- Citizens (Barrington, RI)
- …continuous coaching, professional development, and ongoing practice management support. As a Citizens Private Client Relationship Manager (PCRM), you ... a mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and… more
- Citizens (Westerly, RI)
- …continuous coaching, professional development, and ongoing practice management support. As a Citizens Private Client Relationship Manager (PCRM), you ... a mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and… more
- Cardinal Health (Providence, RI)
- …performance, patient support, and implementation of all applicable Sonexus offerings. + Own client relationship and act as the escalation point / liaison for ... positions of greater responsibility in the future. + Maintain working knowledge of client -facing and industry trends as well as providing updates to program and team… 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 service and ... standards + Acts as a tax technical resource for Private Bank client teams **Skills:** + Account...to Detail + Policies, Procedures, and Guidelines Management + Relationship Building + Interpret Relevant Laws, Rules, and Regulations… more