- Morgan Stanley (Providence, RI)
- …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** * Registered Client Service Associate* ... *POSITION SUMMARY Registered Client Service Associates (CSAs) help...* Proactively participate in firm initiatives directed by local management * Regularly seek opportunities to use firm resources… more
- Citizens (Johnston, RI)
- …Trust fiduciary management Supervision. Experience in developing Private Wealth risk and compliance programs for dual- registered Broker-Dealer/ Registered ... a First Line Risk Senior Manager supporting our Private Wealth Management - RIA and Trust Fiduciary...including expertise in governing and managing the full Trust client lifecycle. As the First Line Risk Senior Manager,… more
- Berkshire Bank (Newport, RI)
- …Planner and Salesforce. + Works with clients to refer partnership solutions such as Wealth , Insurance, Cash Management and Mortgage. + Is proficient in the ... **:** + **Customer Service - 50%** + Creates an exceptional client experience by demonstrating Berkshire Bank's "BeFIRST" values displaying energy and… more