- 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 (Portland, 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 (West Linn, 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 (Portland, OR)
- …Bilingual Mandarin Required + Has demonstrated experience and proven success with business -to- business sales and/or small business banking + Has strong ... Business Solutions Advisor - Eastport Plaza...in-person customer service and sales + Experience working with small business clients + Experience meeting or… more
- H&R Block (Vancouver, WA)
- …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 ... **524685BR** **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
- Deloitte (Portland, OR)
- P&C Actuarial Advisor - Temp Position The Human Capital Offering...- from the CEO to CFO, Risk Manager to Business Unit leader-and that we deliver on our issues ... a consulting environment. The job functions include the following: * Client project engagements involving reserve analyses, including Statements of Actuarial… 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
- JPMorgan Chase (Portland, OR)
- …Financial Advisor team, branch management, compliance and various other business units throughout the firm + Proactively supports firm and regional initiatives ... advisors the personalized service of a dedicated wealth management business and the global resources of one of the...and most respected financial firms in the world. Our small size and broad scope allow us to customize… more
- Bank of America (Tigard, 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 (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 (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 (Happy Valley, 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
- KPMG (Portland, OR)
- …retaining executed contracts and support document and information gathering for quarterly business reviews, internal audits, and client claims; recommend and ... by creating contracts from the agreed, standardized templates and clauses; conduct client discussions to reach agreement on key business /regulatory risks in… 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)
- …+ 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
- Aston Carter (Portland, OR)
- …* Uses facts and data to interpret and trend data for effective business decisions. Key Responsibilities: * Consult with core leaders on complex investigations and ... interactions. * Promote and utilize HR technology, metrics, and systems to support business needs. * Ensure accurate and timely case management using the ServiceNow… 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 ... organizational results and impact by focusing on challenges at the intersection of business and people. Recruiting for this role ends on 10/30/2024. Work you'll doAs… 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