Top 294 Client advisor Jobs in Boise, Id

PWM Client Services Team Leader
U.S. Bank National Association —Boise, ID
- $75,820 - $89,200 a year
- Full-time
- Bachelor's degree
- US work authorization
- Fair chance
- Paid holidays
- Disability insurance
Tesla Advisor, Delivery
Tesla —Meridian, ID
- Weekends as needed
- Mid-level
- Driver's License
- 1 year
- Commuter assistance
- Health savings account
ADVISOR (NCWB)
College of Western Idaho —Nampa, ID
- $21.12 - $26.40 an hour
- Weekends as needed
- Spanish
- Writing skills
- Public speaking
- Paid parental leave
- Health savings account
3d
Client Success Representative (Remote)
Demand.com —Boise, ID
- Remote
- Mid-level
- Communication skills
- Time management
Quick Apply
Tesla Advisor, Sales
Tesla —Meridian, ID
- Weekends as needed
- Dealership
- Driver's License
- 1 year
- Commuter assistance
- Health savings account
Category Management Trainer & Instructional Designer (CPG)
Acosta —Boise, ID
- $80,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- 3 years
Quick Apply
6d
Client Manager
Route Networking Group (RNG Group) —Boise, ID
- $90,000 - $205,000 a year
- 3 years
- Analysis skills
- Presentation skills
- Paid holidays
- Disability insurance
J.P. Morgan Wealth Management - Private Client Advisor - Eastern, ID
JPMorganChase —Boise, ID
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
Recovery Coach
Brick House Recovery —Boise, ID
- $19 an hour
- Full-time
- Background check
- 18 years or older
- Computer literacy
- Health insurance
- Retirement plan
Quick Apply
Senior Tax Accountant
Millington & Company —Meridian, ID
- $80,000 - $95,000 a year
- Full-time
- Management
- CPA
- 5 years
- Paid training
- Wellness program
Quick Apply
Tax Manager
Millington & Company —Meridian, ID
- From $140,000 a year
- Full-time
- Management
- CPA
- 5 years
- Paid holidays
- Health insurance
Quick Apply
Construction Manager - Life Safety & Electrical Systems
Cinder Staffing —Boise, ID
- $90,000 a year
- Extended hours
- Microsoft Excel
- Microsoft Outlook
- Construction site
Quick Apply
8d
Financial Advisor
Idaho Trust Bank —Boise, ID
- Full-time
- Mid-level
- Office
- 3 years
Quick Apply
Property & Causality Insurance Sales Advisor (Bilingual Preferred)
Westmark Credit Union —Boise, ID
- Full-time
- Hybrid work
- Spanish
- Up to 50% travel
- English
- Profit sharing
- Paid holidays
Quick Apply
Tax Expert - Expert Center (West)
Intuit —Meridian, ID
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
2d
Residential HVAC Installer
Express Plumbing Heating & Air —Nampa, ID
- $35 - $45 an hour
- Full-time
- Construction site
- Mid-level
- Residential
- Paid training
- Fuel card
Quick Apply
Financial Advisor (Mentorship & Training Provided)
Northwestern Mutual —Eagle, ID
- $64,000 - $148,000 a year
- Full-time
- Hybrid work
- Background check
- Bachelor's degree
- Children
- Disability insurance
- Health insurance
Quick Apply
New York Life Accelerated Path to Management Program
New York Life Insurance Company —Boise, ID
- $240,000 a year
- Full-time
- Hybrid work
- Mid-level
- Business development
- Mentoring
- AD&D insurance
- Disability insurance
Quick Apply
2d
Tech Success Consultant
Northwestern Mutual —Boise, ID
- $70,320 - $105,480 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Flexible schedule
1d
Aspiring Financial Advisor Program (Licensing Support & Training Provided)
Northwestern Mutual —Meridian, ID
- $61,850 - $137,160 a year
- Full-time
- Military
- Bachelor's degree
- Children
- Disability insurance
- Health insurance
Quick Apply

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client advisor jobs near boise, id

PWM Client Services Team Leader

U.S. Bank National Association -
Boise, ID

Apply Now

Job Details

Full-time
$75,820 - $89,200 a year

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Adoption assistance
Parental leave
Vision insurance
Life insurance

Qualifications

Managing teams in a customer support role
Team leadership
Bank experience

Full Job Description

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

Job Description

The Private Wealth Management (PWM) Client Services Team Leader is responsible for leadership of the support staff for Private Wealth Management. Has direct responsibility for overseeing the service and support team functioning as the primary contact between Wealth Management, Trust, Banking, or Investment clients, and U.S. Bank. Manages teams of associates that handle day-to-day client calls and transactions and problem resolutions, escalating items beyond specific authority to the assigned PWM Advisor or respective specialist. Works proactively to identify potential problems, compliance issues or fraud to maximize client satisfaction and encourage expansion of the client relationship. Develops working knowledge of assigned area accounts through frequent client contact.

Basic Qualifications

Bachelor's degree, or equivalent work experience
Typically a minimum of five years of banking experience, and at least one year of experience managing a team

Preferred Skills/Experience

Ability to be accountable and work independently in managing a team tasked with excellent service and issue resolution
Ability to effectively work with others as part of a high performing team
Effective communication skills, consultative approach and able to influence others to support objectives

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits:

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Review our full benefits available by employment status here.

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $75,820.00 - $89,200.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.

Apply Now

Refine Your Search

client advisor jobs in boise, id

PWM Client Services Team Leader

Tesla Advisor, Delivery

ADVISOR (NCWB)

Client Success Representative (Remote)

Tesla Advisor, Sales

Category Management Trainer & Instructional Designer (CPG)

Client Manager

J.P. Morgan Wealth Management - Private Client Advisor - Eastern, ID

Recovery Coach

Senior Tax Accountant

Tax Manager

Construction Manager - Life Safety & Electrical Systems

Financial Advisor

Property & Causality Insurance Sales Advisor (Bilingual Preferred)

Tax Expert - Expert Center (West)

Residential HVAC Installer

Financial Advisor (Mentorship & Training Provided)

New York Life Accelerated Path to Management Program

Tech Success Consultant

Aspiring Financial Advisor Program (Licensing Support & Training Provided)

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