Top 420 Learning and Jobs in Pocatello, Id

Administrative Client Service Associate
Red Cedar Wealth Advisors LLC —Pocatello, ID
- $45,000 - $55,000 a year
- Full-time
- Background check
- Office
- Administrative experience
- Health savings account
- 401(k)
Quick Apply
8d
HR Manager
Virginia Transformer Corp. —Pocatello, ID
- Full-time
- Background check
- Research
- Mid-level
Quick Apply
Management Trainee- Pocatello, ID
Enterprise Mobility —Pocatello, ID
- $51,005.50 - $51,006.00 a year
- Urgently hiring
- Sales
- Business development
- Driver's License
- Profit sharing
- Health insurance
10d
Shipping and Receiving Associate
Wilbert Funeral Services, Inc. —Pocatello, ID
- Email
- Warehouse
- Entry level
Quick Apply
Server
Texas Roadhouse —Pocatello, ID
- Part-time
- Serving
- Casual dining restaurant
- Guest services
Production - Production Operator
Great Western Malting —Pocatello, ID
- Full-time
- Heavy lifting
- Driver's License
- Math
Learning Management System Support Desk & Student Team Supervisor, ITRC (1102)
Idaho State University —Pocatello, ID
- $55,000 - $57,000 a year
- Full-time
- 6 years
- Mid-level
- University
- Health insurance
- Dental insurance
Associate Vice President and Chief Information Officer (5600)
Idaho State University —Pocatello, ID
- Master's degree
- University
- Bachelor's degree
- Health insurance
- Dental insurance
Office Coordinator
IllumiLights —Pocatello, ID
- $17 - $21 an hour
- Part-time
- Inventory management
- Mid-level
- Office
Quick Apply
Executive Team Leader Specialty Sales (Assistant Manager Merchandising and Service) - Pocatello, ID
Target —Pocatello, ID
- $64,000 - $128,000 a year
- Weekends as needed
- Inventory management
- Merchandising
- Mid-level
- Paid holidays
- Disability insurance
Substitute Teacher - Idaho South Region
The Church of Jesus Christ of Latter-day Saints —Pocatello, ID
- Part-time
- Classroom
- High school diploma or GED
- Leadership
Production - Production Operator
Canada Malting —Pocatello, ID
- Full-time
- Heavy lifting
- Driver's License
- Math
Battery Builder
Titan Batteries —Pocatello, ID
- $17 - $18 an hour
- Full-time
- Military
- US work authorization
- Welding
- Health insurance
- Dental insurance
Quick Apply
8d
Retail Sales Associate
Old Navy —Pocatello, ID
- Part-time
- Continuous improvement
- Entry level
- Store discount
- Employee stock purchase plan
Resident Director, University Housing (1399)
Idaho State University —Pocatello, ID
- Residential
- University
- Bachelor's degree
- Health insurance
- Dental insurance
11d
Machine Operator
SME Steel —Pocatello, ID
- Extended hours
- Writing skills
- Warehouse
- Computer skills
Manufacture Laborer
Wilbert Funeral Services, Inc. —Pocatello, ID
- Email
- Entry level
- Under 1 year
Quick Apply
Server
Quail Ridge —Pocatello, ID
- Part-time
- High school diploma or GED
- Restaurant
- Entry level
Quick Apply
8d
.5 Paraprofessional
Pocatello/Chubbuck School District —Pocatello, ID
- Part-time
- Classroom
- High school diploma or GED
- Elementary school
- Health insurance
- Dental insurance
17h
Full-time Paraprofessional
Pocatello/Chubbuck School District —Pocatello, ID
- Online Application
- Classroom
- High school diploma or GED
- Public school
- Health insurance
- Dental insurance
4d

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Administrative Client Service Associate

Red Cedar Wealth Advisors LLC
Pocatello, ID

Quick Apply

Job Details

Full-time
$45,000 - $55,000 a year
8 days ago

Benefits

Health savings account
401(k)

Qualifications

Confidential information handling
Phone communication
Filing
Scanning
Administrative experience
Managing clients in a customer support role
Series 7
Digitization
CRM system proficiency

Full Job Description

Position Summary

Red Cedar Wealth Advisors is a growing retirement and wealth management practice serving pre-retirees and retirees nationwide. We are hiring a full-time Client Service Associate to run the back office: processing account paperwork, answering the phone, taking care of clients, and keeping the day-to-day operations organized and accurate. This is the person who makes sure nothing falls through the cracks while the advisor is in front of clients.

The right fit has already worked in the securities industry or in financial services back office and understands how account forms, custodians, and client information are handled. You do not need to be licensed to start, but you do need to be dependable, detail-oriented, discreet with confidential information, and comfortable talking with clients on the phone. This is a client-facing operations role in a fast-moving, high-output practice.

Key Responsibilities

Client Service & Phones

● Answer incoming calls, greet clients, and serve as a warm, professional first point of contact for a nationwide client base served largely by phone and video.

● Schedule and confirm client meetings, manage the advisor’s calendar, and prepare meeting materials.

● Follow up with clients on outstanding items and keep them informed on the status of their requests.

● Handle client questions on service and paperwork matters and route investment or advice questions to the advisor.

Account Paperwork & Processing

● Prepare, complete, and submit new-account applications, transfers, distributions, and service forms to the broker-dealer and custodians.

● Track paperwork from submission through completion and follow up on anything not-in-good-order (NIGO).

● Maintain accurate, organized, and compliant client files, both physical and digital.

Office & Administrative Operations

● Keep the office running: filing, mail, supplies, scanning, and general day-to-day administration.

● Assist with light operational support for the practice’s marketing and client-communication workflows as needed.

Compliance Support

● Follow all firm and broker-dealer procedures for handling client information and documentation.

● Help keep records audit-ready and support the advisor in meeting supervisory and compliance requirements.

Required Qualifications

● Prior experience in the securities industry or financial services back office (e.g., broker-dealer, RIA, bank/trust, insurance, or custodian operations).

● Solid understanding of account paperwork and how client documents move through processing.

● Strong attention to detail and accuracy with forms, numbers, and records.

● Professional phone manners and genuine comfort interacting with clients.

● Reliable, organized, and able to manage multiple tasks and deadlines without dropping anything.

● Proficient with computers, email, and common office and CRM software.

● Able to pass a background check and be bondable, and to complete broker-dealer onboarding requirements.

Preferred Qualifications

● Experience at a broker-dealer or RIA, or with a custodian such as Fidelity, Schwab, or Pershing.

● Familiarity with Osaic (or a similar independent broker-dealer) systems and paperwork.

● SIE, Series 7, or Series 66 — or a willingness to pursue licensing over time.

● Experience with a CRM (GoHighLevel a plus) and comfort learning new technology quickly.

Who Thrives Here

Red Cedar is a builder’s shop. We move fast, we care about doing right by clients, and we sweat the details because retirement money leaves no room for poor work. The person who succeeds here is dependable to the core, takes ownership, keeps client information confidential, and takes pride in being the organized backbone that lets the practice grow.

Pay: $45,000.00 - $55,000.00 per year

Benefits:

401(k)
Health savings account

Work Location: In person

Quick Apply

Refine Your Search

learning and jobs in pocatello, id

Administrative Client Service Associate

HR Manager

Management Trainee- Pocatello, ID

Shipping and Receiving Associate

Server

Production - Production Operator

Learning Management System Support Desk & Student Team Supervisor, ITRC (1102)

Associate Vice President and Chief Information Officer (5600)

Office Coordinator

Executive Team Leader Specialty Sales (Assistant Manager Merchandising and Service) - Pocatello, ID

Substitute Teacher - Idaho South Region

Production - Production Operator

Battery Builder

Retail Sales Associate

Resident Director, University Housing (1399)

Machine Operator

Manufacture Laborer

Server

.5 Paraprofessional

Full-time Paraprofessional

I want to receive the latest job alert for learning and in pocatello, id

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