- Fidelity TalentSource LLC (Portland, OR)
- …provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, ... and develop an engagement strategy that supports each client s unique planning needs. Through your integrity and...and being an advocate for clientsYou are motivated toward success , willing to demonstrate ownership, and committed to achieving… more
- Fidelity TalentSource LLC (Portland, OR)
- …clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with ... ability to deliver highly personalized service to each clientAbility to find success in a dynamic, deadline driven, and detailed compliance environmentAbility to… more
- Fidelity TalentSource LLC (Portland, OR)
- …customer meetings, informative seminars, lead utilization, and client appreciation. The\u00A0Skills\u00A0You BringAll-encompassing brokerage and mutual fund ... integral figure in running branch infrastructure, including lobby and operational technology , back office processing, and quality assurance processes. How Your… more
- SitusAMC (Salem, OR)
- …extracted data outcomes + Acts as the main Point of Contact for clients to address client document technology needs + Promotes services to existing clients + ... team! This role will be responsible for maintaining and managing client relationships for our Document Technology and Services group. This may include… more
- American Express Global Business Travel (Salem, OR)
- …make an impact on our industry. We're here to help our colleagues achieve success and offer an inclusive and collaborative culture where your voice is valued. Ready ... to explore a career path? Start your journey. The Manager, Global Client Group is a strategic leader at American Express Global Business Travel, reporting/supporting… more
- Bank of America (Portland, OR)
- Director, Treasury Sales Officer - Transformative Technology Group Portland, Oregon;New York, New York; Seattle, Washington; Dallas, Texas; Austin, Texas; Salt Lake ... Payments Solutions (GPS) team shapes the future of treasury management-turning technology advances into impactful solutions. We advocate for clients globally across… more
- Confluent (Salem, OR)
- …creating an entirely new category within data infrastructure - data streaming. This technology will allow every organization to create experiences and use the power ... Data Connects Us. **About the Role:** Confluent is searching for a Customer Success Technical Architect (CSTA) to act as a trusted technical advisor and advocate… more
- Confluent (Salem, OR)
- …creating an entirely new category within data infrastructure - data streaming. This technology will allow every organization to create experiences and use the power ... Data Connects Us. **About the Role:** Confluent is searching for a Customer Success Technical Architect (CSTA) to act as a trusted technical advisor and advocate… more
- HealthEdge Software Inc (Salem, OR)
- …and related supporting materials to relevant organizational stakeholders and drive ongoing client value and success . This Clinical Program Manager will be ... they navigate their health and care, but know that technology alone can't help us achieve this ambition. That's...client learning needs, implementation requirements and measures of success + Provide client -specific recommendations to … more
- American Express Global Business Travel (Salem, OR)
- …make an impact on our industry. We're here to help our colleagues achieve success and offer an inclusive and collaborative culture where your voice is valued. Ready ... your journey. **Congress and Meeting Planner (Pharmaceutical)** Function as primary client liaison and lead for assigned Pharmaceutical Congress programs or… more
- Bank of America (Salem, OR)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a… more
- Bank of America (Bend, OR)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a… more
- Norstella (Salem, OR)
- …Full cycle of planning execution, collaborating with support teams internally (SDR's, Client Success , Solution Consulting and Consulting & Analytics) to drive ... success * Partner with Citeline's Product management & Client Success teams to share feedback from client interactions and strive for continuous… more
- CBRE (Salem, OR)
- …informative presentations for workshops and client meetings. + Gather and document client requirements for IWMS implementation projects. + Create detailed ... ensure accurate system configuration. + Configure the IWMS software according to client needs and specification and document configuration. + Create dashboards… more
- Norstella (Salem, OR)
- …+ Full cycle of planning execution, collaborating with support teams internally (SDR's, Client Success , Solution Consulting and Consulting & Analytics) to drive ... success + Partner with Citeline's Product management & Client Success teams to share feedback from client interactions and strive for continuous… more
- PSI Services (Salem, OR)
- …account management, product management, development, implementation, operations, finance, and client services teams) to design and document effective ... the best provider of workforce solutions, which foster both technology and science to deliver the best solutions for...promoting diversity, equity and inclusion is critical to our success . That's why you'll find these ideals are intrinsic… more
- Daymon Worldwide Inc (Portland, OR)
- …all levels from management to entry-level associates regarding the execution of the client 's objectives. The measure of success is the ability to efficiently ... training style from leadership to agents- Utilize subject matter expertise of Client 's products and services, including technology , plans, promotions, sales… more
- Black & Veatch (Tualatin, OR)
- …Family of Companies **Together, we own our company, our future, and our shared success .** As an employee-owned company, our people _are_ Black & Veatch. We put them ... support field activities + Communicates project design requirements, progress and schedules Client Focus: + Responsible for assisting with identification of key … more
- Bank of America (Wilsonville, OR)
- …skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client 's complex financial picture and guiding ... of America's core banking, investment solutions and approach to client care. We will equip you with everything you...through the stages of development Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I,… more
- UNUM (Salem, OR)
- …with partners throughout the enterprise, including Information Technology , Sales and Client Management, Client Success , Legal, etc. to ensure optimal ... provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's moments. And this starts with ensuring… more
