- Bank of America (Providence, RI)
- Registered Wealth Management Client Associate Providence, Rhode Island **Job Description:** At Bank of America, we are guided by a common purpose to help ... Salesforce a plus + Professional verbal and written communication **Skills:** + Account Management + Client Management + Customer and Client Focus +… more
- JPMorgan Chase (East Providence, RI)
- As a Private Client Advisor in Chase Wealth Management , you will offer comprehensive financial planning and advice to individuals and families. Your ... of clients, from those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering advised solutions and Chase… more
- Berkshire Bank (Middletown, 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
- Berkshire Bank (Moosup, CT)
- …with clients to refer partnership solutions such as Wealth , Insurance, Cash Management and Mortgage. Resolves routine and complex client issues or problems. ... wide variety of products and services. Lead builder of client relationships in the financial center and performs outreach...required by one's duties. **_Must be eligible to be registered in the Nationwide Mortgage Licensing System & Registry… more