- 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
- Raymond James Financial, Inc. (Providence, RI)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented ... and branch office. + Onboards new clients, opens new client accounts and researches client and security...clients, opens new client accounts and researches client and security information using internal databases and other… more
- Bank of America (Providence, RI)
- Registered Wealth Management Client Associate Providence, Rhode Island **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- City National Bank (Providence, RI)
- *RESIDENTIAL LENDING LOAN OFFICER ASSOCIATE * WHAT IS THE OPPORTUNITY? Provide support to one or more Residential Loan Officer to facilitate the timely review and ... Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered /licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be… more
- Edward Jones (North Attleboro, MA)
- …to serve clients and contribute to the firm's purpose. They deeply understand the client 's goals and why they are important to accelerate trust and help them stay ... of the way, providing:** + Paid training - Get registered and licensed and learn how to be a...processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory… 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 (Bellingham, 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