Top 907 Customer service Jobs in Vancouver Wa

Client Service Associate (CSA)
STANSBERRY ASSET MANAGEMENT, LLC —Camas, WA
- $60,000 - $70,000 a year
- Full-time
- Bachelor of Science
- Mid-level
- Office
Quick Apply
13d
Customer Care Specialist - Portland Division
Pioneer Metal Finishing Jobs —Tualatin, OR
- Full-time
- ERP systems
- Mid-level
- Administrative experience
- Wellness program
- Health savings account
Customer Service Representative - Manufacturing Operations
TENNMAX AMERICA, INC. —Vancouver, WA
- $23 - $25 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- ERP systems
- Commuter assistance
- Paid holidays
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13d
Customer Service Representative
AB Marketing LLC —Vancouver, WA
- $80,000 - $120,000 a year
- Contract
- Communication skills
- Entry level
- Under 1 year
- Mileage reimbursement
- Flexible schedule
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Customer Service & Sales Representative
URBANITE —Portland, OR
- $16.50 - $17.00 an hour
- Part-time
- High school diploma or GED
- Ability to lift 50 pounds
- Criminal background check
- Employee discount
- Flexible schedule
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Customer Service Associate I
Dollar Tree —Vancouver, WA
- $17.13 - $17.50 an hour
- Part-time
- High school diploma or GED
- Ability to lift 50 pounds
- Grocery store experience
- Health insurance
- Dental insurance
Pharmacy Customer Service Associate
Walgreens —Vancouver, WA
- $20.50 - $27.50 an hour
- Part-time
- Computer literacy
- Basic math
- English
- Continuing education credits
- Health insurance
Customer Service Representative
United Salad Co. —Portland, OR
- $21.50 - $23.50 an hour
- Full-time
- Background check
- Microsoft Outlook
- Word processing
- Health insurance
- Dental insurance
Front Desk Associate
The Lash Lounge —Portland, OR
- $19 an hour
- Part-time
- Inventory management
- High school diploma or GED
- US work authorization
- Health insurance
- Dental insurance
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1d
Hotel Front Desk Agent
Country Inn & Suites —Portland, OR
- $16.50 an hour
- Full-time
- Hotel
- US work authorization
- In-person
- Paid holidays
- Health insurance
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Customer Service Associate
Walgreens —Vancouver, WA
- $17.13 - $19.00 an hour
- Part-time
- Maintenance
- English
- Cleaning
- Health insurance
- Dental insurance
14d
Retail Customer Service Associate
FedEx Office —Vancouver, WA
- $18.35 - $21.57 an hour
- Part-time
- Maintenance
- High school diploma or GED
- Project management
- Health insurance
- Dental insurance
2d
Cashier (Good4u Customer Care)
Natural Grocers —Vancouver, WA
- From $17.50 an hour
- Full-time
- Data entry
- Entry level
- Wellness program
- Paid parental leave
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Customer Service/Sales
Home Depot —Vancouver, WA
- $18.50 - $20.50 an hour
- Temporary
- Entry level
- Profit sharing
- Paid parental leave
Customer Service Representative
Guild Garage Group —Vancouver, WA
- $20 - $25 an hour
- Full-time
- Research
- High school diploma or GED
- Communication skills
- Paid training
- Paid holidays
Quick Apply
Customer Service Representative
U-Haul —Vancouver, WA
- $17.13 - $18.00 an hour
- Part-time
- Clean driving record
- Forklift
- High school diploma or GED
- Paid holidays
- Health insurance
Customer Service Associate - Temporary
Walgreens —Vancouver, WA
- $17.13 - $19.00 an hour
- Part-time
- Maintenance
- English
- Cleaning
- Health insurance
- Dental insurance
8d
Guest Services Agent
Homewood Suites by Hilton —Vancouver, WA
- Part-time
- Word processing
- Computer literacy
- Writing skills
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Patient Services Representative
Rebound Orthopedics & Neurosurgery —Vancouver, WA
- $20.15 - $28.22 an hour
- Full-time
- Medical office experience
- HIPAA
- Microsoft Office
- Free parking
- Profit sharing
Quick Apply
Front Desk Receptionist
Lavish Salon —Vancouver, WA
- $17.50 - $18.00 an hour
- Part-time
- Inventory management
- Data entry
- Organizational skills
Quick Apply
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Client Service Associate (CSA)

STANSBERRY ASSET MANAGEMENT, LLC
Camas, WA

Quick Apply

Job Details

Full-time
$60,000 - $70,000 a year
13 days ago

Qualifications

Administrative experience
Securities Industry Essentials

Full Job Description

Company Overview:

Stansberry Asset Management (SAM) is proud to be recognized as a certified Great Place to Work, reflecting our commitment to fostering a supportive, positive, and collaborative environment where employees truly enjoy coming to work. Here, employees engage in meaningful work, directly helping clients achieve their financial goals, which brings a deep sense of purpose and satisfaction.

Our culture is rooted in collaboration, inclusion, and transparency, with accessible leadership that values input and creates a genuine sense of belonging. We prioritize work-life balance by offering the flexibility and support needed to manage personal and professional commitments effectively.

While skills and expertise matter at SAM, finding the right culture fits is our top priority. We seek individuals who bring commitment to hard work and excellence, while also embodying our core values of collaboration, respect, and integrity. We believe skills can be developed, but a strong work ethic and the right attitude are crucial for achieving long-term success—for both our team and our clients.

At SAM, it’s not just about having a job; it’s about joining a community where you feel valued, supported, and empowered to grow!

Job Summary:

The primary responsibility of this role is to provide exceptional client service by supporting SAM Wealth Managers (“WMs”) and their clients. The ideal candidate should have a strong understanding of the financial services industry, excellent organizational skills, and a commitment to delivering outstanding client experience.

Key Responsibilities:

Client relationship Manager & Client Support: Work with Wealth Manager(s) to serve as the main point of contact for client inquiries related to: account maintenance, online access, and other non-investment-related requests. Respond promptly and accurately to client inquiries with a high level of professionalism and courtesy. Support the Wealth Manager(s) with ad-hoc projects as necessary and provide backup coverage for other CSAs when needed.

Account Administration: Process client account documentation including but not limited to new account openings, account transfers, and account closures. Ensure accuracy and completeness of client information and documentation in compliance with regulatory requirements.

Client Onboarding: Assist with the client onboarding process when needed by coordinating between internal departments (compliance, operations, onboarding, business development, trading) and following the account setup process in relevant systems.

Client Reporting: Work with the Wealth Manager(s) to distribute regular client reports, including investment performance reports, account statements, and tax documents. Ensure timely and accurate delivery of reports according to client preferences.

Operational Support: Collaborate with internal teams to resolve operational issues related to client accounts. Coordinate with custodians, vendors, and service providers to address client requests and ensure efficient service delivery.

Client Documentation and Records: Maintain accurate and up-to-date client records, including client contact information, account details, and communications. Ensure adherence to data privacy and security policies.

Compliance Support: Assist in ensuring compliance with industry regulations, company policies, and legal requirements. Maintain an understanding of compliance procedures and assist in the implementation of compliance-related initiatives.

Relationship Building: Foster strong relationships with clients by demonstrating a proactive and attentive approach. Anticipate client needs and provide personalized support to enhance client satisfaction and retention.

Client Resource: Help clients navigate online platforms and tools related to their accounts while acting as a general resource to clients.

Team Collaboration: Collaborate with cross-functional teams, including wealth managers, operations, trading and compliance, to address client inquiries, resolve issues, and ensure seamless client experience.

Qualifications and Skills:

Bachelor's degree in finance, business administration, economics, or a related field. SIE is required.
2 to 5 years' experience in a client service or administrative role within the financial services industry, preferably with a Registered Investment Advisor, or wealth management firm
Strong knowledge of investment products, financial markets, and regulatory guidelines.
Excellent communication and interpersonal skills, with the ability to effectively interact with clients and colleagues.
Detail-oriented with exceptional organizational skills, capable of managing multiple tasks and priorities simultaneously.
Proficient in using CRM systems, client management tools, and Microsoft Office suite.
Strong problem-solving and decision-making abilities, with a focus on finding practical solutions to client issues.
Ability to work independently, take initiative, and demonstrate a strong sense of accountability.
High level of integrity, professionalism, and commitment to maintaining client confidentiality.
Understanding of compliance and regulatory requirements applicable to the financial services industry.

PI285471444

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Refine Your Search

customer service jobs in vancouver wa

Client Service Associate (CSA)

Customer Care Specialist - Portland Division

Customer Service Representative - Manufacturing Operations

Customer Service Representative

Customer Service & Sales Representative

Customer Service Associate I

Pharmacy Customer Service Associate

Customer Service Representative

Front Desk Associate

Hotel Front Desk Agent

Customer Service Associate

Retail Customer Service Associate

Cashier (Good4u Customer Care)

Customer Service/Sales

Customer Service Representative

Customer Service Representative

Customer Service Associate - Temporary

Guest Services Agent

Patient Services Representative

Front Desk Receptionist

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