- JPMorgan Chase (Clinton, MA)
- …their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of ... sources. **Job responsibilities** + Shares the value of Chase Private Client with clients that may be...equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer… more
- Citizens (Bedford, MA)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to ... role or equivalent experience in financial services. + Demonstrated track record in new business development and client book management. + Proven experience in… more
- UKG (Ultimate Kronos Group) (Lowell, MA)
- …communication with clients and partners. * Assist with reconciliation and entry of new client balances against documentation and preparation of correspondence to ... customers across 150 countries, UKG is the largest US-based private software company in the world. And we're only...issues. * Support Tax Compliance team with testing of new system releases and client communications *… more