Investment Advisor Associate - Client Relationships & Trade Support
Columbia Credit Union
Columbia Credit Union is seeking a dedicated team member to support Advisors in providing excellent service to clients. Responsibilities include executing investment transactions, ensuring compliance with regulations, and maintaining client relationships in Vancouver, WA. The ideal candidate will have a background in financial services, hold necessary certifications, and exhibit strong organizational skills. This role offers competitive hourly pay and opportunities for incentives. #J-18808-Ljbffr Columbia Credit Union
$23 - $27 per hour
Join Columbia Credit Union as an Advisor Support Representative in Vancouver, WA, where you will provide essential support to investment advisors to ensure client satisfaction. You will manage orders, maintain client documents, and uphold compliance standards. This role...SuggestedHourly pay- ...decisions and enabling the communities we support to grow and succeed. We believe it takes... ...from Day One. Job Description Build relationships with customers via multiple channels including... ...Identify solutions for new and existing clients based on their needs by effectively...SuggestedTemporary work
$28.99 - $35.43 per hour
...Job Title Client Relationship Consultant Job Description Location: 15900 SW 116th Ave, Tigard, OR 97224 Client Relationship Consultants... ...of applicable bank and branch policies, procedures and support systems Thorough knowledge of all retail products and...SuggestedTemporary workLocal area$21.68 - $26.5 per hour
...Job Title Client Relationship Consultant Job Description Client Relationship Consultants build relationships with customers, engaging... ...of applicable bank and branch policies, procedures and support systems Proven customer service and interpersonal skills...SuggestedTemporary work$21.68 - $26.5 per hour
U.S. Bank is seeking a Client Relationship Consultant to build and maintain relationships with customers across multiple channels, providing... ...knowledge of consumer and business banking products, policies, and support systems. Process basic transactions and complete service...SuggestedHourly payTemporary work$25.49 - $31.15 per hour
...decisions and enabling the communities we support to grow and succeed. We believe it takes... ...9 Responsibilities Build and maintain relationships with customers across in-person,... ...offerings. Provide a consistent optimal client experience, greeting clients and processing...Hourly payTemporary work$119.77k - $140.9k
...U.S. Bank Business Banking Relationship Manager At U.S. Bank, we're... ...enabling the communities we support to grow and succeed. We believe... ...role in helping our business clients achieve their financial goals... ...Relationship Managers are the primary advisor for our business clients and...Temporary workWork experience placement$119.77k - $140.9k
...and enabling the communities we support to grow and succeed. We... ...Description Business Banking Relationship Managers play a pivotal role in helping our business clients achieve their financial goals.... ...Relationship Managers are the primary advisor for our business clients and...Temporary workWork experience placementLocal area- Koitecc Solutions in Portland, Oregon, is seeking a Relationship Banker to enhance client experiences and manage relationships effectively. The role includes utilizing innovative banking solutions and financial technology while prioritizing client satisfaction and retention...
- ...Oregon is seeking a Financial Advisor who will champion team success and provide personalized investment solutions. With a commitment... ...inclusion, you will educate clients on investment management and... ...relevant experience, strong client relationship skills, and required...
- ...Relationship Banker - Spanish Preferred Vancouver,... ...and delivering for our clients, teammates, communities... ...exceptional talent, supporting our teammates’... ...business, lending, and investments Manages financial... ...or business-relevant Associate’s Degree such as business...Work at officeShift workWeekend workDay shift
$23 - $27 per hour
...About The Role Provides full support to the Advisors (Investment Representatives) and VP... ...& Insurance, ensuring client satisfaction through direct... ...long‑term client relationships, listen empathetically, gather... ...reporting, broker‑dealer trading platform, My Portfolio View...Hourly payCasual workWork visa$75k - $100k
...Financial Operations Associate role is built for... ...a key role in supporting the day-to-day operations... ...a high-performing investment management firm. You’ll execute trades across multiple... ...throughout the client and operational experience... ...search. As talent advisors, we will be the...Work at officeLocal area- ...Private Client Banker You have a passion for taking care of our customers and employees... ...welcomed and valued by building lasting relationships, doing the right thing, exceeding... ...Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship...Immediate startAfternoon shift
$25 - $27.88 per hour
Responsibilities Engage clients in the lobby to... ...operational excellence. Build relationships with clients to meet... ..., lending, and investments. Manage financial center... ...or business‑relevant Associate’s Degree such as... ...additional resources and support. #J-18808-Ljbffr...Hourly payShift workWeekend workDay shift$81.52k - $95.9k
...Business Banking Relationship Manager At U.S. Bank, we're on a journey... ...enabling the communities we support to grow and succeed. We... ...role in helping our business clients achieve their financial goals... ...Relationship Managers are the primary advisor for our business clients and...Temporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week$81.52k - $95.9k
...and enabling the communities we support to grow and succeed. We... ...Responsibilities Business Banking Relationship Managers play a pivotal role in helping our business clients achieve their financial goals.... ...Relationship Managers are the primary advisor for our business clients and...Temporary workWork experience placementWork at officeRemote workFlexible hours3 days per week- ...Morgan Chase in Vancouver, WA, is seeking a Private Client Advisor to provide comprehensive financial planning and... ...clients. This role focuses on building strong client relationships and delivering personalized investment solutions. Candidates should have at least 2 years...
- ...Responsibilities: Generates new cash management and deposit business for the bank by following up on sales leads, expanding existing client relationships, and identifying/qualifying new prospects within the assigned geographic area. Develops and maintains collaborative...Immediate start
- ...company and how we deliver for our clients, teammates, communities and... ...and experiences and invest heavily in our teammates and... ...offering competitive benefits to support their physical, emotional, and... ...operational excellence Builds relationships with clients to meet...Shift workDay shift
- ...Private Client Banker You have a passion for taking... ...by building lasting relationships, doing the right thing... ...(Private Client Advisors, Mortgage Bankers and... ...reimbursement, mental health support, financial coaching... ...mortgages, auto financing, investment advice, small business...Immediate startAfternoon shift
- ...Relationship Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting... ...180 days of hire, study materials and support provided. ~ Ability to work branch...Afternoon shift
- U.S. Bank is seeking an Insurance Premium Finance Banker in Portland, Oregon, responsible for managing relationships with high net worth clients and ensuring compliance with banking regulations. The role requires extensive banking experience, particularly in IPF lending...
$20.5 - $24.75 per hour
Job Overview The Relationship Banker is a frontline financial partner (financial MDs) that is part of a supportive and dynamic member focused sales team. As a Relationship Banker... ...with service teams including insurance, investments, Premier, and mortgage Meet quarterly metrics...Hourly payFull timeWork at office- ....P. Morgan Chase is seeking a Private Client Advisor for their Lake Oswego, OR office. The... ...a passion for delivering personalized investment solutions to a diverse clientele. Key... ...responsibilities include building client relationships, understanding financial markets, and...Work at office
- KeyCorp is looking for a Financial Wellness Advisor based in Vancouver, Washington. In this... ...serve as a trusted advisor, helping clients navigate their financial journey effectively... .... The position calls for strong client relationship management, sales skills, and the...Flexible hours
- First Tech Federal Credit Union is seeking a Relationship Banker in Vancouver, WA, to provide frontline financial services to members. In this role, you will engage with members to understand their financial needs and offer tailored products and services. Key responsibilities...Hourly pay
$20.5 - $24.75 per hour
Role, Inc. is hiring a Relationship Banker to join their supportive sales team in Vancouver. This full-time on-site position requires processing financial transactions and providing tailored member services. The ideal candidate will have strong customer service skills...Hourly payFull time$64.2k - $116.4k
...changing world, our clients' needs are... ...rapidly evolving to support them. Our internal... ...margin improvement and investment decisions. The opportunity... ...Business Advisor (EBA) - Senior Associate role, you will be an... ...strong and effective relationships will be key. What...Contract workWork experience placementSummer holidayWork at officeFlexible hours- ...Relationship Banker In Branch Banking You have a passion for helping customers, building... ...partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship... ...with proven success in establishing new clients, deepening customer relationships and...Immediate startAfternoon shift
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