- Bank of America (Providence, RI)
- Registered Wealth Management Client Associate Providence, Rhode Island **Job Description:** Merrill Wealth Management is a leading provider of ... life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… more
- TD Bank (Worcester, MA)
- …as well as pro-active contacts + Serves as the primary point of contact for TD Wealth client relationships for MA segment; manages all aspects of the client ... annual sales goals + Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth...to commute within assigned territory + Strong understanding of wealth management business development techniques + Strong… more
- TD Bank (Marlborough, MA)
- …contributes to the growth and profitability of our Consumer Business through the management of a Store portfolio including deposits, loans, fees and expenses. Leads, ... the best advice to customers. **Depth & Scope:** + Provides people management leadership by hiring the best talent, setting goals, developing staff, managing… more
- Berkshire Bank (Worcester, MA)
- …Planner and Salesforce. + Works with clients to refer partnership solutions such as Wealth , Insurance, Cash Management and Mortgage. + Is proficient in the ... Key Accountabilities: + Customer Service 50% + Creates an exceptional client experience by demonstrating Berkshire Banks BeFIRST values displaying energy and… more