Registered Client Associate Jobs in Oregon

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102 Oregon Registered Client Associate jobs found on Monster.

Jobs 1 to 20 of 102
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...
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...
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...
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 a Hazardous Material Hander for a leader in the manufacturing industry in Beaverton, OR. Hazardous Material Handler I JOB SUMMARY Performs maintenance tasks to sustain the operation of assigned m...
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,...
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...
Engineering Coordinator (Manufacturing) Portland, OR DIRECT HIRE Kelly Services is currently seeking an Engineering Coordinator for one of our top clients in Portland, OR As an Engineering Coordinator placed with Kelly Services you will be responsible for updating multi-level bill of materials and labor routing for manufactured parts Additional Responsibilities Include: • Experience with Agil...
Electrical Engineering Technician Are you an experienced Platform Power Technician? We are looking for several experienced professionals who are interested in exciting long term contract job opportunities. This is an R D group for the Architecture and Engineering section. You will be a member of a team measuring power and performance on the latest platforms. Your responsibilities will include...
Mortgage Processor - Mortgage Associate 400478 Must be able to start 3/9/2015 pay is 15.00/hour Sorts and files correspondence, loan documents and other records in alphabetic or numerical order or according to a specific loan. Processes paperwork by verifying data and transferring into a standard format. Posts to and extracts data from records and files. May input data of new or existing loan info...
**IMMEDIATE OPENINGS** PRIOR EXPERIENCE PREFERED, 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 manufacturing envi...
Kelly Services has an outstanding opportunity for a Supply Chain Professional in Beaverton, OR. The nature of the work is focused on the effective and efficient distribution of products and services to customers. Manage, lead and/or participate in the strategic evolution of the global Supply Chain process. May be responsible for budget planning. Document findings and gaps for future resolution an...
Kelly Scientific Resources is seeking an Analytical Chemist with strong knowledge of EPA GLP regulations. Preference is given to applicants possessing strong analytical chemistry skills (particularly in chromatography) and who have experience designing and validating support systems (software and documentation) required for regulatory work. Responsibilities: · Analytical method development, vali...
Kelly Scientific is currently recruiting for a Chemist to work at a Specialty Chemical Manufacturing facility in Eugene, OR. This is a full-time temporary position. This position is M-F with day shift hours. Responsibilities: · Comply with safe work practices as specified in the organization’s Safety Manual. · Participate and comply with the Quality System structure. · Conduct required testing...
Job Description Are you seeking a challenging RN position with a strong, growing company? You have come to the right place! It's Better @ Medcor! Medcor, Inc. has a PRN opportunity for a Registered Nurse in Bend, Oregon. This PRN nursing position provides coverage to the Juvenile Detention Center of Deschutes County in Bend, OR and the Deschutes Onsite Clinic. Management services are provided by...
We have multiple Full Time and on-Call opportunities for psychiatric RNs (QMHP) Telecare has been providing services to individuals with serious mental illness since 1965 and is proud to be a significant provider of mental services in Oregon, operating seven programs in the state. The programs are recovery-focused, clinically effective and are designed. Telecare has over 65 programs and over 2,00...

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