- H&R Block (Banks, OR)
- **554949BR** **Title:** Associate Client Advisor - Small Bus & Tax **What you'll do ** **:** Applies principles of accounting to analyze financial ... including ability to use macros, pivot tables, and query **Posting Title:** Associate Client Advisor - Small Business and Tax **Sponsored Job:** \#LI-KM2… more
- JPMorgan Chase (Portland, OR)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... their clients. You will establish, maintain, and build relationships while delivering exceptional client service. In this role you will have extensive client … more
- Raymond James Financial, Inc. (Lake Oswego, OR)
- …and we are committed to delivering it. As such, we are seeking a dynamic Client Associate who is a motivated, detail oriented and creative problem solver to ... corporation, but with the tailored, attentive service of a small office." We believe our clients deserve exemplary service,...the financial advisors and branch office. * Opens new client accounts and researches client and security… more
- H&R Block (Portland, OR)
- …experience. Work Experience: + 5 years Minimum related work experience **Posting Title:** Associate Block Advisors Office Manager **Job Family:** Small Business ... **557641BR** **Title:** Associate Block Advisors Office Manager **Our Company** **:**...Block Advisors Office(s). Lead office in delivering an outstanding client experience and achieving all office related growth objectives.… more
- Bank of America (Salem, OR)
- …helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. ... Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and… 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 (Molalla, 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