- HUB International (Fall River, MA)
- …own unique, regional culture. We currently have an opportunity for a Account Manager -- Client Advisory Team. **Responsibilities:** + Review and analyze ... regarding new and/or renewal coverage. + Prepare policy quotes based on client 's needs, rates and coverages. + Prepare all transactions for assigned accounts,… more
- Guardian Life (Providence, RI)
- The ** Advisory Market Account Implementation Manager ** , primarily handles complex and large group implementations, providing overall coordination and ... Data Exchange team, Ben Admin partners, Enrollment Technology Consultants, Sales and Client Management teams, Case Set-Up team, billing, and enrollment teams etc.)… more
- Bank of America (Providence, RI)
- …covering roles in times of absence or seasonal need increases, while leading with a client first mindset **Skills:** + Account Management + Client Management ... Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management +...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Bank of America (Providence, RI)
- …experience with Salesforce a plus + Professional verbal and written c **Skills:** + Account Management + Client Management + Customer and Client Focus ... Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management +...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Bank of America (Riverside, RI)
- …Job expectations include providing seamless service delivery by answering client questions, resolving problems, providing appropriate account maintenance, ... + Issue Management + Active Listening + Adaptability + Client Solutions Advisory + Data Collection and...+ Data Collection and Entry + Problem Solving + Account Management + Analytical Thinking + Client … more
- Bank of America (Providence, RI)
- …Chartered Retirement Planning Counselor (CRPC) + Obtained insurance licenses **Skills:** + Account Management + Client Investments Management + Client ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Bank of America (Lincoln, RI)
- …Brokerage experience is a plus - 1+ years of financial industry experience Skills: Account Management Advisory Client Experience Branding Customer and ... Client Focus Oral Communications Active Listening Attention to Detail Client Solutions Advisory Issue Management Pipeline Management Causation Analysis … more
- Bank of America (Barrington, RI)
- …Chartered Retirement Planning Counselor (CRPC). * Obtained your insurance licenses. Skills: * Advisory * Account Management * Client Experience Branding * ... Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management *...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Citizens (Johnston, RI)
- …services, deep expertise, and cutting-edge research-all while maintaining a personalized, client -first approach. We're on the lookout for top-tier professionals who ... are passionate about delivering a gold-standard client experience-those who inspire long-term loyalty and thrive in...crucial part in the onboarding of newly recruited Wealth Advisory teams. The individual manages the detailed end to… more
- Bank of America (Warwick, RI)
- …Acumen * Customer and Client Focus * Oral Communications * Problem Solving * Account Management * Client Experience Branding * Client Management * ... center traffic, appointments, and outbound calls effectively * Drives the client experience * Manages cash responsibilities Required Qualifications: * Is an… more