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Robert Half Portfolio Manager in Salem, Oregon

Description

We are in search of a Portfolio Manager to join our team based in SALEM, Oregon, 97302, United States. This role provides an opportunity to work in the financial services industry. The position offers a contract to permanent employment opportunity after 90 days.

Responsibilities:

• Performing product research to ensure understanding of all items within the portfolio. • Accurately determining equipment values to maximize financial performance. • Utilizing CRM and ERP solutions to maintain organized and accurate records. • Conducting thorough market analysis to drive strategic decision-making. • Regularly auditing accounts and taking necessary action as per company guidelines. • Providing excellent customer service by answering inbound calls and resolving inquiries. • Ensuring accurate and efficient processing of customer credit applications. • Managing and selling a diverse portfolio.

Requirements • Proficient in ADP - Financial Services • Familiarity with Configure Price Quote (CPQ) • Strong knowledge of CRM systems • Experience with ERP • Comfortable with answering inbound calls • Familiarity with billing functions • Outstanding communication skills • Ability to work in a fast-paced environment • Strong analytical and problem-solving skills • Excellent organizational and multitasking abilities

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .

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