- JPMorgan Chase (Clinton, MA)
- …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...equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer… more
- Citizens (Bedford, MA)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to ... role or equivalent experience in financial services. + Demonstrated track record in new business development and client book management. + Proven experience in… more
- Cambridge Savings Bank (Waltham, MA)
- POSITION: ASSET-BASED LENDING RELATIONSHIP MANAGER Summary: At Cambridge Savings Bank , our purpose is to have a positive impact on our customers, employees, and ... identifies, cultivates, and manages relationships, serving as the primary client contact for these and other relationships for companies...from $5M to $25MM, located throughout the Northeast including New York and New Jersey. Key Result… more
- Bank of America (Waltham, MA)
- …impact. Join us! **Settlement Officer II (SO II), Estate Settlement Services (ESS), Private Bank ** **-** Accountable for managing and settling the smaller and/or ... Settlement Services (ESS) Providence, Rhode Island;Dallas, Texas; Waltham, Massachusetts; Pennington, New Jersey **Job Description:** At Bank of America, we… more
- UKG (Ultimate Kronos Group) (Lowell, MA)
- …communication with clients and partners. * Assist with reconciliation and entry of new client balances against documentation and preparation of correspondence to ... customers across 150 countries, UKG is the largest US-based private software company in the world. And we're only...issues. * Support Tax Compliance team with testing of new system releases and client communications *… more
- Cherry Bekaert (Waltham, MA)
- …Bekaert's Strategic Financing Services Advisory Team (SFS) is looking for a New Markets Tax Credits Applications and Strategic Planning Director (Director). We offer ... team of experts with a deep track record in New Markets Tax Credit (NMTC) allocation applications, CDFI Fund...to develop a sustainable financial plan + Helping secure private investment commitments and a strategy for long-term financial… more