- JPMorgan Chase (Cranston, RI)
- …their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of ... sources. **Job responsibilities** + Shares the value of Chase Private Client with clients that may be...using a value-added, relationship-oriented approach to acquire and deepen client relationships + 1+ year Branch Banking Banker… more
- TD Bank (Foxborough, MA)
- …specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist I acts as sales and relationship support for ... will be expected to participate in basic financial planning discussions and client relationship reviews. This role will support other team members (Relationship… more
- Citizens (Westwood, MA)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to ... understand a client 's short- and long-term goals, then construct a tailored...book management. + Proven experience in a team-oriented consumer bank setting. + Familiarity with servicing high-net-worth individuals. +… more
- Citizens (Johnston, RI)
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth ... gold glove experience to clients that results in long-term client loyalty. Citizens Private Wealth presently manages...& Wealth Specialty Lending, a critical part of Citizens Private Bank is expanding as we seek… more
- Bank of America (Providence, RI)
- … Banking** - This job is responsible for providing technical fiduciary expertise to Private Bank client teams, focused on differentiating client ... and client service standards + Acts as a tax technical resource for Private Bank client teams **Skills:** + Account Management + Attention to Detail +… more
- Bank of America (Providence, RI)
- …Description:** This job is responsible for providing technical fiduciary tax expertise to Private Bank client teams, focused on differentiating client ... + Acts as a tax technical resource for Fiduciary Tax Service associates and Private Bank client teams + Develops and delivers technical or systems related… more
- Citizens (Johnston, RI)
- …multiplier. As a Lending Strategy & Execution Partner within our Private Bank , you will help architect the most client -centric, operationally precise, and ... sees inefficiency as an invitation, inconsistency as fuel, and client experience as sacred, read on. This is a...workstreams from ambiguity to execution. You'll work directly with Private Bank leadership to elevate our end-to-end… more
- Bank of America (Providence, RI)
- …tax compliance and technical tax expertise to meet the needs of our Private Bank clients. Key responsibilities include ensuring all tax responsibilities required ... of the team's assigned accounts are timely and accurately fulfilled, achieving client focused service standards while complying with bank standards, policies and… more
- Bank of America (Providence, RI)
- …impact. Join us! **Settlement Officer II (SO II), Estate Settlement Services (ESS), Private Bank ** **-** Accountable for managing and settling the smaller and/or ... Rhode Island;Dallas, Texas; Waltham, Massachusetts; Pennington, New Jersey **Job Description:** At Bank of America, we are guided by a common purpose to help… more
- UMB Bank (Providence, RI)
- …across the Commercial Bank for new and existing clients, which involves including client contact. In addition to Commercial Bank , this role will provide the ... other business partners including, but not limited to: Institutional Bank , Business Banking, Legal and Corporate Risk Private...new and existing clients. + Same applies to existing client requests to add or change a signer on… more
- Citizens (Johnston, RI)
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth ... gold glove experience to clients that results in long-term client loyalty. Citizens Private Wealth presently manages...and Wealth Specialty Lending, a critical part of Citizens Private Bank is expanding as we seek… more
- UMB Bank (Providence, RI)
- …including custodial services for health savings accounts (HSAs) and private label, multipurpose debit cards to insurance carriers, third-party administrators, ... sales and contract cycles and transitioning prospects to the Implementation and Client Experience teams, as appropriate. Working in the Healthcare Services division… more
- Citizens (Johnston, RI)
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth ... a white glove experience to clients that results in long-term client loyalty. Citizens Private Wealth presently manages and advises on over $20 Billion in… more
- Insight Global (Woonsocket, RI)
- …Insight Global is seeking two Lead SOX Compliance Consultants for a Fortune 10 client with a high volume of work. These individuals will serve as strategic audit ... more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:...CISM, CGEIT Experience working at a large publicly traded bank or insurance company null We are a company… more
- Lincoln Financial (Providence, RI)
- …drive sales at targeted firms. + Cultivates, directs, and maintains client relationships within assigned territory's firms. + Increases financial advisors' awareness ... and execute a sales plan to increase/gain opportunities to introduce Lincoln's private funds management and other resources to targeted advisors within their… more
- Cherry Bekaert (Providence, RI)
- …in order to develop a sustainable financial plan + Helping secure private investment commitments and a strategy for long-term financial viability + Actively ... compliance needs and enhance cross-industry initiatives + Working collaboratively with Bank Finance and other industries within Cherry Bekaert to create… more