Registered Client Associate Jobs in Oregon

100 jobs

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 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 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 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...

If you have a series 6 or 7 and 63, and not really wanting to do sales but work with the sales force, help the producer and the clients with their financial needs, then this is the spot for you! This is an awesome firm who is seeking a Qualified Registered Client Service Associate. Read further to get the scoop, and then please--contact me, send me a resume--do not miss out on this terrific oppor...

The Private Bank Client Service Associate is an integral member of the Private Bank and provides outstanding support and customer services to Private Bank Advisors and their clients. MAJOR JOB RESPONSIBILITIES Provides daily management of all deposit and loan details for Private Bank high net worth clients, including individuals, professional firms and not-for-profit organizations. Maintains dir...

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 p...

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 p...

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...

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...

Company Confidential
Abbott & Associates Professional Placement A unique, quality driven organization specializing in delivering professional placement and candidate diversity Abbott & Associates Professional Placement is searching on behalf of a client company who is a leader in health care education and hospitalization. As an RN, you will be responsible for assuring quality surgical results by assisting the Phys...

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...

Kelly Scientific Resources currently is recruiting for Clinical Research Associates in the Portland metro area. This employee will be working in the oncology department. The Clinical Research Associate will be coordinating and maintaining diverse activities related to clinical cancer research. This includes, but is not limited to: patient eligibility, registration, data compilation and submission,...

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,...

Job Summary The Sr. Director of Cybersecurity is responsible for coordinating and executing on Information Security (IS) governance, policies, and activities, as established/directed by the company, by creating and communicating an IT/Cybersecurity conscious culture broadly across the organization. The Sr. Director performs highly advanced managerial work providing direction and guidance to ISS (...

Kelly IT Resources is currently recruiting for a business analyst III (Distribution) Location: Portland, OR Duration: Temp to Hire General Position Summary: The Distribution Business Systems Analyst III will lead all technical aspects of medium to large-scale projects from functional design through implementation for our clients global Distribution Centers (DC’s). Responsibilities include proj...

Are you a Senior Systems Specialist or a Senior Application Administrator looking for a permanent role with a great company? Then look no further! Kelly IT is looking for you to work with a client of ours in Portland, OR. Summary: Performs duties associated with the Credit Union’s information systems. Provides support to all network users and Credit Union members through installation, configurati...

Facilities Tech / Industrial Waste Water Are you looking for an exciting field position where you would be spending time out in the field working from a table or handheld computer? Not a desk job? Position will be supporting routine operations on a Factory Waste Treatment systems, and will be required to Performing repairs and preventative maintenance on a wide Variety of building and facility ...

A contract Process Technician position in Hillsboro, Oregon is available courtesy of Kelly Engineering Resources. In this position, you will support the process engineering and cleanroom facilities activities, through various “hands on” tasks and operation of semiconductor manufacturing equipment. Primary Responsibilities: Responsible for performing technical tests and experiments in the plasma ...

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 temporary opportunity to work as an Administrative Assistant for a leader in the manufacturing industry in Hillsboro, OR. Essential Duties and Responsibilities: -Provide administrative support to various departments. -Managing c...