381 Client Service jobs in Boise

Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you!

Responsibilities:

• Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
• Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
• Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies.
• Ensures key client information and documentation is current with firm and industry requirements, rules and regulations.
• Processes and monitors the transfer of assets to ensure all assets and cost basis were successfully received.
• Monitors available cash awaiting investment, including running weekly cash and cash equivalent reports and contacting clients with investment opportunities to maximize returns.
• Reviews, assesses and responds to all corporate action items and client account alerts.
• Prepares financial reports, spreadsheets and other materials for client meetings.
• Inputs orders and rebalances portfolios on behalf of the Financial Advisors.
• Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
• Assists Financial Advisors with marketing efforts including seminars and other client-facing events.
• Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
• Performs other duties and responsibilities as assigned.

Skills:

• Company's working structure, policies, mission, and strategies.
• Managed account platforms.
• General office practices, procedures, and methods.
• Investment concepts, practices and procedures used in the securities industry.
• Financial markets, products and industry regulations.
• Trading terminology.
• Client Relationship Management (CRM) software, or similar contact management software.
• Goal planning software.
• Excel, including developing spreadsheets as needed and for ongoing reporting.
• Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)
• Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
• Analyze and research account information.
• Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
• Identify time sensitive items and assess competing priorities.
• Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.
• Handle stressful situations and provide a high level of customer service in a calm and professional manner.
• Analyze problems and establish solutions in a fast paced environment.
• Use mathematics sufficient to process account and transaction information.
• Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.
• Work both independently and as part of a cohesive team.
• Provide a high level of customer service.

Education/Previous Experience:

• High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources.

Licenses/Certifications:

• SIE required provided that an exemption or grandfathering cannot be applied.
• Series 7 required.
• Series 63, 65 and/or 66 as required by state.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: Grow professionally and inspire others to do the same; Work with and through others to achieve desired outcomes; Make prompt, pragmatic choices and act with the client in mind; Take ownership and hold themselves and others accountable for delivering results that matter; Contribute to the continuous evolution of the firm.

At Raymond James as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Public Consulting Group LLC (PCG) is a leading public sector solutions implementation and operations improvement firm that partners with health, education, and human services agencies to improve lives. Founded in 1986, PCG employs approximately 2,000 professionals throughout the U.S.all committed to delivering solutions that change lives for the better. The firm is a member of a family of companies with experience in all 50 states, and clients in three Canadian provinces and Europe. PCG offers clients a multidisciplinary approach to meet challenges, pursue opportunities, and serve constituents across the public sector. To learn more, visit

Our Education team offers consulting services and technology solutions to help schools, school districts, and state education agencies/ministries of education promote student success, improve programs and processes, and optimize financial resources. We work with clients to ensure all students have what they need to succeed.

Services:

• Teaching
• Learning Solutions
• Data Systems
• IT Solutions
• Financial Solutions
• Equity in Education
• Equitable Education
• Recovery Services

PCG helps school districts and state agencies across the country support the delivery of health-related services by helping schools access critical Medicaid reimbursement.

Client Success Partners (CSP) are key members of the Client Success Team within the School Based Services (SBS) Center of Excellence (COE). This role will directly work with PCG Education clients, taking ownership for stakeholder engagement with a strong focus on optimizing program returns. This role must effectively integrate capabilities in client management and project management, collaborating with Operations, Product, Program Integrity, and other staff to execute contractual obligations. CSPs also actively engage with local team members, working together to understand state and school district environments to effectively deliver and expand PCG services. This position may report to either a SBS COE Client Success Associate Director or a Client Success Lead. The position will require up to 20% travel across South Carolina.

Supports customer service and operations for clients:

• Responsible for initiative planning and ongoing client relationship management
• Collaborates with external vendors, external consultants, consulting team members, and/or other staff as required in support of initiatives.
• Responsible for acquiring and applying knowledge, best practices (external and internal), methodology, and tools to client organizations.
• Responds to inquiries and questions in a timely manner
• Works within a team to accomplish other duties on projects to meet necessary deadlines.

Strong analytical skills, including the ability to analyze and organize data. Excellent organizational, oral presentation and written communication skills. Ability to manage time to meet critical deadlines. Ability to work independently and with a team. Excellent ability to build and maintain business relationships with clients. Proficiency in MS Office products, including PowerPoint, Excel, and Word. Research and project management capabilities. Advance database skills.

High School diploma or equivalent, Bachelor's degree preferred. 2+ years similar work experience.

None

Office Setting

The above is intended to describe the general contents and requirements of work being performed by people assigned to this classification. It is not intended to be construed as an exhaustive statement of all duties, responsibilities or skills of personnel so classified.

Compensation for roles at Public Consulting Group varies depending on a wide array of factors including, but not limited to, the specific office location, role, skill set, and level of experience. In addition, PCG provides a range of benefits for this role, including medical and dental care benefits, 401k, PTO, parental leave, bereavement leave.

Public Consulting Group is an Equal Opportunity Employer dedicated to celebrating diversity and intentionally creating a culture of inclusion. We believe that we work best when our employees feel empowered and accepted, and that starts by honoring each of our unique life experiences. At PCG, all aspects of employment regarding recruitment, hiring, training, promotion, compensation, benefits, transfers, layoffs, return from layoff, company-sponsored training, education, and social and recreational programs are based on merit, business needs, job requirements, and individual qualifications. We do not discriminate on the basis of race, color, religion or belief, national, social, or ethnic origin, sex, gender identity and/or expression, age, physical, mental, or sensory disability, sexual orientation, marital, civil union, or domestic partnership status, past or present military service, citizenship status, family medical history or genetic information, family or parental status, or any other status protected under federal, state, or local law. PCG will not tolerate discrimination or harassment based on any of these characteristics. Public Consulting Group is an equal opportunity employer. All qualified applicants receive consideration for employment without regard to race, color, religion, gender, national origin, age, sexual orientation, gender identity, protected veteran status, or status as a qualified individual with a disability. VEVRAA Federal Contractor.

Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you!

Responsibilities:

• Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
• Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
• Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies.
• Ensures key client information and documentation is current with firm and industry requirements, rules and regulations.
• Processes and monitors the transfer of assets to ensure all assets and cost basis were successfully received.
• Monitors available cash awaiting investment, including running weekly cash and cash equivalent reports and contacting clients with investment opportunities to maximize returns.
• Reviews, assesses and responds to all corporate action items and client account alerts.
• Prepares financial reports, spreadsheets and other materials for client meetings.
• Inputs orders and rebalances portfolios on behalf of the Financial Advisors.
• Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
• Assists Financial Advisors with marketing efforts including seminars and other client-facing events.
• Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
• Performs other duties and responsibilities as assigned.

Skills:

• Company's working structure, policies, mission, and strategies.
• Managed account platforms.
• General office practices, procedures, and methods.
• Investment concepts, practices and procedures used in the securities industry.
• Financial markets, products and industry regulations.
• Trading terminology.
• Client Relationship Management (CRM) software, or similar contact management software.
• Goal planning software.
• Excel, including developing spreadsheets as needed and for ongoing reporting.
• Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)
• Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
• Analyze and research account information.
• Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
• Identify time sensitive items and assess competing priorities.
• Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.
• Handle stressful situations and provide a high level of customer service in a calm and professional manner.
• Analyze problems and establish solutions in a fast paced environment.
• Use mathematics sufficient to process account and transaction information.
• Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.
• Work both independently and as part of a cohesive team.
• Provide a high level of customer service.

Education/Previous Experience:

• High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources.

Licenses/Certifications:

• SIE required provided that an exemption or grandfathering cannot be applied.
• Series 7 required.
• Series 63, 65 and/or 66 as required by state.

Public Consulting Group LLC (PCG) is a leading public sector solutions implementation and operations improvement firm that partners with health, education, and human services agencies to improve lives. Founded in 1986, PCG employs approximately 2,000 professionals throughout the U.S.all committed to delivering solutions that change lives for the better. The firm is a member of a family of companies with experience in all 50 states, and clients in three Canadian provinces and Europe. PCG offers clients a multidisciplinary approach to meet challenges, pursue opportunities, and serve constituents across the public sector.

The Sr. Client Service Associate Progress Track is responsible for the day-to-day operations, client engagement, and delivery of Progress Trackan add-on within EDPlan designed to support Individualized Education Program (IEP) goal progress monitoring. This role requires both operational excellence and innovative thinking to ensure the product's value is realized by clients and internal teams. The Product Innovation and Delivery Lead will work closely with the Product Strategy Lead, Technical Business Analyst, and Regional Teams to drive adoption, satisfaction, and impact.

Serve as the primary point of contact for Progress Track clients, ensuring a high level of satisfaction, responsiveness, and partnership.

Engage with clients and colleagues to clearly communicate and demonstrate the value of Progress Track as an add-on tool to EDPlan.

Lead onboarding, demos, troubleshooting, and follow-up support for clients.

Plan and lead client engagement activities that promote shared learning, peer connection, and improved implementation results.

Develop strategies to increase adoption, retention, and expansion of Progress Track within client organizations.

Design, develop, and deliver all internal and external trainings for Progress Track, ensuring content is engaging, accessible, and aligned with client needs.

Maintain and update training resources and documentation to reflect new features, enhancements, and user feedback.

Innovate and identify new ways to enhance Progress Track's usability, functionality, and alignment with client priorities.

Track, document, and resolve issues in collaboration with the Technical Business Analyst.

Coordinate internal QA/testing before releases and manage user acceptance testing (UAT) with clients.

Collect, analyze, and share feedback to guide system enhancements and service improvements.

Support revenue management for Progress Track by tracking renewals, expansions, and potential new opportunities.

Partner with Regional Teams to identify and pursue cross-sell opportunities.

Work in close partnership with the Strategy Lead to align on product direction, roadmap changes, and major decisions.

Coordinate with Regional Teams, technical staff, and other internal stakeholders to ensure a seamless client experience.

Maintain shared internal documentation of client configurations, timelines, and deliverables.

Supports customer service and operations for clients: initiative planning and ongoing client relationship management. Collaborate with external vendors, external consultants, consulting team members, and/or other staff as required in support of initiatives. Transferring knowledge, best practices (external and internal), methodology, and tools to client organizations. Responds to inquiries and questions in a timely manner. Supports expert and "go-to" for other team members. Assists in leading and directing the work of team members, as needed. Works within a team to accomplish other duties on projects to meet necessary deadlines.

Proven success in client relationship management and engagement. Strong facilitation and presentation skills, with the ability to lead virtual and in-person sessions. Special education including knowledge of IEP goal development, service delivery, compliance, and progress monitoring best practices. Ability to innovate and adapt product delivery to evolving client needs. Strong organizational skills, with the ability to manage multiple projects and priorities simultaneously. Proficiency with Microsoft Office Suite, project management tools (e.g., Asana), and case management systems. 35 years working directly with special education programs. Proven ability to design and facilitate impactful adult learning experiences, such as professional development or peer learning sessions. Experience supporting product adoption and change management in educational settings. Demonstrated ability to build relationships across diverse stakeholder groups, including educators, administrators, and technical teams. Strong data literacy, with the ability to translate product usage data and implementation results into actionable recommendations for clients. Experience developing and refining training materials for both internal staff and external clients. Ability to translate complex product features into clear, practical applications for end users. High degree of adaptability and flexibility, thriving in a fast-paced, evolving product environment. Strong analytical skills, including the ability to analyze and organize data. Excellent organizational, oral presentation, and written communication skills. Ability to manage time to meet critical deadlines. Ability to work independently and with a team. Excellent ability to build and maintain business relationship with clients. Proficiency in MS Office products, including PowerPoint, Excel and Word. Research and project management capabilities.

Familiarity with EDPlan and/or Progress Track. State- or district-level client engagement experience.

High School diploma or equivalent required, bachelor's degree preferred. 4+ years similar work experience.

Working Conditions: Office Setting

The above is intended to describe the general contents and requirements of work being performed by people assigned to this classification. It is not intended to be construed as an exhaustive statement of all duties, responsibilities, or skills of personnel so classified.