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Customer service advisor Jobs in Bend, OR

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Customer service advisor • bend or

Last updated: 2 days ago

Remote Financial Advisor (CFA or CFP)

Micro1Bend, Oregon, US
Remote
Full-time

Financial Advisor (CFA or CFP).AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare... Show more

 • Promoted

Customer Service Specialist

April McCarthy Farmers InsuranceBend, OR, US
Full-time +1
Quick Apply

Are you ready to deepen your understanding of the insurance industry or start a new career in a recession proof industry.Office based work with a consistent schedule and the opportunity to work aro... Show more

Remote Personal Financial Advisor (Private Wealth)

Micro1Bend, Oregon, US
$80.00 hourly
Remote
Full-time

Personal Financial Advisor (Private Wealth).Certified Financial Advisor (CFA).AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowl... Show more

 • Promoted

Remote Customer Service Representative $45 per hour

GL1Bend, Oregon
$45.00 hourly
Remote
Part-time +1

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet... Show more

 • Promoted

Customer Service Representative - State Farm Agent Team Member

Jessica Anderson - State Farm AgentBend, OR, US
$20.00 hourly
Full-time

I opened my agency in 2019 after working as a State Farm team member since 2016, and today I lead a team of seven in the only female-owned State Farm agency in Central Oregon.I’m local to the area ... Show more

Customer Service Representative

Insure Pacific Inc., DBA: Prineville Insurance AgencyBend, OR, US
$40,000.00 yearly
Full-time

Do you love interacting with others, making connections, and helping people? Then you’re an excellent fit for the Customer Service Representative position at our company! You’ll be responsible for ... Show more

RV Service Advisor

Beaver Coach Sales & ServiceBend, Oregon, United States
Full-time

We need an RV Service Advisor who is an expert in the art and science of customer service.Must be able to greet guests, schedule appointments and act as a liaison between customers and service tech... Show more

Remote Customer Service Sales

HMG CareersBend, Oregon
$69,000.00 yearly
Remote
Full-time
Quick Apply

This full-time position offers flexible work hours and ample opportunities for advancement into management roles.You will work remotely to serve clients and offer valuable advice and protection to ... Show more

Remote Customer Service Representative – Product Testing

GLOCPABend, Oregon
$15.00 hourly
Remote
Part-time +1

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet... Show more

 • Promoted

Benefits Customer Service Coordinator (50k-90k per year)

Professional CareersBend, Oregon
$50,000.00 yearly
Full-time +1

We're looking for candidates with great customer service skills to fill our Remote Customer Service role!.This role is entirely remote and offers full-time/Part time hours with flexibility.We are r... Show more

Customer Service

KFCBend, OR, US
Full-time

Team members make the biggest impact on our guest experience and bring our restaurants to life! As part of our KFC Family, you will be part of a team that will provide thorough training, learning o... Show more

Customer Service Representative

PrideStaffBend, OREGON, US
$18.00–$22.00 hourly
Full-time +1

Customer Service Representative.PrideStaff, a recruiting firm specializing in staffing for Central Oregon businesses, is looking for enthusiastic Customer Service Representatives for one of our cli... Show more

Retail Customer Service Associate

FedExBend, OR, US
Part-time

POSITION SUMMARY: The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and pr... Show more

 • Promoted

Restaurant Delivery - Receive 100% of Customer Tips

DoorDashBend, OR, United States

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a var... Show more

 • Promoted

Customer Service Representative - State Farm Agent Team Member

Greg Elder - State Farm AgentBend, OR, US
$50,000.00 yearly
Full-time

I opened my agency in 2015 after starting my career in advertising sales and later being recruited by State Farm.I grew up on a cattle ranch in Lakeview and graduated from the University of Oregon,... Show more

Customer Service Representative - State Farm Agent Team Member

Blake Ettestad - State Farm AgentBend, OR, US
$18.00 hourly
Part-time

As a Customer Service Representative - State Farm Agent Team Member with Blake Ettestad - State Farm Agent, you will generate the kind of exceptional customer experiences that reinforce the growth ... Show more

REMOTE Entry Level Customer Service Rep

AO Globe LifeBend, OR, US
Remote
Full-time
Quick Apply

Grow Your Career with Unlimited Potential We are in need of talented individuals with a desire to grow their careers quickly.Here at AO, the rate at which your career advances is completely determi... Show more

Beauty Advisor

Ulta Beauty, Inc.Bend, Oregon, United States
Part-time

A place where the joy of discovery and uncommon artistry blend to create exhilarating buying experiences—for true beauty enthusiasts.At Ulta Beauty, we’re transforming the world one shade, one lash... Show more

Customer Service Representative - State Farm Agent Team Member

Ryan Walker - State Farm AgentBend, OR, US
$45,000.00 yearly
Full-time

Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you!... Show more

Service Advisor

RV Retailer, LLCBend, OR
$60,000.00 yearly
Full-time

Start Your Adventure with Blue Compass RV – Now Hiring a Rockstar Service Advisor! .Are you passionate about helping people? Love the RV lifestyle or want to be part of an industry that’s all about... Show more

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Remote Financial Advisor (CFA or CFP)

Remote Financial Advisor (CFA or CFP)

Micro1Bend, Oregon, US
29 days ago
Job type
  • Full-time
  • Remote
Job description
Financial Advisor (CFA or CFP)

Required Skills

financial planningbudgetingretirement planningdebt managementrisk managementcfp certificationcompliancewritten communicationverbal communicationclient relationship managementfinancial problem-solvingfiduciary standardholistic financial coachingmentoringworkflow/process development

About micro1

micro1 is the leading AI data lab for training frontier models and evaluating AI agents. Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare, STEM engineering, and more. micro1 transforms that real-world expertise into high-quality training data, evaluations, and feedback loops that improve how AI systems learn, reason, and perform.

Our platform identifies and vets top talent through an AI recruiter, enabling high-quality expert contributions at scale. We aim to enable 1 billion people to do meaningful work by applying their expertise to AI. As our global expert network grows, micro1 is building the human intelligence layer for frontier AI.

Job Title: Financial Advisor (CFA or CFP)


Job Type: Contractor - US ONLY


Location: Remote


Job Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters.


Key Responsibilities:

  1. Evaluate and review realistic advisory scenarios involving budgets, emergency funds, debt management, retirement planning, and investment decisions tailored to mainstream households.
  2. Assess AI-generated recommendations for suitability, clarity, compliance, and actionable practicality for W-2 earners and middle-income families.
  3. Document how actual advisor-client conversations unfold, including prioritizing goals, discussing tradeoffs, and walking clients through decision points.
  4. Detail decision rules, rules of thumb, and benchmarks commonly used in practice (e.g., cash reserve targets, debt payoff sequencing, retirement savings rates).
  5. Deliver clear, plain-language written feedback to enhance AI explanations, next steps, and client communication.
  6. Identify and flag compliance or risk issues, emphasizing a fiduciary, client-first approach and appropriate referral scenarios (CPA, attorney, insurance).
  7. Contribute to the development of workflows and processes that reflect best practices in everyday personal finance advising.


Required Skills and Qualifications:

  1. 3+ years of hands-on, client-facing experience providing holistic financial planning to mainstream households in roles such as Financial Advisor, Wealth Advisor, or Personal Financial Consultant.
  2. Expertise in budgeting, cash flow analysis, debt management, retirement savings strategies, college planning, and basic risk management (insurance needs analysis).
  3. CFP® certification strongly preferred (or CFP exam passed with substantial relevant experience); CFA, ChFC, or similar planning credentials considered with strong mainstream client work.
  4. Exceptional written and verbal communication skills, with a talent for breaking down complex topics for non-experts.
  5. Demonstrated commitment to fiduciary standards, compliance, and high-integrity client service.
  6. Experience mentoring others, developing workflows, or standardizing planning processes.
  7. Comfort working asynchronously and independently in a remote setting.


Preferred Qualifications:

  1. Prior experience in roles blending financial planning and ongoing coaching, such as workplace financial consultant or advisor at national firms.
  2. Background designing or improving standardized planning processes or digital advisory journeys.
  3. Familiarity with personal finance apps, digital advice platforms, or AI-driven tools and a strong interest in innovation within the advisory space.