Top 1360 Financial representative Jobs in Portland Or

Client Service Specialist - Financial Services
Mulberry Talent Partners —Portland, OR
- $63,000 - $73,000 a year
- Full-time
- Remote
- Research
- Mid-level
- Administrative experience
- Paid holidays
- Health insurance
Quick Apply
Financial Advisor - OR, NY, NJ, FL, or CA
Current —Portland, OR
- $150,000 - $600,000 a year
- Full-time
- In-person
- Senior level
- Banking
- Disability insurance
- Health insurance
Fiscal Services Associate I/II - 1.0 FTE - Accounting Services
Portland Public Schools Oregon —Portland, OR
- Full-time
- Word processing
- Writing skills
- Office
- Disability insurance
- Health insurance
9d
Advisor Development Program - Financial Solutions Advisor - 82nd & Johnson Creek Financial Center
Bank of America —Portland, OR
- Full-time
- Background check
- Office
- Bachelor's degree
Sales Representative
Colonial Life —Portland, OR
- Sales
- Entry level
- Dental insurance
Insurance Agent
Pioneer Agency —Portland, OR
- $50,000 - $75,000 a year
- Choose your own hours
- Remote
- Computer literacy
- High school diploma or GED
- Computer skills
- Opportunities for advancement
- Flexible schedule
Quick Apply
Insurance Agent - Book Opportunity - Happy Valley, OR
COUNTRY Financial —Happy Valley, OR
- Full-time
- Mid-level
- Office
- Bachelor's degree
Insurance Agent - Hillsboro, OR
COUNTRY Financial —Hillsboro, OR
- Full-time
- Mid-level
- Office
- Bachelor's degree
Insurance Agent - Book Opportunity - Beaverton, OR
COUNTRY Financial —Beaverton, OR
- Full-time
- Mid-level
- Office
- Bachelor's degree
Hospice Director of Patient Care Services (RN)
Mission Healthcare —Portland, OR
- $130,000 - $145,000 a year
- Nursing
- RN License
- 3 years
- Mileage reimbursement
- Health savings account
Quick Apply
Insurance Agent - Book Opportunity - West Linn, OR
COUNTRY Financial —West Linn, OR
- Full-time
- Mid-level
- Office
- Bachelor's degree
Insurance Agent - Tualatin, OR
COUNTRY Financial —Tualatin, OR
- Full-time
- Mid-level
- Office
- Bachelor's degree
Licensed Insurance Sales Representative
Dick Hannah Allstate Insurance Agency —Camas, WA
- $50,000 - $100,000 a year
- Full-time
- Mid-level
- Business development experience
- In-person
- Paid training
- Paid holidays
Quick Apply
Financial Advisor - Tualatin, OR
COUNTRY Financial —Tualatin, OR
- Full-time
- CPA
- Mid-level
- Office
Automotive Sales Representative/Consultant | Commission-Based - Tonkin Mazda of Portland
Tonkin Mazda of Portland —Portland, OR
- Full-time
- 18 years or older
- Clean driving record
- Dealership
- Paid training
- Disability insurance
Quick Apply
7d
Insurance Agent - Book Opportunity - Oregon City, OR
COUNTRY Financial —Oregon City, OR
- Full-time
- Mid-level
- Office
- Bachelor's degree
Sales Representative + Sign-on Bonus
DaBella —Portland, OR
- $70,000 - $90,000 a year
- Full-time
- Spanish
- Driver's License
- Travel
- Paid training
- Health savings account
Quick Apply
8d
Sales Representative
Arctic Spas - Blue Falls Manufacturing —Beaverton, OR
- From $20 an hour
- Full-time
- Sales
- Customer service
- English
- Health insurance
- Dental insurance
Quick Apply
Insurance Agent - St. Helens, OR
COUNTRY Financial —Saint Helens, OR
- Full-time
- Mid-level
- Office
- Bachelor's degree
Insurance Agent - Portland, OR
COUNTRY Financial —Portland, OR
- Full-time
- Mid-level
- Office
- Bachelor's degree

I want to receive the latest job alert for financial representative in portland or

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

financial representative jobs near portland or

Client Service Specialist - Financial Services

Mulberry Talent Partners -
Portland, OR

Quick Apply

Job Details

Full-time
$63,000 - $73,000 a year

Benefits

Paid holidays
Health insurance
Dental insurance
Vision insurance
401(k) matching

Qualifications

Teamwork
Research
Administrative experience
Bachelor's degree
Attention to detail
Financial services

Full Job Description

Client Service Specialist - Financial Services

· Direct-hire

· Portland, OR

· Remote (local only)

· Financial Services

What you should know: Mulberry has with a local financial services firm to hire a Client Service Specialist. This position is key to ensuring smooth operations in a client-focused firm that specializes in personalized financial services. The ideal candidate is proactive, detail-oriented, and has a passion for streamlining processes, and contributing to a collaborative and high-performing team environment.

A day in the life:

Answering and problem-solving incoming telephone, voicemail, e-mail and in-person requests professionally and courteously.
Prepare, organize, coordinate, and maintain all client paperwork.
Complete client paperwork with clients virtually, and maintain communication with the client about the status of accounts.
Provide market quotations, place orders, and rebalance accounts at the direction of the financial advisor.
Perform investment portfolio research.
Maintain records related to Model portfolios and create investment proposals.
Identify and provide recommendations regarding processes, procedures, and policies related to investments with the goal of creating a more efficient and error-free client experience.
Maintain client and other appropriate information in company software including but not limited to accurate and timely processing of updates and report requests.
Execute on assigned projects.

Your areas of knowledge and expertise:

· Bachelor’s degree in Business or related field strongly preferred

· 2-3+ years in administrative roles in a financial services organization

· Must be solution-oriented, able to take initiative, highly organized with a strong attention to detail, communicative, and proactive

Compensation and Benefits: $63,000 - $73,000 annually plus benefits including 100% employer paid medical insurance, dental and vision insurance options, paid holidays, unlimited vacation time, 401k matching, and bonus eligibility!

Mulberry Talent Partners is dedicated to connecting exceptional talent with exciting opportunities. By applying for this position, you will also be considered for other open positions within our network. If you are already part of our community, we encourage you to reach out directly to one of our recruiters regarding any specific roles that catch your eye!

Pay: $63,000.00 - $73,000.00 per year

Benefits:

401(k) matching
Dental insurance
Health insurance
Vision insurance

Work Location: Remote

Quick Apply

Refine Your Search

financial representative jobs in portland or

Client Service Specialist - Financial Services

Financial Advisor - OR, NY, NJ, FL, or CA

Fiscal Services Associate I/II - 1.0 FTE - Accounting Services

Advisor Development Program - Financial Solutions Advisor - 82nd & Johnson Creek Financial Center

Sales Representative

Insurance Agent

Insurance Agent - Book Opportunity - Happy Valley, OR

Insurance Agent - Hillsboro, OR

Insurance Agent - Book Opportunity - Beaverton, OR

Hospice Director of Patient Care Services (RN)

Insurance Agent - Book Opportunity - West Linn, OR

Insurance Agent - Tualatin, OR

Licensed Insurance Sales Representative

Financial Advisor - Tualatin, OR

Automotive Sales Representative/Consultant | Commission-Based - Tonkin Mazda of Portland

Insurance Agent - Book Opportunity - Oregon City, OR

Sales Representative + Sign-on Bonus

Sales Representative

Insurance Agent - St. Helens, OR

Insurance Agent - Portland, OR

I want to receive the latest job alert for financial representative in portland or

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected