• Account Manager -- Client

    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
    HUB International (05/06/25)
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  • Travel Client Solutions Manager

    American Express Global Business Travel (Providence, RI)
    …where your voice is valued. We currently have an outstanding opportunity for a ** Client Solutions Manager ** to join the Ovation Travel Group Division of AMEX ... to the Client Solutions Vice President. The ** Client Solutions Manager ** is responsible for strategic...and valuable services. This position is also responsible for client retention, profitability of the account portfolio,… more
    American Express Global Business Travel (04/10/25)
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  • Wealth Management Client Associate

    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 (05/01/25)
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  • Registered Wealth Management Client

    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 (04/07/25)
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  • Merrill Financial Solutions Advisor - Providence,…

    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 (04/02/25)
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  • Investment Consultant II - Merrill Premium

    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 (04/16/25)
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  • Financial Solutions Advisor - Consumer Investments…

    Bank of America (Providence, 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 (04/01/25)
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  • Relationship Banker - Washington Park Financial…

    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
    Bank of America (05/08/25)
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  • Relationship Banker - East Greenwich Financial…

    Bank of America (East Greenwich, 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 (04/16/25)
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