- World Insurance Associates, LLC. (Lincoln, RI)
- …insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Position ... Summary With some guidance and/or direction, leads client service including ALL primary activities list below. May...Other Responsibilities, as applicable + Setup and maintain accurate account details, contacts, and policy information in EPIC +… 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
- Wolters Kluwer (Providence, RI)
- …and efficiency, and give users unprecedented access to world-class content; **CCH(R) Account Research Manager (R)** , which provides tax and accounting ... complete their continuing professional education (CPE) requirements. As a **Sr. Field Sales Manager ** for **Wolters Kluwer Research & Advisory ,** you will have… 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 (Providence, RI)
- …industry or sales experience **Schedule:** Monday - Fridays and rotating Saturdays **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)
- …your insurance licenses. **Schedule:** * Monday - Fridays and rotating Saturdays 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
- CBRE (Providence, RI)
- Supply Chain Network Modeler Job ID 242613 Posted 20-Oct-2025 Service line Advisory Segment Role type Full-time Areas of Interest Data & Analytics Location(s) Remote ... data-driven supply chain and implementation program strategies that support client decision-making and operational efficiency. This role leverages advanced modeling… more
- Bank of America (Cranston, 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… more