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Work with RM’s to manage client portfolios based on client objectives, model, legacy positions and capital gains, including developing plans to address legacy positions and to advance accounts towards Spinnaker model holdings.
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As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the relationship team (IAs, FAs, PBs, WSs, etc), and ultimately responsible for growth and retention of that client base.
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The trust associate assists trust officers with the administration of trust accounts, trust administrative reviews, client meeting preparation, and communications with beneficiaries, fiduciaries, outside professionals, and service providers.
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TOA is client-focused with extensive experience working with diverse client populations. With over 50 years of experience, TOA draws from a comprehensive set of programs which address issues such as mental health, substance use, homelessness, lack of basic needs, and access to community supports.
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Chief Financial Officer (CFO)Locations: Portland, OR, San Francisco, CA, Seattle, WA Hybrid 3x a week on-sitewho our client isAn employee-owned design firm that strives to be both the best in design and the best in places to.
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We welcome those with experience in jobs such as Field Client Relationship Manager, Staff Accountant, and Retail Sales Representative and others in the Accounting and Finance to apply. We assist companies and non-profit organizations in delivering benefits to their employees.
Full-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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The Staff Transmission Engineer will work with the project team throughout the design and construction process, adapting transmission plans according to budget constraints, design factors or client needs.
Full-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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You will be a primary client contact, involved in the strategic development of the business line, lead business development and proposal generations as well as provide technical quality control reviews and mentorship to project managers and other staff.
$134,000 - $176,000 a yearFull-timeExpandUpdated 22 days ago - UpvoteDownvoteShare Job
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Client in [CITY & STATE] is looking for a Long Term Care/LTC RN to help them out for 13 weeks. 13 week Long Term Care/LTC RN travel assignment. Client in [CITY & STATE] is looking for a Long Term Care/LTC RN to help them out for 13 weeks.
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Our client, a Maine-based Employee Owned civil engineering firm, is seeking to add a Senior Traffic Engineer to their growing team. Assist the team with proposal efforts, presentations, client development, and management.
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Client Support Coordinator | Maine. Proven experience in client support, customer service, or a related role. Excellent communication and interpersonal skills, possess the ability to handle a variety of client situations with enthusiasm, empathy, and integrity.
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TRC’s client is an established auto parts manufacturer looking for an Automation Engineer to join their team in Portland, ME on a full-time, direct hire basis. Experience with programming Allen Bradley PLCs and HMIs, Fanuc Robots, and UR Robots.
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Client in Portland, ME is looking for a Magnetic Resonance Imaging Technologist to help them out for 13 weeks. Charting System: Epic, Epic Systems Corporation - Ep, Epic Systems Corporation - Epic Systems Corporation-Identity, Epic Systems Corporation - Epic Systems Corporation-MyChart.
$2,349 a weekExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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Client in Portland, ME is looking for a Interventional Radiology Technologist to help them out for 13 weeks. Client in Portland, ME is looking for a Interventional Radiology Technologist to help them out for 13 weeks.
$3,230 a weekExpandUpdated 21 days ago - UpvoteDownvoteShare Job
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Maintain a collegial working relationship with CDI and Coding and Client Success partners. This position serves as a liaison between Accuity operations and Client Success and may require communication with the Accuity client base HIM resources.
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client job in Portland, ME
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