- JPMorgan Chase (Cranston, RI)
- …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
- Bank of America (Providence, RI)
- …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
- Bank of America (Providence, RI)
- …tax compliance and technical tax expertise to meet the needs of our Private Bank clients. Key responsibilities include ensuring all tax responsibilities required ... of the team's assigned accounts are timely and accurately fulfilled, achieving client focused service standards while complying with bank standards, policies and… more
- Bank of America (Providence, RI)
- …Consumer-Banking Wealth-Mgmt\_25026883-2) **Job Description:** At Bank of America, we are guided ... rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for… more
- UMB Bank (Providence, RI)
- …of corporate bank loans + Experience working with various structures of bank debt including CLOs, Interval funds, ABLs, Private debt, CFOs, Rated Debt ... business needs and technical solutions, ensuring the delivery of a high-quality client experience. Design and implement highly efficient and customized workflows for… more
- UMB Bank (Providence, RI)
- …& Responsibilities** This role will provide support of day-to-day operational/ client service activities while effectively monitoring daily receivables, journal ... daily trading activity + Support the Relationship Manager with oversight of client relationships + Participate in cross-training to learn other Corporate Trust roles… more
- UMB Bank (Providence, RI)
- …including custodial services for health savings accounts (HSAs) and private label, multipurpose debit cards to insurance carriers, third-party administrators, ... sales and contract cycles and transitioning prospects to the Implementation and Client Experience teams, as appropriate. Working in the Healthcare Services division… more
- Lincoln Financial (Providence, RI)
- …drive sales at targeted firms. + Cultivates, directs, and maintains client relationships within assigned territory's firms. + Increases financial advisors' awareness ... and execute a sales plan to increase/gain opportunities to introduce Lincoln's private funds management and other resources to targeted advisors within their… more
- Cherry Bekaert (Providence, RI)
- …in order to develop a sustainable financial plan + Helping secure private investment commitments and a strategy for long-term financial viability + Actively ... compliance needs and enhance cross-industry initiatives + Working collaboratively with Bank Finance and other industries within Cherry Bekaert to create… more