- Citizens (Johnston, RI)
- Description The Private Wealth Service and Support Specialist is responsible for providing white-glove, end-to-end processing and servicing to Private ... customer loyalty and drive business development opportunities. The Private Wealth Service and Support Specialist will also serve as the operational… more
- Citizens (Johnston, RI)
- …+ Act as a peer and collaborator with leaders in Client Experience, Core Operations, and Private Wealth Support . + Support all wealth management ... Description As the Wealth Ops Group Manager, you are responsible for...Collaborate with technology and vendor partners to ensure high service quality and foster innovation. + Support … more
- Wellington (Boston, MA)
- … service providers (eg, Fund Administrators, Auditors, Product Management, Private Investment Deal Teams, Investor Relations). The Fund Controller will report ... or investors' activity + Develop relationships with Wellington's centralized teams and external service providers + Lead and support projects, both large and… more
- JPMorgan Chase (Boston, MA)
- …you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining client relationships ... through exceptional service and targeted advice, providing a path for accessing...deliver solutions for clients + Demonstrated understanding of investments, wealth planning, credit and banking concepts + Required Licenses:… more
- Deloitte (Boston, MA)
- …you'll have the opportunity to work with our AML and sanctions team to support client service delivery. Through your participation in these Lookback engagements, ... wholesale and international banks, Trade Finance, Fraud, Retail Banking, Private Banking, and Wealth Management + 2+...to work with our AML and sanctions team to support client service delivery. Through your participation… more
- Deloitte (Boston, MA)
- …you'll have the opportunity to work with our AML and sanctions team to support client service delivery. Through your participation in these Lookback engagements, ... including retail, wholesale and international banks, Trade Finance, Fraud, Retail Banking, Private Banking, and Wealth Management + 4+ Years Experience in… more
- Deloitte (Boston, MA)
- …you'll have the opportunity to work with our AML and sanctions team to support client service delivery. Through your participation in these Lookback engagements, ... including retail, wholesale and international banks, Trade Finance, Fraud, Retail Banking, Private Banking, and Wealth Management + 2+ Years Experience… more
- Deloitte (Boston, MA)
- …you'll have the opportunity to work with our AML and sanctions team to support client service delivery. Through your participation in these Lookback engagements, ... wholesale and international banks, Trade Finance, Fraud, Retail Banking, Private Banking, and Wealth Management + 2+...Finance, Fraud, Retail Banking, Private Banking, and Wealth Management + 2+ Years Experience performing AML case… more
- Wellington (Boston, MA)
- …collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view ... will plan and execute all components of our US Wealth events program, including in-person events (proprietary events and...content, as well as outside vendors and 3rd party service providers. This individual should have solid business judgment,… more
- Citizens (Johnston, RI)
- …as assigned. The scope of responsibility will include Middle Office Operations and Business Support for Private Wealth Fiduciary (Omnibus) and RIA (Fully ... a gold glove experience to clients that results in long-term client loyalty. Citizens Private Wealth presently manages and advises on over $20 Billion in assets,… more
- Wellington (Boston, MA)
- …**About the Role** In support of the firm's growth in the US Wealth channel, we are currently seeking to recruit a high-quality US Registered Fund Accounting ... control * Develop and manage relationships with Welington's centralized teams and service providers * Support other Fund Operations and Control responsibilities… more
- Boston University (Boston, MA)
- …Dean will mentor and provide strategic guidance to five staff members and support the Dean's Advisory Board in partnership with Dean Fournier. The development ... required. **Boston University** Boston University is an international, comprehensive, private research university, committed to educating students to be reflective,… more
- Brunswick (Warwick, RI)
- …a customer-focused team member! Freedom Boat Club is the nation's oldest and largest private member boat club, and we are looking for friendly and upbeat individuals ... according to company standards + Anticipate and address guests' service needs + Thank guests with genuine appreciation +...growth and development, recognizing that people come with a wealth of experience and talent beyond just the technical… more
- ZOLL Medical Corporation (Boston, MA)
- …hospital setting. This includes the initial sales call as well as support activities to promote consistent use (Local Medical Education Programs, Tradeshows, ... sell and grow the ZOLL CMS products. This individual will need a wealth of experience and knowledge selling clinically in the academic hospital space.Essential… more