- 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