Registered Client Associate Jobs in Oregon

RSS

150 Oregon Registered Client Associate jobs found on Monster.

Jobs 1 to 20 of 150
The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch. Fully registered...
Bank of America Portland, OR
The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch. Fully registered ...
The Registered Client Associate (RCA) provides sales and operational support to multiple Financial Advisors (FAs). On occasion the RCA will assist with office support for firm initiatives. Major Responsibilities: *Provide account information to clients and FAs *Maintain accurate customer account records *Process customer account changes *Respond to inquiries, research requests and resolve pro...
UBS AG Bend, OR
Your job, as a Client Service Associate, is to enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors. Your knowledge of firm policy, procedures and technology allows you to interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional service. You per...
Your job, as a Client Service Associate, is to enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors. Your knowledge of firm policy, procedures and technology allows you to interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional service. You perf...
Bank of America Portland, OR
The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch. Fully registered ...
The Senior Client Manager (SCM) is responsible for managing a portfolio of business banking clients who require financial services and products to meet their needs. In addition to being the primary point of contact and key financial advisor for the client, the SCM is accountable for prospecting new business and retaining and deepening existing relationships. The SCM analyzes the client's financial...
Bank of America Portland, OR
The Senior Client Manager (SCM) is responsible for managing a portfolio of business banking clients who require financial services and products to meet their needs. In addition to being the primary point of contact and key financial advisor for the client, the SCM is accountable for prospecting new business and retaining and deepening existing relationships. The SCM analyzes the client's financial...
Bank of America Portland, OR
U.S. Trust is looking to add the industry's most capable and trusted wealth advisors to the team. Inclusive in this opportunity are products, client service and support, and compensation and benefits programs among the most competitive. Role Overview Client team lead with primary responsibility for new client acquisition, deepening client relationships and building an internal and external netwo...
Bright Horizons L.P Portland, OR
Registered Associate * Job Number:: 3035168 Posting Date: Sep 23, 2014 Primary Location: Americas-United States of America-Oregon-Portland Education Level: Refer to Position Description Job: Wealth Management Employment Type: Part Time Job Level: Non-Exempt Description POSITION SUMMARY: Assist Financial Advisors with all the administrative and processing aspects of all sales. DUTIES and...
Morgan Stanley Portland, OR, 97228
POSITION SUMMARY: Assist Financial Advisors with all the administrative and processing aspects of all sales. DUTIES and RESPONSIBILITIES: · Client contact including responding to client requests and client outreaches. · Perform general clerical duties, such as handling telephones, client mailings and creating mailing lists. · Create spreadsheets and other financial reports. · Use Morgan Stan...
Position Overview: This full time contract Telecommunications Support Specialist 3 position operates and maintains Cisco IP Telephony Voice/Video over Internet Protocol (VoIP) Systems and Cisco Video Conferencing (VTCs). In a team environment, the worker will analyze and process requests for telecommunications services and equipment in order to assist clients in obtaining the most cost-effective ...
The Network Engineer II position is responsible for understanding the strategic direction, priorities, and needs of our company and our customers. With this understanding, they are expected to maintain and refine IT-based solutions that meet the needs of our clients while aligning with the technology strategy of the company. Essential Duties/Responsibilities Design and deploy company LANs, WANs,...
Kelly IT is committed to connecting top talent with respected companies. Kelly IT currently has an opening for a Collaboration \ Unified Communications Engineer with our client in Portland, OR. REQUIRED Requires a bachelor's degree in area of specialty and 6+ years of experience in the field or in a related area. Familiar with VOIP, telepresence, and associated technology. Strong background wi...
Since 1946, Kelly Services® has been providing outstanding employment opportunities to the most talented individuals in the marketplace. Today, we are proud to offer a temp to hire opportunity to work as a Shipping/Receiving Clerk for a leader in the global food processing and packaging industry in Portland, OR. Under the general coordination of Senior Associate Packaging, must safely operate eq...
At David Evans and Associates (DEA) our philosophy is “To find outstanding professionals and give them the freedom and support to do what they do best.” Since its founding in 1976 in Portland, OR, DEA has become a recognized leader for progressive and sustainable design and management solutions for complex transportation, land development, energy, and water resources projects nationwide. DEA’s mul...
**INTERVIEWING IMMEDIATELY ** PRIOR EXPERIENCE Preferred, BUT NOT REQUIRED To be considered, you must provide the following: - Last 3 places of employment (if applicable) - Method for recruiter to contact you - Your preferred shift Worldwide athletic apparel and shoe company based in Beaverton, OR is seeking manufacturing associates interested in steady work, in a light industrial manufactur...
Kelly Services has an outstanding opportunity for an Inventory Planner in Beaverton, OR. This is a long term assignment working through Kelly Services for our client who is a leader in the clothing and textile industry. The nature of the work is focused on the effective and efficient distribution of products and services to customers. Ensure the accuracy and control of inventory balances through ...
Kelly Services is looking for Logistics Professionals in Beaverton, OR. These are long term temporary assignments working through Kelly Services for our client who is a leader in the clothing/textile industry. Description: The nature of the work is focused on the effective and efficient distribution of products and services to customers. Plans and co-ordinates the national and international movem...
Kelly Services is looking for a Logistics Coordinator in Beaverton, OR. This is a long term temporary assignment working through Kelly Services for our client who is a leader in the textile/clothing industry. The Logistics Coordinator will be focused on presenting and merchandising product to consumers. Position the category and retail to meet and exceed financial goals by ensuring that inventory ...

Get new jobs by email for this search
We'll keep looking and send you new jobs that match this search.
email me

Upload your resume and let employers find you!
It's that simple!

Popular Registered Client Associate Articles

Nursing Careers Beyond the Hospital Article Rating
Nurses can put their clinical expertise to work in many different nonhospital settings. Take a look at the options.
Seven Sports Jobs and What They Pay Article Rating
Why just work when you can earn a paycheck to play all day? Check out these sports-related jobs and find out what they pay.
For Employers: Post Jobs | Search Resumes | Advertise
About Monster | Work for Monster | Advertise with Us | AdChoices | Partner with Us | Investor Relations | Social Media
Terms of Use | Privacy Center | Accessibility Center | Help | Security | Contact Us | Sitemap | Mobile
©2015 Monster - All Rights Reserved U.S. Patents No. 5,832,497; 7,599,930 B1; 7,827,125 and 7,836,060 MWW - Looking for Monster Cable? - V: 2015.5.0.7-311
eTrustLogo