- Coldstream Wealth Management (Portland, OR)
- …Coldstream has a fantastic opportunity to join one of our wealth management teams! As a Client Service Associate with a supportive and growing team, you will ... with Coldstream. Located in NE Portland, the team is now adding a CSA position. The Client Service Associate Role The Client Service Associate … more
- Coldstream Wealth Management (Portland, OR)
- …merged with Coldstream Capital. Located in Portland, the team is looking for a Sr. CSA. The Client Service Associate Role The Client Service ... the ability to manage multiple tasks independently + A Bachelor's degree is preferred Keyword: Client Service Associate From: Coldstream Wealth Management more
- Bank of America (Portland, OR)
- Advisor Development Program Client Associate Portland, Oregon **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... Client - Associate \_25045864) **Job Description:** **Advisor Development Program Client Associate ** Merrill Wealth Management is a leading… more
- JPMorgan Chase (Portland, OR)
- Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ... firms. Embrace the challenge of shaping the future of client service and make your mark by...delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team,… more
- RxBenefits (Portland, OR)
- …teamwork and communications skills. + Demonstrated dedication to a high level of client service , sound business and legal judgment and ability to determine ... The Associate Counsel provides substantive support to the Legal...Include:_ + Drafting and negotiation of company contracts, including client agreements and marketing agreements + Providing legal support… more
- IBM (Portland, OR)
- **Introduction** We are looking for a seasoned IBM Associate Partner - SAP AI-Enabled Testing-as-a- Service Architect to join our team and lead the practice in ... clients **Your role and responsibilities** We are looking for a seasoned IBM Associate Partner - SAP AI-Enabled Testing-as-a- Service Architect to join our team… more
- Banfield Pet Hospital (Portland, OR)
- SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity ... Oriented Listening Functional Preventative care and OWPs Position Description Client Service Coordinator - Job Description.docx 2...Job Description.docx 3 of 3 Last Revised: 08/20/2013 JP Associate is routinely exposed to a variety of pets… more
- Coldstream Wealth Management (Portland, OR)
- Job Descriptions: If you want to utilize your client service and financial planning experience and advance your career in wealth management, Coldstream Wealth ... growing Portland team. This position has the opportunity for career advancement within client service /team operations. We have a hybrid work environment, with… more
- Coldstream Wealth Management (Portland, OR)
- …Associates can work remotely 1-2 days per week. What you will do: + Exceptional Client Service : Going above and beyond to anticipate client needs, address ... as a Resource/Mentor for CSAs: + Delegating tasks to Client Service Associates + Assisting with the...+ Strong prioritization skills and the ability to manage tasks independently Keyword: Wealth Management Associate From: Coldstream Wealth… more
- The ODP Corporation (Portland, OR)
- …and merchandising standards, freight, and logistics activities, and prioritizing unparalleled client satisfaction. The Store Associate will support a ... Store Associate should be passionate about sales, delivering exceptional service , and driving operational excellence. The essential functions of this position… more
- JPMorgan Chase (Gresham, OR)
- …+ Ability to quickly and accurately learn products, services, and procedures. + Client service experience or comparable experience. + High school diploma or ... the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with… more
- H&R Block (Camas, WA)
- …H&R Block + Execute and hold all tax office associates accountable to the client service experience, with escalation to the Multi-Unit Team Leader and District ... always open. A Typical Day Joining us as an Associate Team Leader, you'll support a single retail office...+ Serve as point of contact for onsite escalated client service concerns + Ensure clients are… more
- The ODP Corporation (Gresham, OR)
- …visual and merchandising standards, freight, and logistics activities, and prioritizing unparalleled client satisfaction. The Sr. Store Associate will support a ... in key areas such as Print and Technology. The ideal Sr. Store Associate is passionate about sales, delivering exceptional service , and driving operational… more
- McKinstry (Portland, OR)
- ** Associate Structural Engineer** Location **OR - Portland** Job Family **Design, Engineering, and Modeling** Apply Now ... that sound like you? **The Opportunity with McKinstry** We are currently seeking an ** Associate Structural Engineer** to join our team as a member of our Engineering… more
- H&R Block (Camas, WA)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... A Typical Day Joining H&R Block as a Tax Associate means you will have the support of an...and accurate tax returns + Generate business growth, increase client retention, and offer additional products and services +… more
- PwC IT Services Co. (Portland, OR)
- **Line of Service ** Internal Firm Services **Industry/Sector** Not Applicable **Specialism** IFS - Internal Firm Services - Other **Management Level** Senior ... Associate **Job Description & Summary** At PwC, our people...user experiences. Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire… more
- US Bank (Portland, OR)
- …**Job Description** Private Wealth Management (PWM) Universal Assistant is a service and support representative functioning as the primary, daily contact between ... delegated authority and/or standard department guidelines, incumbent handles day-to-day client calls and transactions and problem resolution, escalating items beyond… more
- Equitable (Portland, OR)
- …demonstrating how these solutions can be tailored to meet their unique needs + ** Client Service and Implementation** : Analyze and organize client data, ... Wealth Management Associate - Retirement Benefits Group - OR, Portland...balance and champion limitless income potential! **Role Highlights** + ** Client Engagement** : Cultivate and expand your network within… more
- Allied Universal (Portland, OR)
- …protocols, training, and response strategies that drive operational improvements and ensure client satisfaction + Deliver high-quality service to our clients ... and customers we serve. Allied Universal(R) is hiring a Client Manager. As a Client Manager, you...professional level experience managing hourly employees in a fast-paced service organization + Associate 's degree in criminal… more
- Acosta Group (Portland, OR)
- **DESCRIPTION** **Position:** Sales Associate - Google Holiday Program **Purpose:** Drive awareness and sales of Google products (Pixel Buds, Pixel Watch, Pixel ... + Drive awareness and sales of Google products through outstanding customer service . + Maintain professional communication with store teams and program managers. +… more