- 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
- 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
- Coldstream Wealth Management (Portland, OR)
- …+ Demonstrated ability to thrive in a fast-paced, client -focused setting. Keyword: Senior Wealth Management Associate From: Coldstream Wealth Management ... Job Descriptions: If you want to utilize your client service and financial planning experience...perfect next step for you. We're adding an experienced Senior Wealth Management Associate to our growing… more
- SitusAMC (Salem, OR)
- …Manage and update key documents to support WFS Clients policies & procedures, service level agreements (ie, performance metrics) and client deliverables. + ... for onshore clients. + Manage time and tasks to Service Level Agreements agreed to with client ...and/or relevant experience, typically with 1+ years in an Associate level role or external equivalent. + 5+ years… more
- PwC IT Services Co. (Portland, OR)
- …Not Applicable **Specialism** IFS - Internal Firm Services - Other **Management Level** Senior Associate **Job Description & Summary** At PwC, our people in ... user experiences. Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire...work more efficiently and deliver the highest levels of service to our clients. Youll focus on managing the… more
- Capital One (Salem, OR)
- Senior Associate , Capital One Concierge, Delivery Lead - Velocity Black (Remote) This is your opportunity to join Capital One's new, luxury vertical: Velocity ... both PdMs & Tech Leads about how different components fit together. + **Organizer:** This associate should be one of the most organized on the team, so much so that… 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
- Columbia Bank (Medford, OR)
- …and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. We are ... Senior Wealth Advisor Wealth Management Irvine, California Sacramento,...with their individual financial goals and objectives. + Achieve client satisfaction and loyalty through excellent service .… more
- Ensono (Salem, OR)
- Senior Security Services ManagerRemote - United StatesJR012375 At Ensono, our **Purpose is to be a relentless ally, disrupting the status quo and unleashing our ... reshape how our world runs. As an expert technology adviser and managed service provider with cross-platform certifications, Ensono empowers our clients to keep up… more
- Bank of America (Portland, OR)
- … client relationships through platform services, supporting clients with self- service or transactional activities, and providing exceptional client care. ... Senior Banker, bilingual Spanish preferred Portland, Oregon **To...educates, and trains clients on conducting simple transactions through self- service technologies + Leverages available resources, technologies, and processes… more