- Bank of America (Boston, MA)
- …discussions and/or activities. PBAs monitor and execute all tasks required to fulfill the client service plan and meet day-to-day inquiries from the client . ... The PBA manages the execution of client service activities such as initiating and monitoring account opening...Develop referrals for credit and Bank products + Support Client Team in all sales support and administrative… more
- Raymond James Financial, Inc. (Boston, MA)
- …facilitate revenue growth, and improve productivity. * Supports delivery of the client or prospect experience, including maintaining administrative procedures as ... Uses knowledge and skills obtained through education and experience to resolve service or project management issues. Extensive contact with internal and external… more
- Cayuse Holdings (Boston, MA)
- …**About Cayuse Technologies:** Cayuse Technologies, LLC is a Small Business Administration (SBA) Tribal 8(a) certified technology and government solutions provider. ... across a range of information technology, business process outsourcing, and government client missions, focused on minimizing risk through the delivery of quality… more