• Licensed Private Client

    KeyBank (Putnam, CT)
    …trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private ... to appropriate sales professionals in Retail, Key Investment Services, Private Bank , Mortgage or Business Banking. At...efforts. + Develops and maintains an in-depth knowledge of private client products and services, as well… more
    KeyBank (05/09/25)
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  • Fiduciary Tax Team Leader

    Bank of America (Providence, RI)
    …tax compliance and technical tax expertise to meet the needs of our Private Bank clients. Key responsibilities include ensuring all tax responsibilities required ... of the team's assigned accounts are timely and accurately fulfilled, achieving client focused service standards while complying with bank standards, policies and… more
    Bank of America (06/04/25)
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  • Settlement Officer II (SO II), Estate Settlement…

    Bank of America (Providence, RI)
    …impact. Join us! **Settlement Officer II (SO II), Estate Settlement Services (ESS), Private Bank ** **-** Accountable for managing and settling the smaller and/or ... Settlement Officer II (SO II), Estate Settlement Services (ESS) Providence , Rhode Island;Dallas, Texas; Waltham, Massachusetts; Pennington, New Jersey **Job… more
    Bank of America (05/29/25)
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