Client Service Associate – Entry Level

Full-time

Investing can be one of the most important and nerve-racking aspects of people’s lives. At Fisher Investments, we believe your career goals and your desire to help others should go hand-in-hand.

As a Client Service Associate (CSA), you will form relationships with clients to give them support in navigating their financial futures.

The Opportunity :

You will be up close and personal with the high-net-worth clients that we help every day. Our proficient CSAs positively impact our clients by managing all operational aspects of our firm’s relationship with them.

You will coordinate client requests by working with multiple internal departments, including portfolio management, sales, service, and more.

This is not just a job; it is a jumping-off-point within the finance industry. Whether or not you have a finance background, your possibilities here are endless.

We hire from all majors and backgrounds, because we believe we’re better off with the diversity it brings. You will be mentored by an experienced CSA to help you succeed at your role and will report to your Manager who will provide coaching to prepare you for future opportunities within our organization.

The Day-to-Day :

  • Communicate with high-net-worth clients by phone and email in an open, team-oriented work environment
  • Fulfill operational tasks between Fisher Investments and our top brokerage houses who act as our dedicated custodians
  • Establish and clear accounts and resolve documentation and transfer issues

Your Qualifications :

  • Bachelor’s degree, or equivalent combination of education and experience
  • Commitment to maintain quality of work while sticking to a timeline
  • You meet challenges head-on. You learn from your setbacks and work towards improvement
  • You are engaging and can connect with a wide array of audiences by phone and email

Compensation :

  • $50,000 - $65,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience
  • Eligible for a discretionary bonus based on firm and individual performance

Why Fisher Investments :

We work for a bigger purpose : bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification.

It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like :

  • 100% paid medical, dental and vision premiums for you and your qualifying dependents
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO*, plus 10 paid holidays (*17 days of PTO and 3 days of sick time for California employees)
  • Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Apply Now

Related Jobs

Client Service Associate – Entry Level

Fisher Investments Portland, OR
APPLY

Investing can be one of the most important and nerve-racking aspects of people’s lives. At Fisher Investments, we believe your career goals and your desire to help others should go hand-in-hand.

As a Client Service Associate (CSA), you will form relationships with clients to give them support in navigating their financial futures.

The Opportunity :

You will be up close and personal with the high-net-worth clients that we help every day. Our proficient CSAs positively impact our clients by managing all operational aspects of our firm’s relationship with them.

You will coordinate client requests by working with multiple internal departments, including portfolio management, sales, service, and more.

This is not just a job; it is a jumping-off-point within the finance industry. Whether or not you have a finance background, your possibilities here are endless.

We hire from all majors and backgrounds, because we believe we’re better off with the diversity it brings. You will be mentored by an experienced CSA to help you succeed at your role and will report to your Manager who will provide coaching to prepare you for future opportunities within our organization.

The Day-to-Day :

  • Communicate with high-net-worth clients by phone and email in an open, team-oriented work environment
  • Fulfill operational tasks between Fisher Investments and our top brokerage houses who act as our dedicated custodians
  • Establish and clear accounts and resolve documentation and transfer issues

Your Qualifications :

  • Bachelor’s degree, or equivalent combination of education and experience
  • Commitment to maintain quality of work while sticking to a timeline
  • You meet challenges head-on. You learn from your setbacks and work towards improvement
  • You are engaging and can connect with a wide array of audiences by phone and email

Compensation :

  • $50,000 - $65,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience
  • Eligible for a discretionary bonus based on firm and individual performance

Why Fisher Investments :

We work for a bigger purpose : bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification.

It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like :

  • 100% paid medical, dental and vision premiums for you and your qualifying dependents
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO*, plus 10 paid holidays (*17 days of PTO and 3 days of sick time for California employees)
  • Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Full-time
APPLY

Sales representative

Apollo Consulting Group Portland, OR
APPLY

Have you been wanting to start a career in sales but are unsure of where to begin? At Apollo Consulting , our Entry Level Sales Representative role will provide you with complete training and mentorship in communication and customer service while mastering an effective sales approach.

Apollo Consulting serves as a promotional marketing firm that works with one of the largest leading telecommunication companies in the world.

Our extraordinary growth and representation of our clients have allowed us to provide our sales representatives with unparalleled opportunities to succeed in the business industry.

In the Entry Level Sales Representative role, there will be a hands-on approach to learning which will consist of roleplay scenarios by letting the candidate actively apply their knowledge to situations when dealing with our customers.

We are seeking a candidate who has a strong student mentality and willingness to learn. A top-quality candidate is someone driven, goal & solution-oriented, and someone who possesses the desire to continuously improve as Apollo Consulting amplifies its growth into different markets.

Sales Representative Responsibilities : Ensure excellent customer service by working directly with our customers and following up with them to guarantee that their needs are met Able to contrive a proper proposal that will help with establishing successful sales strategies Construct informative product presentations designed to address and target the customer's needs Must be able to build rapport with customers to adequately promote products as well as upholding our clients' reputation Work territory in an effective manner to allow tasks to be completed on time, build better customer relationships and increase the quality leads Attend daily training to help familiarize yourself with the product knowledge in order to better provide services to potential customers Sales Representative Requirements : Must have personal and interpersonal skills in order to effectively communicate with customers Ability to work in a diverse environment that allows for innovative ideas to broaden skill sets A strong work ethic and student mentality in order to complete the Entry Level Sales Representative Role and develop new skills to grow within the company Have a basic understanding of sales and marketing Leadership development is preferred but not required #LI-Onsite Powered by JazzHR

Full-time
APPLY

Entry level machine

Isoflex Portland, OR
APPLY

ISOFLEX is growing in VANCOUVER, WA!

ISOFLEX is immediately hiring Entry Level Machine Operators to join our Vancouver, WA Team!

APPLY TODAY!

The MACHINE OPERATOR is a vital member of the ISOFLEX team and must be able to follow specific job instructions and safety guidelines at all times.

They will set up all processes for the equipment they are operating and operate within tolerances. This role is responsible for troubleshooting processes, performing basic maintenance, and inventory controls & audits.

While maintaining a clean & safe work area, they regularly weigh raw materials in and finished product out. They will minimize waste while optimizing output and maintain all required paperwork in accordance with company policies.

The Machine Operator works cooperatively in a team environment.

Machine Operators Receive :

  • On the Spot OFFERS!
  • Competitive Compensation ($18 / hr. w / shift differentials!)
  • On the Job Training
  • Comprehensive medical, dental
  • PTO and Vacation
  • Accident, life, disability, and critical illness insurance
  • 401k program with match
  • Yearly steel toed boot stipend ($100 Voucher)
  • Multiple Advancement Opportunities
  • AND MORE!

Machine Operator Requirements :

  • No Education or previous experience Required!
  • Must have excellent communication skills (read, write, & speak English fluently)
  • Ability to handle multiple tasks concurrently in a fast-paced environment
  • Able to wear required safety gear (steel toed shoes, safety glasses, ear plugs, hair net, etc..)
  • Ability to frequently walk, squat, bend, lift / move up to 75 lbs.
  • Willing & Able to pass a Drug / Background Check (We do NOT Test for THC / marijuana)

Be Part of a Leading Team in the Flexible Packaging Industry!

ISOFlex Packaging , a division ofSigma Plastics, is a manufacturer of specialty films for the laminating, printing, coating and converting markets.

What started in 1985 as an idea to build a company that paved a new way of doing things in the film industry has grown into a major film manufacturer that operates seven locations throughout the U.

S. We deliver custom-engineered solutions to solve the toughest flexible packaging challenges. ISOFlex is committed to quality, service and creating a collaborative and safe work environment that attracts only the best people.

We offer competitive pay and opportunities to grow!

Join the ISOFLEX Team TODAY!

Full-time
APPLY

Entry level client coordinator

Precision Solutions Inc. Portland, OR
APPLY

While most of us worked remotely during COVID-19, we are thrilled to resume some normalcy and get back to business. At the beginning of quarantine, from makeshift offices and dining room tables, we made aggressive moves to build new relationships with essential businesses that were determined to improve their customer experiences and support communities across the country, even though these challenging times.

We worked tirelessly to adapt our hiring and training methods over the last couple of months, and we are officially ready to offer career opportunities to resilient, goal-oriented individuals.

Our overarching mission is to make life a little easier and provide go-to technology and service support for individuals as we collectively navigate our "new normal.

Entry Level Client Coordinator's Key Responsibilities : Directly engage all customers using strong relationship-building and active listening techniques to provide adequate product recommendations and guarantee customer satisfaction Use a combination of outreach strategies, customer feedback, and brainstorming sessions to gain productive insight and improve communication and marketing methods Work cross-functionally to craft and deliver direct, relationship-focused communication and outreach strategies Build and maintain reliable relationships across multiple levels within the organization and become a subject matter expert for effective communication techniques Utilizing personal experiences and industry research, create and deliver communication workshops to advise fellow team members on how to understand a customer's needs and effectively communicate the value our client can bring to address their challenges We are committed to making our training and expertise widely accessible to all employees throughout their careers, so regular coaching and mentorship are a daily component of this position.

What You Bring to the Table : Solid customer service experience, preferably in the hospitality industry due to the fast-paced nature of the role Ambition, cause-oriented self-starter that willingly goes the extra mile Excellent interpersonal and customer relations skills whether in-person, virtually, or in writing Demonstrated ability to work in an action-oriented, cross-functional environment Exceptionally bright, passionate mentality with a passion for communication, helping others, and building a rewarding career Powered by JazzHR

Full-time
APPLY

Data entry operator

Reliable Automatic Sprinkler Co., Inc. Portland, OR
APPLY

Data Entry operator

Fabrication Sales

Portland

Reliable Automatic Sprinkler Co. is a world leader in the manufacture of fire sprinklers and related system valves as well as a major distributor of a full line of fire sprinkler system components and fabricated piping solutions to the fire sprinkler industry since 1920.

Today, Reliable is in its fourth generation of Fee Family leadership and has many employees who have served more than 25 years, enhancing its family atmosphere and its ability to offer significant stable, long-term career opportunities.

Are you interested in being part of team who plays a crucial role of the fire protection industry's goal of saving lives and reducing property damage?

We have an opportunity for you!

Summary

The Data Entry Operator processes fabrication quotes as required for fire protection contractors.

Duties and Responsibilities

  • Responsible for hand entering and processing projects
  • Works closely with the Fabrication Administrator and Customers to ensure complete communication from project start to finish
  • Reviews Fabrication paperwork for accuracy
  • Prepares, processes, and uploads Fabrication quotes for the Portland Fabrication Shop
  • Prepares purchase orders, will-call orders, and uploads quotes to the EStore.
  • Maintains monthly job log spreadsheets
  • Responsible for customer service and correspondence
  • Prints Fabrication paperwork and labels for the Portland Fabrication Shop
  • Promote a safe workplace by performing all tasks in a safe and thoughtful manner in compliance with all rules, procedures, instructions, devices, equipment and use of appropriate personal protective equipment.

Maintain vigilance for any hazardous conditions or practices in the workplace and immediately report any unsafe condition or practice to your supervisor.

Performs other duties as directed

Skills and Competencies

  • Outstanding attention to detail and accuracy
  • Strong problem solving skills
  • Excellent oral and written communication skills
  • Outstanding customer service skills
  • Prioritize and complete a variety of tasks in a timely manner
  • Well-versed in data entry procedures
  • Knowledge of shipping labels, processes, and procedures
  • Solid understanding of mathematics
  • Proficient in computer data entry and keyboarding
  • Proficient in Microsoft Office and ERP Systems

Qualifications

  • High School Diploma
  • 1 + years in Data Entry

Benefits

  • Medical, Dental, and FSA are available the 1st of the month following your start date
  • 401k with company match is available 1st of the month after 90 days of employment
  • Company-provided Life Insurance and AD&D are provided 1st of the month after 90 days of employment at no cost to you
  • 3 PTO days after 60 days of employment (hourly and non-exempt positions only)
  • 2 weeks of vacation after 6 months of employment
  • 10 paid holidays - including your birthday!

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity or expression, national origin, disability status, protected veteran status, genetic information, or any other characteristic protected by law.

Job Posted by ApplicantPro

Full-time
APPLY