- Bank of America (Portland, OR)
- Registered Wealth Management Client Associate Portland, Oregon **Job Description:** Merrill Wealth Management is a leading provider of ... culture driven, resilient, results focused and effective. **Position Overview:** The **Registered Wealth Management Client Associate ** role is a sales… more
- Morgan Stanley (Eugene, OR)
- …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** * Client Service Associate * **Location:** ... to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through...Excel, Outlook and PowerPoint) * Exceptional writing, interpersonal and client service skills * Strong time management … more
- Equitable (Portland, OR)
- Wealth Management Associate - OR, Portland (5133) ( 240000JL ) **Primary Location** : UNITED STATES-OR-Portland **Organization** : Equitable Advisors ... **Description** **Equitable Advisors** is a respected wealth management firm with a proven track...you with the skills and tools needed for success: client relationship management , product knowledge, sales techniques,… more
- JPMorgan Chase (Portland, OR)
- JP Morgan Advisors, the ultra-high net worth division of JP Morgan Wealth Management , offers US based clients and their advisors the personalized service of a ... dedicated wealth management business and the global resources...customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you… more
- Umpqua Bank (Medford, OR)
- Private Client Advisor Wealth Management Medford, Oregon **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ ... Heart, Enjoyment, and Relationships. **About the Role:** Our Private Client Advisor will work with the high and ultra-high...potential solutions. + Speak to a broad knowledge of wealth management principles and estate planning strategies… more
- Scotiabank (OR)
- …ScotiaTech. **Purpose** We are looking for a Software Engineer to join our Global Wealth Management Technology (GWMT) - we develop and modernize technology that ... Software Engineer Associate **Requisition ID:** 207375 We are committed to...powers the Global Wealth Management business lines. GWMT consists of… more
- Broadridge Financial Solutions (Salem, OR)
- …education + Log call notes in CRM and JIRA applications Customer Relationship Management + Maintain client relationships focused on customer satisfaction and ... Editor/tool knowledge base and support + Guide customers through Corporate Client Intranets, policies and procedures Troubleshooting/Case Management +… more
- Foresters Financial Services (Beaverton, OR)
- …and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and ... Sales Support Associate Sales Beaverton, Oregon Apply Description What we...of hire to allow the incumbent to expand the client support provided to the Representative. What you will… more
- Coldstream Wealth Management (Portland, OR)
- Job Descriptions: Coldstream Wealth Management is looking for an engaging, polished Office Administrator to support our clients and 2 wealth management ... and manage annual supply budget + Manage expense reporting for the leads of both wealth management teams + Deposit incoming checks + Open and close the office… more
- Umpqua Bank (Lake Oswego, OR)
- Private Bank Support Specialist Wealth Management Lake Oswego, Oregon **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with ... client retention to Umpqua Bank. + Provides daily management of all deposit and loan details for Private...Must have a basic understanding of Private Banking and Wealth Management + Good analytical and problem-solving… more
- Kiewit (Portland, OR)
- …power generation markets, to drive safe and cost-effective solutions that achieve client expectations and further Kiewit's legacy of excellence. On our team, you'll ... impact millions across North America. With top-notch health benefits, a wealth -building 401k plan, and unbeatable growth opportunities, by joining Kiewit, you're… more