- 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
- City National Bank (Providence, RI)
- *RELATIONSHIP MANAGER SENIOR SPORTS FINANCE & ADVISORY * WHAT IS THE OPPORTUNITY? The Senior Relationship Manager develops new business prospects and manages ... for each relationship. * Monitors and analyzes relationship results and account activities. Determines client profitability. Makes a recommendation regarding… more
- Bank of America (Providence, RI)
- …Qualifications:** + Series 7 & 66 (or combination of 63 & 65) preferred **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 (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
- Cushman & Wakefield (Providence, RI)
- … Manager **Job Description Summary** As a member of Cushman & Wakefield's Portfolio Advisory Group, the Sr. Transaction Manager will be dedicated to one of ... role, you will collaborate closely with peers and the account team to support a client 's strategic...Manager shall also be responsible for adherence to account and transaction level KPIs. **Job Description** Essential functions… more
- Cushman & Wakefield (Providence, RI)
- … Manager **Job Description Summary** As a member of Cushman & Wakefield's Portfolio Advisory Group, the Sr. Transaction Manager will be dedicated to one of ... role, you will collaborate closely with peers and the account team to support a client 's strategic...Manager shall also be responsible for adherence to account and transaction level KPIs. **Job Description** Essential functions… 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 (Bellingham, MA)
- …a minimum of one year of financial services industry or sales experience **Skills:** * Advisory * Account Management * Client Experience Branding * Customer ... 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
- Bank of America (Bellingham, MA)
- …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
- Cherry Bekaert (Providence, RI)
- …, Cherry Bekaert delivers innovative advisory , assurance and tax services to ... manage a population of at least 100 people with minimal oversight from a manager . + Collaborate with engagement teams to understand their business needs and drive… more
- Bank of America (North Providence, 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
- Bank of America (Providence, 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