizing event details, crafting marketing compliance documentation and managing event marketing reimbursement.
Provide general administrative duties such as answering the advisors' phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts.
Bachelors degree or equivalent.
State securities agent registration (S63 or S66) or ability to obtain within 150 days.
Experience working in a client service environment.
Detail-oriented, strong math, and analytical skills. Good organization and time management skills.
Able to manage multiple priorities and prioritize effectively. Able to independently work with minimal direct supervision.
Able to communicate with all levels within the organization. Process oriented and can work with a team.
Strong computer and software skills.
Preferred Qualifications
State IAR registration (S65 or S66) or ability to obtain within 150 days.
Life, Accident, and Health licenses & Variable Contracts or ability to obtain within 150 days.
About Our Company We're a diversified financial services leader with more than $1 trillion in assets under management and administration.
Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients.
We are a long-standing leader in financial planning and advice, a global asset manager and an insurer.Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial Services, Columbia Threadneedle Investments and RiverSource Insurance and Annuities.
Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the
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