Top 47 Transaction processing associate Jobs in Portland, Or

Part-Time Client Service Associate
Morgan Stanley —Lake Oswego, OR
- Part-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Part Time Associate Banker Portland East (30 hours)
JPMorganChase —Gresham, OR
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
Retail Associate - Washington Square
Aritzia —Portland, OR
- $20 - $30 an hour
- Part-time
- Merchandising
- Entry level
Selling Associate-Washington Square VS
Victoria's Secret —Portland, OR
- $17.00 - $20.25 an hour
- Part-time
- Cleaning
- Fair chance
- Entry level
- Employee assistance program
- Flexible schedule
Part Time Associate Banker WA South (30 hours)
JPMorganChase —Vancouver, WA
- $20.00 - $27.60 an hour
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
14d
Selling Associate-Washington Square PINK
Victoria's Secret —Portland, OR
- $17.00 - $20.25 an hour
- Part-time
- Cleaning
- Fair chance
- Entry level
- Employee assistance program
- Flexible schedule
Senior Service Associate, Distribution Operations - M-F 9:00 AM - 5:30 PM
UPS —Portland, OR
- Full-time
- Background check
- Mid-level
- Forklift
- Health insurance
- Dental insurance
1d
PART TIME SALES ASSOCIATE - BURNSIDE
Dr Martens —Portland, OR
- $17.30 an hour
- Part-time
- Bilingual
- Merchandising
- Microsoft Office
- Flexible spending account
- Paid time off
Foreign Exchange Operations Junior Associate
U.S. Bank National Association —Gresham, OR
- $24.18 - $32.21 an hour
- Full-time
- Microsoft Excel
- Office
- High school diploma or GED
- Paid holidays
- Disability insurance
2d
Part Time Sales Associate - Burnside
Dr. Martens —Portland, OR
- $17.30 an hour
- Part-time
- Bilingual
- Merchandising
- Microsoft Office
- Flexible spending account
- Paid time off
Quick Apply
Sales Associate
Boot Barn —Portland, OR
- Extended hours
- Heavy lifting
- Merchandising
- Communication skills
- Store discount
- Health insurance
Quick Apply
Front of House & Farmers Market Associate (Hybrid Position)
Bamford Bakeshop —Beaverton, OR
- $18 - $20 an hour
- 8 hour shift
- Hybrid work
- Driver's License
- Bakery
- Driving
- Travel reimbursement
- Employee discount
Quick Apply
9d
Cashier/Customer Service Associate
Shell Gas Station & buy2stores —Portland, OR
- $16.30 an hour
- Part-time
- 18 years or older
- Cleaning
- In-person
- 401(k)
- Paid time off
Quick Apply
3d
Sales Associate III
Coach —Portland, OR
- $15.00 - $19.50 an hour
- Part-time
- Computer literacy
- Merchandising
- English
- Commuter assistance
- Paid parental leave
Service Associate
Allworth Financial —Portland, OR
- $60,000 - $68,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Bachelor of Science
- Health savings account
- Paid holidays
Early Morning Stock Associate
Ross Stores —Sherwood, OR
- Merchandising
- Sanitation
- Ability to lift 25 pounds
Retail Associate
Ross Stores —Tigard, OR
- Merchandising
- Sanitation
- Ability to lift 25 pounds
Campus Retail Associate (Temporary) Pacific University Bookstore
Barnes & Noble Education, Inc. —Forest Grove, OR
- Temporary
- Merchandising
- Basic math
- Sanitation
- COVID-19 protective measures
- Commuter assistance
Inside Sales Associate, Parts - Ambient HVAC Supply
Ambient Enterprises —Tigard, OR
- $25 - $30 an hour
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Selling Associate-Vancouver
Victoria's Secret —Vancouver, WA
- $18.00 - $21.25 an hour
- Part-time
- Cleaning
- Fair chance
- Entry level
- Employee assistance program
- Flexible schedule

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transaction processing associate jobs near portland, or

Part-Time Client Service Associate

Morgan Stanley -
Lake Oswego, OR

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Job Details

Part-time

Qualifications

Website maintenance
Investment advisory support
Website management
Microsoft Excel
Customer relationship building
Microsoft Outlook
Business travel arrangements
Account maintenance
Writing skills
Greeting customers
Zoom
Bank transfers
Filing
Money transfers
Client file management
Team scheduling
Scanning
High school diploma or GED
Managing clients in a customer support role
Digitization
Documentation tools
Expense reports
Managing clients in a finance role
Task prioritization
Client services
Investment account customer support
Organizational skills
Assisting with digital banking services
Handling account queries
Withdrawals

Full Job Description

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.

DUTIES and RESPONSIBILITIES:

CLIENT SUPPORT

Provide service coverage for a FA/PWA/team including:

Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
Executing money movement transactions at the request of the client and/or FA/PWA
Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit)
Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA
Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
Supporting the FAs/PWAs/teams’ marketing strategy (e.g., website maintenance)
Assist FAs/PWAs/teams in delivering against their business plan and client service model
Remaining current on all policies, procedures and new platforms
Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management

ADMINISTRATIVE SUPPORT:

Covering the front desk in our Portland, Oregon office, including greeting guests and answering incoming calls.
Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed)
Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
Assisting with general in-office support functions such as copying, filing and scanning documentation
Preparing and submitting expense reports for processing at the direction of the FA/PWA

Qualifications - External

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

High School Diploma/Equivalency
College degree preferred
Industry experience is a plus
Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Knowledge/Skills

Detail orientated with superior organizational skills and ability to prioritize
Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
Exceptional writing, interpersonal and client service skills
Strong time management skills
Team player with the ability to collaborate with others
Ability to work in a fast-paced, evolving environment
Adaptable and ability to multi-task
Goal oriented, self-motivated and results driven

Reports to:

Business Service Officer

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit : https://www.morganstanley.com/people-opportunities/eeo .

Apply Now

Refine Your Search

transaction processing associate jobs in portland, or

Part-Time Client Service Associate

Part Time Associate Banker Portland East (30 hours)

Retail Associate - Washington Square

Selling Associate-Washington Square VS

Part Time Associate Banker WA South (30 hours)

Selling Associate-Washington Square PINK

Senior Service Associate, Distribution Operations - M-F 9:00 AM - 5:30 PM

PART TIME SALES ASSOCIATE - BURNSIDE

Foreign Exchange Operations Junior Associate

Part Time Sales Associate - Burnside

Sales Associate

Front of House & Farmers Market Associate (Hybrid Position)

Cashier/Customer Service Associate

Sales Associate III

Service Associate

Early Morning Stock Associate

Retail Associate

Campus Retail Associate (Temporary) Pacific University Bookstore

Inside Sales Associate, Parts - Ambient HVAC Supply

Selling Associate-Vancouver

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