- Wells Fargo (Worcester, MA)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... interaction and/or written correspondence + Facilitate PF Financial Advisor and client requests for account related information and/or quotes, scheduling and… more
- Atria Wealth Solutions (Lunenburg, MA)
- …investment and insurance products that best suit the individual needs of the member/ client . + Manage an assigned branch territory by making regular on-site visits to ... staff. In partnership with branch manager and/or investment sales associate , leads the branch team on actions to achieve...an existing investment and insurance book of business through client meetings. Build strong client relationships that… more
- Berkshire Bank (Shrewsbury, MA)
- …memorable customer experiences and digital engagement. Supervise all Customer Service Associate (CSA) and Universal Banker positions to ensure the efficient and ... including new deposit accounts for customers. Key Accountabilities: + Client Service (Teller) Line Supervision and Operations 40% +...required by ones duties. Must be eligible to be registered in the Nationwide Mortgage Licensing System & Registry… more
- Staples (Framingham, MA)
- …functions include: The Staff Attorney will work with some independence, having direct client contact, and also may work with outside counsel when required. The Staff ... and third parties + Manage the intake process for the submission of client matters and provide substantive responses to inquiries + Develop strategy for… more
- Banfield Pet Hospital (Northborough, MA)
- …important, we actively seek out CVTs who thrive on delivering outstanding client and pet experiences. Role responsibilities + Support veterinarians to ensure quality ... Fear Free Certification * Practice-paid subscription to NAVTA, VetGirl, and Vetfolio * Associate -led equity, inclusion, and diversity groups (we have 7 of them!) *… more