- Bank of America (Lincoln, RI)
- Consumer Investments - Financial Service Representative I Lincoln, Rhode Island;Hunt Valley, Maryland; Jacksonville, Florida; Fort Worth, Texas; Chandler, ... term career and passionate about developing strong relationships with clients, then the Financial Services Representative I is the ideal role for you. Must be… more
- Bank of America (Lincoln, RI)
- Consumer Investments - Investment ...where the representative is expected to take several inbound service calls daily to solve for financial ... representative is expected to take 20 to 30 inbound service calls daily to solve for financial ...as a central entry point into a fully licensed financial services career. **An Investment Specialist Trainee… more
- Bank of America (Lincoln, RI)
- Consumer Investments - Investment Specialist...representative is expected to take 20 to 30 inbound service calls daily to solve for financial needs. ... as a central entry point into a fully licensed financial services career. An Investment Specialist Trainee...SIE, S7 and S66 certifications + Focuses daily on service to sales with existing Merrill clients + Provides… more
- Bank of America (Woonsocket, RI)
- Financial Solutions Advisor - Consumer Investments - Rhode Island Market Providence, Rhode Island;North Kingstown, Rhode Island; Woonsocket, Rhode Island; ... * Has at least one year experience in the investments industry, including investment training and in-depth...Has at least one year experience working in the financial service industry and/or a sales environment… more
- Bank of America (Needham, MA)
- Financial Solutions Advisor - Consumer Investments - Boston West Market Brookline, Massachusetts;Wellesley, Massachusetts; Newton, Massachusetts; Chestnut ... * Has at least one year experience in the investments industry, including investment training and in-depth...Has at least one year experience working in the financial service industry and/or a sales environment… more
- Bank of America (Lincoln, RI)
- …self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key ... registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients...within 90 days) - Demonstrated passion and interest in financial markets - Excellent customer service skills… more
- JPMorgan Chase (Boston, MA)
- …200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and ... JPMorgan Chase. As a Client Operations Associate within the Investment Middle Office team, your key responsibility will be...team, your key responsibility will be to provide premier service delivery and ensure the accurate and timely delivery… more
- Santander US (Boston, MA)
- Director - Financial Planning & Analysis ( Consumer Lending & Payments) Country: United States of America USA Job Function Description: Generates forecasts and ... external information related to economic policy, rates of return, depreciation, investments and operational and financial results. Analyzes profit-and-loss… more
- Santander US (Boston, MA)
- …and developing existing client relationships. Required Skills and Abilities: + Strong financial acumen; general knowledge of consumer and small business ... Consumer & Business Banking Senior Relationship Banker, Pembroke,...and efficiently by documenting and identifying trends in customer service needs. Resolves and oversees customer issues surrounding consulting,… more
- Henkel (Boston, MA)
- …program + ** Financial :** 401k matching, employee share plan with voluntary investment and Henkel matching shares, annual performance bonus, service awards ... Team Manager - Business Development (US/ CAN/ MX Consumer Goods Adhesives) **_About_** **_this_** **_position_** At Henkel, you'll be part of an organization that's… more
- JPMorgan Chase (Boston, MA)
- …200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and ... JP Morgan's Corporate & Investment Bank is a global leader across banking,...team to achieve great results for clients. As a Financial Reporting Associate within the Global Fund Services team,… more
- JPMorgan Chase (Boston, MA)
- …200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and ... You are a detail-oriented professional, passionate about delivering exceptional financial reporting services. You have found the right team. As an **Associate II -… more
- PNC (Boston, MA)
- …**Preferred Skills** Asset Management, Decision Making, Financial Accounting, Financial Management, General Ledger (GL), Investment Management, Revenue ... and have an opportunity to contribute to the company's success. As a Financial Analytics Manager within PNC's Commercial Real Estate Tax Credit organization, you… more
- TD Bank (Boston, MA)
- …relationship management on behalf of TD Bank with regards to Registered Investment Advisor firms [RIAs], independent advisors and end consumers within affiliate ... channels, including TD Ameritrade Institutional and Retail [ consumer only] platforms. The Senior Wealth Lending Advisor is at the center of the TD Wealth Private… more
- JPMorgan Chase (Boston, MA)
- …**Required qualifications, capabilities, and skills** + A minimum of five years of financial services or service sales experience, established high net worth ... building and maintaining high-net-worth client relationships across banking, lending, and investments ? This is a unique opportunity to manage and maintain… more
- PNC (Boston, MA)
- …Capital Management, Change Management, Credit Assessment, Equity Research, Financial Analysis, Investments , Management Reporting, Results-Oriented ... and proprietary fund offerings from initial closing through term of the investment . + Evaluates and reports upon data consistent to fund performance. Manages… more
- JPMorgan Chase (Boston, MA)
- …200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and ... for building and maintaining a network of partners throughout the Corporate & Investment Bank operational and service delivery organizations in order to promote… more
- TD Bank (Boston, MA)
- …equivalent experience + 4+ years related experience required (retail, customer service and/or financial services industries) supervisory, leadership and coaching ... II develops, leads and contributes to the growth and profitability of our Consumer Business through the management of a Store portfolio including deposits, loans,… more
- PNC (Boston, MA)
- …to be successful in this position. **Preferred Skills** Capital Management, Consumer Lending, Credit Assessment, Economic Policy, Innovation, Investments , Loan ... Kansas City or DC. Job Responsibilities * Supports the Investment Syndication Group responsible for external sales of various...viability of a proposed loan. + Analyzes and understands financial statements and other documents to evaluate the risk… more
- PNC (Boston, MA)
- …Capital Management, Change Management, Credit Assessment, Equity Research, Financial Analysis, Investments , Management Reporting, Results-Oriented ... aspects of new fund offerings including reviewing and approving overall investment model, distributing fund-level information to institutional investors and senior… more