Impact-Focused Client Experience Associate
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Finance & Banking
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Customer Service/HelpDesk
Job Description & How to Apply Below
Figure 8 Investment Strategies seeks an entry-level Client Experience Associate I to deliver an exceptional client experience across the country. Based in Boise, Portland, OR, the role handles onboarding, client inquiries, and back-office tasks with Redtail and Dropbox, while supporting sustainability initiatives.
The ideal candidate is sharp, detail-focused, and excited to begin a career in investment management or financial planning, with strong communication and Microsoft Office skills.
We are currently recruiting a Impact-Focused Client Experience Associate I for our team in Boise, , United States.
Step into the Impact-Focused Client Experience Associate I role at Figure8investing in Boise, , United States and grow with us.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
Position Requirements
10+ Years work experience(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
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