Client Associate
Lake Oswego, OR · On-site
Do you know how to take care of people? We're looking for a Full-Time Client Associate to: • ... We also provide diversified asset management solutions and focused investment banking capabilities.
Client Associate
Lake Oswego, OR · On-site
Do you know how to take care of people? We're looking for a Full-Time Client Associate to: • ... We also provide diversified asset management solutions and focused investment banking capabilities.
Client Associate
Lake Oswego, OR · On-site
Do you know how to take care of people? We're looking for a Full-Time Client Associate to: • ... We also provide diversified asset management solutions and focused investment banking capabilities.
Client Associate
Lake Oswego, OR · On-site
Do you know how to take care of people? We're looking for a Full-Time Client Associate to: • ... We also provide diversified asset management solutions and focused investment banking capabilities.
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment ... Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ...
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment ... Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ...
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment ... Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ...
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment ... Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ...
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment ... Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ...
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment ... Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ...
Wealth Management Client Associate
Hillsboro, OR · On-site
$21.25 - $28.32/hr
... investment proposals/reviews/routine correspondence, organizing paper flow in adherence to the firm ... client files and supplies, answering phones, opening and disseminating mail. Assists in business ...
Wealth Management Client Associate
Hillsboro, OR · On-site
$21.25 - $28.32/hr
... investment proposals/reviews/routine correspondence, organizing paper flow in adherence to the firm ... client files and supplies, answering phones, opening and disseminating mail. Assists in business ...
Wealth Management Client Associate
Hillsboro, OR · On-site
$21.25 - $28.32/hr
... investment proposals/reviews/routine correspondence, organizing paper flow in adherence to the firm ... client files and supplies, answering phones, opening and disseminating mail. Assists in business ...
Wealth Management Client Associate
Hillsboro, OR · On-site
$21.25 - $28.32/hr
... investment proposals/reviews/routine correspondence, organizing paper flow in adherence to the firm ... client files and supplies, answering phones, opening and disseminating mail. Assists in business ...
Partner with agents on case development, product positioning, and client strategies to help uncover opportunities and deliver tailored investment solutions that meet client goals. * Deliver impactful ...
Partner with agents on case development, product positioning, and client strategies to help uncover opportunities and deliver tailored investment solutions that meet client goals. * Deliver impactful ...
Client Associate (Wealth Management)
Beaverton, OR · On-site
$65K - $82K/yr
Client Associate (Wealth Management) Location: Beaverton, Oregon Work Model: Full-Time | In-Office ... investment management, retirement planning, and wealth management solutions. With nearly $1 billion ...
Client Associate (Wealth Management)
Beaverton, OR · On-site
$65K - $82K/yr
Client Associate (Wealth Management) Location: Beaverton, Oregon Work Model: Full-Time | In-Office ... investment management, retirement planning, and wealth management solutions. With nearly $1 billion ...
Client Associate (Wealth Management)
$65K - $82K/yr
Client Associate (Wealth Management) Location: Beaverton, Oregon Work Model: Full-Time | In-Office ... investment management, retirement planning, and wealth management solutions. With nearly $1 billion ...
Client Associate (Wealth Management)
$65K - $82K/yr
Client Associate (Wealth Management) Location: Beaverton, Oregon Work Model: Full-Time | In-Office ... investment management, retirement planning, and wealth management solutions. With nearly $1 billion ...
Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s ... General understanding of the investment brokerage industry and securities regulations with basic ...
Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s ... General understanding of the investment brokerage industry and securities regulations with basic ...
What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or ... General understanding of the investment brokerage industry and securities regulations with basic ...
What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or ... General understanding of the investment brokerage industry and securities regulations with basic ...
What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or ... General understanding of the investment brokerage industry and securities regulations with basic ...
What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or ... General understanding of the investment brokerage industry and securities regulations with basic ...
Investment Operations Associate
Portland, OR · On-site
$70K - $90K/yr
The Investment Operations Associate owns the day-to-day accuracy of Ferguson Wellman's portfolio ... This role ensures client data, reconciliation, and household structures are accurate and current ...
Investment Operations Associate
Portland, OR · On-site
$70K - $90K/yr
The Investment Operations Associate owns the day-to-day accuracy of Ferguson Wellman's portfolio ... This role ensures client data, reconciliation, and household structures are accurate and current ...
Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients ... client service associates, and renowned sales team to give our clients the best service possible.
Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients ... client service associates, and renowned sales team to give our clients the best service possible.
Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients ... client service associates, and renowned sales team to give our clients the best service possible.
Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients ... client service associates, and renowned sales team to give our clients the best service possible.
AVP, Associate Regional Investment Director
OR · Remote
$108K - $180K/yr
The Associate Regional Investment Director (AVP) partners closely with the Regional Investment ... Reinforce consistent use of financial planning and advisory tools to promote holistic client ...
AVP, Associate Regional Investment Director
OR · Remote
$108K - $180K/yr
The Associate Regional Investment Director (AVP) partners closely with the Regional Investment ... Reinforce consistent use of financial planning and advisory tools to promote holistic client ...
... client service associates, and renowned sales team to give our clients the best service possible ... As a International Investment Counselor, you are the central voice of Fisher Investments ...
... client service associates, and renowned sales team to give our clients the best service possible ... As a International Investment Counselor, you are the central voice of Fisher Investments ...
Since 2009, Fisher Investments International has developed a specialized approach focused on our ... client service associates, and renowned sales team to give our clients the best service possible.
Since 2009, Fisher Investments International has developed a specialized approach focused on our ... client service associates, and renowned sales team to give our clients the best service possible.
... client service associates, and renowned sales team to give our clients the best service possible ... As a International Investment Counselor, you are the central voice of Fisher Investments ...
... client service associates, and renowned sales team to give our clients the best service possible ... As a International Investment Counselor, you are the central voice of Fisher Investments ...
Client Associate Investment information
What cities in Oregon are hiring for Client Associate Investment jobs? Cities in Oregon with the most Client Associate Investment job openings:
Job description
Your role
Are you service oriented? Do you know how to take care of people?
We're looking for a Full-Time Client Associate to:
• serve private wealth clients with the utmost accuracy and care
• carefully open new accounts, execute banking requests, and facilitate other account service and maintenance activities
• support a team of professionals in delivering the service model
• educate clients on account services and capabilities
• keep management systems up to date with client information
• help with the preparation of reports and other materials for client meetings
• track and execute client service and operational activities with a high degree of professionalism
• coordinate detailed calendar of activities
• Field phone calls and work
Your team
You'll be working in the Lake Oswego office, supporting TRACK Wealth Management in the Pacific Northwest market. We serve individuals and families with significant means, helping them grow and preserve their wealth while making their fullest impact in life. As a bespoke service business, this position is critical for delivering sophisticated service with accuracy and the utmost care.
Your expertise
• ideally 1 year of experience in client services, within the finance sector
• excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Teams
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Are you service oriented? Do you know how to take care of people?
We're looking for a Full-Time Client Associate to:
• serve private wealth clients with the utmost accuracy and care
• carefully open new accounts, execute banking requests, and facilitate other account service and maintenance activities
• support a team of professionals in delivering the service model
• educate clients on account services and capabilities
• keep management systems up to date with client information
• help with the preparation of reports and other materials for client meetings
• track and execute client service and operational activities with a high degree of professionalism
• coordinate detailed calendar of activities
• Field phone calls and work
Your team
You'll be working in the Lake Oswego office, supporting TRACK Wealth Management in the Pacific Northwest market. We serve individuals and families with significant means, helping them grow and preserve their wealth while making their fullest impact in life. As a bespoke service business, this position is critical for delivering sophisticated service with accuracy and the utmost care.
Your expertise
• ideally 1 year of experience in client services, within the finance sector
• excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Teams
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
About UBS Financial Services
Sourced by ZipRecruiter
UBS is the world's largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors. With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
Industry
Securities, commodity contracts, and financial investments
Company size
10,000+ Employees
Headquarters location
Weehawken, NJ, US