- 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
- Bank of America (Providence, RI)
- …covering roles in times of absence or seasonal need increases, while leading with a client first mindset **Skills:** + Account Management + Client Management ... 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
- 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 (North Kingstown, RI)
- …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
- Bank of America (Westerly, RI)
- …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
- 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