- H&R Block (Portland, OR)
- **557642BR** **Title:** Associate Client Advisor - Small Bus & Tax **What you'll do ** **:** Applies principles of accounting to analyze financial ... Excel including ability to use macros, pivot tables, and query **Posting Title:** Associate Client Advisor - Small Bus & Tax **Sponsored Job:** \#LI-KM2… more
- H&R Block (Vancouver, WA)
- **524685BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to ... about their lives, careers, businesses and money, you'll build client relationships that will grow stronger every year. Joining...stronger every year. Joining **Block Advisors** as a **Tax Advisor ** means you'll serve clients with diverse tax and… more
- JPMorgan Chase (Portland, OR)
- Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ... make your mark by delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team, you will play a… more
- Stryker (Portland, OR)
- …to develop innovative products and services. About the Role As a Trauma Sales Associate , you will work with a high degree of intensity and commitment to support ... will become a trusted partner to our clients through your focus on client service, excellent account management, and commitment to our mission of improving… more
- Umpqua Bank (Lake Oswego, OR)
- …new business and working with Client Solution Managers to deepen client relationships. Maintains a "trusted advisor " role, engaging in dialogue with ... a trusted advisor to clients, functions as the Middle Market client "expert" in providing differentiating consult, ideas, and options. Champions and leads… more
- Umpqua Bank (Lake Oswego, OR)
- …Together for better. **About the Role:** Responsible for being the key banking advisor for Middle Market client relationships. Accountable for prospecting new ... advisor to clients, functions as the Middle Market client "expert" in providing differentiating consult, ideas, and options....and Excel. + Ability to train and present to small and large audiences. + Ability to negotiate/collaborate with… more
- Umpqua Bank (Portland, OR)
- …million OR may manage smaller-sized store if successfully obtains and retains Small Business Advisor certification. Concentrates approximately 20 percent of time ... and development of store associates. Responsible for developing and maintaining client relationships, utilizing the full spectrum of banking services. + Manages… more
- Bank of America (Portland, OR)
- …to sell small to midsize straightforward lease and loan structures. Associate will possess proven client relationship skills, extensive product knowledge, a ... suppliers. + Establish credibility so as to be viewed as a trusted business advisor within the client organization and industry network. + Bachelor Degree or… more