- Coldstream Wealth Management (Portland, OR)
- …Management could have the perfect next step for you. We're adding an experienced Senior Wealth Management Associate to our growing Portland team. This position ... workload + Demonstrated ability to thrive in a fast-paced, client-focused setting. Keyword: Senior Wealth Management Associate From: Coldstream Wealth Management more
- Coldstream Wealth Management (Portland, OR)
- …in Portland, the team is looking for a Sr. CSA. The Client Service Associate Role The Client Service Associate performs operational duties which directly impact ... and PowerPoint + Experience with Charles Schwab is preferred; experience with Salesforce CRM and/or Tamarac portfolio accounting (or similar systems) is a plus… more
- Antech Diagnostics (Vancouver, WA)
- …Shares important insights and competitive market information to regional and senior leadership. + Enhance overall customer experience by researching customers before ... support activities and customer activities at meetings as assigned. + Maintains Salesforce (CRM) customer and business date and other system records accurately and… more
- Columbia Bank (Tigard, OR)
- …performance tracking and reporting. **Qualifications** + Minimum 7 years in senior sales leadership within equipment leasing/finance. + Proven experience managing ... Strategic thinker with strong financial acumen. + Proficiency in CRM ( Salesforce ), LOS, and business intelligence tools. **Key Competencies** + **Strategic Vision:**… more