- H&R Block (Banks, OR)
- **554949BR** **Title:** Client Advisor - Small Business and Tax **What you'll do ** **:** Applies principles of accounting to analyze financial information ... Accounting Principles + 5 years Minimum related work experience **Posting Title:** Client Advisor - Small Business and Tax **Sponsored Job:** \#LI-KM2… more
- JPMorgan Chase (Salem, OR)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- Bank of America (Salem, OR)
- …your network.** Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be ... be taught the foundational skills needed to be an advisor - from acquiring, building and managing client...and changes. * Opportunities to connect with experts including small business consultants, mortgage lenders and investment… more
- Bank of America (Lake Oswego, OR)
- …Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be ... Senior Financial Solutions Advisor -Northwest Region Vancouver, Washington;Shoreline, Washington; Redmond, Washington;...business that will give you a leg-up on client acquisition. + Robust marketing support to reach wider… more
- H&R Block (Milwaukie, OR)
- …an H&R Block brand that redefined the tax preparation experience for individuals and small businesses with complex tax and business service needs. We assist our ... **524620BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we...tools - (video conferencing, phone, chat, email)** + **Generate business growth, increase client retention, and offer… more
- Stantec (Portland, OR)
- …a local level. + Provide support to integrate Stantec's HSSE management system with client systems where needed. + Assist business leadership and project teams ... HSSE Advisor , Entry Level - ( 240001ZC ) **Description**...Support; Practice Services; Procurement & Real Estate; Programs & Business Solutions; and Risk Management. **Your Opportunity** Stantec is… more
- ADP (Clackamas, OR)
- …decide for yourself. In this role, you will close sales and win new business within a defined territory. You'll attend our award-winning training program and join a ... sticking with the process through implementation until your new business is up and running on the solutions you...+ **Collaborate Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal… more
- Bank of America (Clackamas, OR)
- …clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to ... to provide financial center clients with both consumer and small business solutions, services, and strategies when... Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business … more
- Umpqua Bank (OR)
- …serve as the key healthcare banking relationship manager for assigned healthcare client relationships. Accountable for prospecting new business and working with ... relationships. You are responsible for maintaining a "trusted advisor " role, engaging in dialogue with Executive-level client...by developing a clear and holistic understanding of the client 's or prospect's business and industry. Perform… more
- Umpqua Bank (Lake Oswego, OR)
- …Role:** Serves as the key banking relationship manager for assigned middle market client relationships. Accountable for prospecting new business and working with ... Client Solution Managers to deepen client relationships. Maintains a "trusted advisor " role,...by developing a clear and holistic understanding of the client 's or prospect's business and industry.Performs … more
- Umpqua Bank (Lake Oswego, OR)
- …Role:** Responsible for being the key banking advisor for Middle Market client relationships. Accountable for prospecting new business and working with ... advisor to clients, functions as the Middle Market client "expert" in providing differentiating consult, ideas, and options....by developing a clear and holistic understanding of the client 's or prospect's business and industry. Performs… more
- Umpqua Bank (Newberg, OR)
- …$60 million OR may manage smaller-sized store if successfully obtains and retains Small Business Advisor certification. Concentrates approximately 20 percent ... of time managing high value relationships. + Originates consumer and small business lending credits up to $250,000. + Implements sales and promotional programs… more
- Deloitte (Portland, OR)
- Are you up to the challenge of being a trusted business advisor with an opportunity to influence business strategy at one the world's leading professional ... as needed + Facilitate activities of supporting areas: contracts, subcontracts, small business , pricing, competitive intelligence, legal, and quality control… more
- Deloitte (Portland, OR)
- …Federal Pursuit Manager (CL-5) Are you up to the challenge of being a trusted business advisor with an opportunity to influence business strategy at one ... as needed + Facilitate activities of supporting areas: contracts, subcontracts, small business , pricing, competitive intelligence, legal, and quality control… more
- Deloitte (Portland, OR)
- …and small group markets and/orstate Medicaid programs + Strong client presence with project management, presentation, and facilitation skills + Ability to ... + Strong oral and written communication skills + Ability to create and manage client relationships and develop business + Dedicated work ethic with a commitment… more
- Deloitte (Portland, OR)
- …+ Managing end to end implementations. + Developing statements of work and/or client proposals. + Identifying business opportunities to increase usability and ... The Team ~ The Finance & Enterprise Performance Offering partners as a trusted advisor to CFOs, COOs, CIOs, and key executives. We advise, implement and deliver as… more
- Centralsquare Technologies (OR)
- …clients and uses those relationships to preserve, promote and expand CentralSquare business with key client stakeholders. Positional goals include client ... every day. We serve governments of all sizes, from small towns to major cities, to make delivering public... references, add-on sales, and continued renewal of the client 's annual system maintenance. The Account Manager will work… more
- Deloitte (Portland, OR)
- Deloitte Consulting's Human Capital practice is a leading global advisor and implementation partner working with companies, governments, and organizations around the ... impact by focusing on challenges at the intersection of business and people. Recruiting for this role ends on... orientation. Other responsibilities include: + Individual medical and small group health care reform modeling for health plans… more
- Deloitte (Portland, OR)
- …advisory services with clients in more than 20 industries. We provide powerful business solutions to some of the world's most well-known and respected companies, ... and treasury technology solution delivery. This position will focus on business opportunities, growing the practice and strengthening the existing client… more
- ADP (Clackamas, OR)
- ADP is hiring a Sales Representative, Small Business Services. Are you ready to build a rewarding future? Uncapped commissions, lavish incentive trips, and ... Daily, you will cultivate relationships, set appointments, gather leads from established business partners, assess client or prospect needs to present the… more