Top 94185 Client Services Representative Jobs

Associate Financial Advisor - Afton Union Financial Group - Seattle, WA
Thrivent —Seattle, WA
- $100,000 - $140,000 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- 3 years
- Retirement plan
Quick Apply
Sales Development Representative-PGT Services
PGT Trucking, Inc —Rochester, PA
- From $50,000 a year
- Full-time
- Mid-level
- Flatbed truck
- In-person
- Opportunities for advancement
Quick Apply
Financial Sales Representative
New York Life —Uniondale, NY
- $85,000 - $150,000 a year
- Hybrid work
- Mid-level
- Office
- Business development experience
- Disability insurance
- Health insurance
Quick Apply
Sales Representative
Maddox Industrial Transformer —Moscow, ID
- $88,800 - $92,600 a year
- Full-time
- Writing skills
- 11+ years
- Computer skills
Quick Apply
Account Representative – Public Sector Solutions
Vanguard Direct —New York, NY
- $100,000 - $150,000 a year
- Full-time
- Bachelor of Science
- 8 years
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Inside Sales Representative
Phoenix Consulting Group of Nashville —Nashville, TN
- $60,000 - $100,000 a year
- Full-time
- In-person
- Communication skills
- Entry level
Quick Apply
Affluent Personal Lines Account Executive (Palm Beach Gardens, FL) - HNW Experience Required
NFP Corp —Palm Beach Gardens, FL
- $65,000 - $110,000 a year
- Full-time
- Hybrid work
- 5 years
- Bachelor of Science
- Writing skills
- Paid holidays
- Disability insurance
Quick Apply
Freight broker/carrier sales representative
SAV Transportation Group —Coon Rapids, MN
- $55,000 - $75,000 a year
- Full-time
- Hybrid work
- Data analysis skills
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
Account Manager
Phoenix Consulting Group of Nashville —Nashville, TN
- $60,000 - $100,000 a year
- Full-time
- Mid-level
- In-person
- Communication skills
Quick Apply
Insurance Service Specialist - Owatonna, MN
Federated Mutual Insurance Company —Owatonna, MN
- $25.20 - $34.20 an hour
- Full-time
- Mid-level
- Office
- 3 years
- Health insurance
- 401(k)
Technology Solutions Sales Representative
Herald Office Solutions —Lumberton, NC
- $35,000 - $50,000 a year
- Full-time
- Sales
- Marketing
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
9d
3PL Fulfillment Client Success Support Representative
Speed Commerce —Louisiana, MO
- $15 an hour
- Full-time
- Microsoft Excel
- Customer service
- Basic math
- Health insurance
- Dental insurance
Quick Apply
9d
Client Service Representative
Specialty Enzymes & Probiotics —Chino, CA
- $26 - $28 an hour
- Full-time
- Customer service
- Bachelor of Science
- Research
- Paid holidays
- Health insurance
Quick Apply
Full-Time Luxury Sales Representative
Stauer —Burnsville, MN
- $50,000 - $100,000 a year
- Full-time
- Hybrid work
- Mid-level
- High school diploma or GED
- AD&D insurance
- Paid holidays
5d
Bi-Lingual Customer Success Liaison
Industrial Sorting Services —Cincinnati, OH
- Full-time
- Bilingual
- Spanish
- English
- Disability insurance
- Health insurance
Quick Apply
11d
Strategic Account Manager - PBM
EHIM —Southfield, MI
- Extended hours
- Microsoft Outlook
- Public speaking
- Mid-level
- Wellness program
- Paid holidays
Quick Apply
Sales Representative
Matchless Stove & Chimney —Halfmoon, NY
- $40,000 - $55,000 a year
- Full-time
- Military
- Organizational skills
- In-person
- 401(k)
- Paid time off
Quick Apply
Salesforce Administrator – Five9 & Revenue Operations
Allegiance Gold —Calabasas, CA
- From $150,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Health savings account
- Health insurance
Quick Apply
3d
Digital Sales Chat Representative
Foundever —Fort Smith, AR
- $17.50 an hour
- Weekends as needed
- Background check
- 18 years or older
- Office
- Paid training
- Wellness program
10d
Technology Solutions Sales Representative
Herald Office Solutions —Charleston, SC
- $35,000 - $50,000 a year
- Full-time
- Sales
- Marketing
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
9d

I want to receive the latest job alert for Client Services Representative

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

Client Services Representative jobs near

Customer Service Representative jobs in Chino, CA

Sales Representative jobs in Charleston, SC

Account Representative jobs in New York, NY

Customer Support Representative jobs in Louisiana, MO

Inside Sales Representative jobs in Nashville, TN

Financial Advisor jobs in Seattle, WA

Account Manager jobs in Nashville, TN

Sales Representative jobs in Burnsville, MN

Insurance Specialist jobs in Coppell, TX

Peer Support Specialist jobs in Indiana

Insurance Specialist jobs in Remote

Insurance Specialist jobs in San Diego, CA

Insurance Specialist jobs in Knoxville, TN

Dshs Program Specialist jobs in Austin, TX

Customer Success Manager jobs in Norfolk, VA

Customer Success Manager jobs in Georgia

Customer Success Manager jobs in Des Moines, IA

Customer Success Manager jobs in California

Customer Success Manager jobs in Portland, ME

Customer Service jobs in Macon, GA

Associate Financial Advisor - Afton Union Financial Group - Seattle, WA

Thrivent -
Seattle, WA

Quick Apply

Job Details

Full-time
$100,000 - $140,000 a year

Benefits

Retirement plan

Qualifications

Customer communication
Confidential information handling
Research
Series 7
Financial product expertise
Community relationship building
Life & Health Insurance License
Relationship building in financial sales
Experience practicing in the securities industry

Full Job Description

Meaningful work. Rewarding career.

Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.

Afton Union Financial Group in Seattle, WA is an independent financial services practice of Thrivent a values driven practice focused on building long term relationships and serving clients as an extension of their family and not just managing accounts but supporting lives. We are growing and adding an Associate Financial Advisor to our team.

In this role you will be working closely with a Lead Advisor to support clients through investment planning, insurance solutions, and ongoing relationship management. This role is highly collaborative and offers the opportunity to be deeply involved in client meetings, case preparation, marketing initiatives, and community building efforts with clients and prospects and offers a clear path for long-term growth. This is a full-time role that is a hybrid role (will consider remote candidates who reside in the Pacific or Mountain Time zone)

As an Associate Financial Advisor, you’ll be a resource for our financial advisors and provide support to the clients of Afton Union Financial Group, including:

Handle sensitive communications with members/customers, which may include highly confidential information and effectively respond through verbal and written communications to ensure a high level of customer satisfaction
Facilitate and/or co-present product specific seminars and/or workshops as necessary
Identify criteria for fund selection and track against indexes, specifically for WRAP accounts
Participate in business planning for the Practice as needed
Counsel and advise prospective and current members/customers on suitable financial products and investment advisory services
Open and complete product applications
Conducting substantive research or information gathering that will be used with making suitable securities product recommendations or providing appropriate investment advice (e.g. conducting due diligence, etc.)
Accepting and/or entering securities trade orders from customers, including unsolicited trade orders
Explain, discuss or interpret insurance coverage; analyze exposures or policies; provide recommendations
Issue certificates of insurance, endorsements, binders, commitments, or insurance contracts
Assist financial representatives in the preparation and follow up for the member/customer meetings
Collaborate with financial representatives to assist clients with product changes
Participate and drive marketing services including direct-mail, fraternal activities, seminars, meetings
Additional responsibilities may be assigned in accordance with licensure and business needs

You will be employed/contracted by Afton Union Financial Group .

Desired Characteristics

Our culture and our people are special. We’re looking for people who are – or want to become – part of the communities where clients live, work and worship. Our ideal candidate is:

Motivated Self-Starter
Analytical thinker
Customer Service Focused
Clear and professional communication
Strong attention to detail and follow through

Requirements

Securities (Series 7 and 66 or Series 7, 63 and 65) and resident state Life, Health and Annuities registration required
CFP preferred but not required
Proficiency with Money Guide Pro, Wealthscape, Morningstar and Salesforce highly desired
3-5 years of experience in Financial Services as a licensed Advisor
Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
Ability to maintain integrity of sensitive/confidential information
Basic understanding of the sponsoring financial advisor our products and services, and Thrivent Financial

External/Internal Dependencies

Must be able to work with all roles of the sponsoring financial advisor
Must be able to represent the organization in work with external clients
Must be able to cultivate and maintain relationships with outside organizations

Thrivent Investment Management is the sponsor for FINRA registration, and Thrivent Financial for Lutherans is the sponsor for insurance licensure.

Compensation and Benefits

$100,000 - $140,000 Annual compensation
Simple IRA with Employer Match
Health Benefit Stipend offered

About Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $194 billion in assets under management/advisement (as of 12/31/24). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.

To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Pay Transparency

Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to [email protected] or call 800-847-4836 and request Human Resources.

#CAMPG

Work Location: In person

Quick Apply

Refine Your Search

Client Services Representative jobs

Associate Financial Advisor - Afton Union Financial Group - Seattle, WA

Sales Development Representative-PGT Services

Financial Sales Representative

Sales Representative

Account Representative – Public Sector Solutions

Inside Sales Representative

Affluent Personal Lines Account Executive (Palm Beach Gardens, FL) - HNW Experience Required

Freight broker/carrier sales representative

Account Manager

Insurance Service Specialist - Owatonna, MN

Technology Solutions Sales Representative

3PL Fulfillment Client Success Support Representative

Client Service Representative

Full-Time Luxury Sales Representative

Bi-Lingual Customer Success Liaison

Strategic Account Manager - PBM

Sales Representative

Salesforce Administrator – Five9 & Revenue Operations

Digital Sales Chat Representative

Technology Solutions Sales Representative

I want to receive the latest job alert for Client Services Representative

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected