- JPMorgan Chase (Marlborough, 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...using a value-added, relationship-oriented approach to acquire and deepen client relationships + 1+ year Branch Banking Banker… more
- Citizens (Weston, MA)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to ... understand a client 's short- and long-term goals, then construct a tailored...book management. + Proven experience in a team-oriented consumer bank setting. + Familiarity with servicing high-net-worth individuals. +… more
- Bank of America (Waltham, MA)
- …Description:** This job is responsible for providing technical fiduciary tax expertise to Private Bank client teams, focused on differentiating client ... + Acts as a tax technical resource for Fiduciary Tax Service associates and Private Bank client teams + Develops and delivers technical or systems related… more
- Main Street Bank (Marlborough, MA)
- …managing the pipeline in accordance to secondary market, private investor, private mortgage insurance, FHA, and Main Street Bank Portfolio policies, ... for bank purposes and/or on behalf of the bank (ie business/ client calls, networking, community/marketing events, branch locations). + The employee must… more
- Paragus Strategic IT (Worcester, MA)
- …and Application support. + Communicate clearly and compassionately, translating technical fixes into client peace of mind. + Can swat away a nerf dart while ... a fast-paced environment and can adapt priorities in a client crisis. + Live by our Service Excellence principles...successful day with a pour from one of our private taps in our staff pub. Beer not your… more
- OptiMindHealth (Northborough, MA)
- …of options when it comes to work. Hospitals, community clinics, investment bank funded group practice startups, state agencies, and more. At OptiMindHealth, we ... patients. Why bother with the endless administrative burdens and isolation of private practice? Use your highly trained interpersonal skills to change the culture… more