- Aaron's Inc (Spokane, WA)
- ** Customer Accounts Advisor ** The salary...customers are 100% satisfied with the product. As a Customer Account Advisor , you will build ... also eligible for incentive pay based on performance._ Aaron's Customer Account Advisors serve as coaches to...life. **The Work** + Attainment and upkeep of customers' accounts including maintaining updated customer information in… more
- Valvoline (Kennewick, WA)
- **What You'll Do:** As a Customer Service Advisor , you are often the first and last face our customers see. You will create lasting impressions and build loyal ... online university + Medical and prescription drug coverage - with Health Savings Account contributions + Dental, vision, and 401(k) retirement savings plans - 100%… more
- Cardinal Health (Olympia, WA)
- …product portfolio to drive financial results, increase market share and exceed customer expectations. **Job Summary** The Advisor , Portfolio Management supports ... contributes to Cardinal Health** Portfolio Management is responsible for assessing customer needs, market conditions and competition to inform business strategy.… more
- Wilson Language Training (Olympia, WA)
- …a key strategic partner to K-12 district leaders, as their trusted Wilson Advisor , driving customer engagement, adoption, and long-term value from our solutions. ... You will own a portfolio of accounts and be accountable for revenue retention and growth...and team succeed + 10+ years of experience in Customer Success, Account Management, or related roles,… more
- Atria Wealth Solutions (Vancouver, WA)
- …in partnership with CUSO Financial Services, LP (CFS), is seeking an Investment Advisor Representative to provide investment services for members of Columbia CU in ... Assistance + And More! About The Role As an Advisor you'll collaborate with other Columbia CU employees to...product list, provide investment advice regarding securities and manage accounts or portfolios of member-investors with a fiduciary duty… more
- Navy Federal Credit Union (Lacey, WA)
- …process and procedures and FINRA, NASAA, SEC regulations + Conduct review of accounts to communicate account status, explain activities and inform clients of ... services to achieve the financial client's goals as a registered representative/ advisor /agent of Navy Federal Investment Services (NFIS) and subsidiaries, or… more
- Thrivent Financial (Bellevue, WA)
- …clients and their families. Responsibilities may include working with a Lead Advisor to develop and implement business and marketing plans to acquire, cultivate, ... building a sense of "community" with and among clients and prospects. The Associate Advisor reports to and is employed/contracted by the Lead Advisor . Thrivent… more
- Bank of America (Seattle, WA)
- …one year of financial services industry or sales experience **Skills:** + Advisory + Account Management + Client Experience Branding + Customer and Client Focus ... Financial Solutions Advisor Registration Candidate- Seattle North Shoreline, Washington;Lynnwood, Washington; Seattle, Washington; Seattle, Washington; Seattle,… more
- Thrivent Financial (Spokane, WA)
- …of Thrivent in Spokane, WA. We are growing and adding an Associate Financial Advisor to our team. Our vision is to offer our clients sound financial guidance ... is a full time role. As an Associate Financial Advisor , you'll be a resource for our financial advisors...+ Filling out necessary forms for opening or maintaining accounts + Maintain contact with clients to provide/obtain information… more
- Travelers Insurance Company (Olympia, WA)
- …- $66,100.00 **Target Openings** 25 **What Is the Opportunity?** As an Insurance Advisor Trainee, you will learn to serve as a personal insurance advisor ... to make recommendations on additional products that best suit the customer 's needs, when appropriate. We value a consultative, relationship-focused approach and… more