- JPMorgan Chase (Boston, MA)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- JPMorgan Chase (Mattapan, MA)
- …offer the best investment solutions to meet their financial needs. As a Community Private Client Advisor in JP Morgan Wealth Management, you offer comprehensive ... offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities * Have a passion for...support your teammates' success and the goals of the bank , while fostering a culture of diversity and inclusion… more
- CIBC (Boston, MA)
- We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. ... learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **About CIBC Private Wealth US** CIBC Private Wealth offers tailored… more
- JPMorgan Chase (Boston, MA)
- …more than 150 clients across all alternative asset classes. **Job Summary:** As a Private Equity Fund Admin Associate within our client administration team, you ... will support the management of daily client deliverables for Private Equity fund administration...style. + Team player with excellent problem-solving, communication, and client service skills as well as the… more
- Citizens (Westwood, MA)
- …data quality, and mentoring junior team members. This role will partner closely with Private Bank (PB) business teams, Wealth data teams, data engineering, and ... to client intelligence and personalization. + Strong stakeholder engagement skills ; able to work across PB business, engineering, analytics, and enterprise… 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 ... tax technical resource for Fiduciary Tax Service associates and Private Bank client teams +...or MBA preferred. + Years of Experience - 10 ** Skills :** + Account Management + Attention to Detail +… more
- Wellington (Boston, MA)
- …responsibilities for our $5 billion bank loan book of business, including dedicated bank loan client portfolios, CLO collateral pools, a 40 Act mutual fund, ... collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view… 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, ... with our retail bank branches and cross-selling bank products. + Excellent interpersonal and communication skills... bank purposes and/or on behalf of the bank (ie business/ client calls, networking, community/marketing events,… more
- TD Bank (Boston, MA)
- …planning training seminars and education to TD Wealth Management clients and staff (both Private Client Group and Mass Affluent segments) + Represents TD Wealth ... members within the TD Wealth Management organization staff (both Private Client Group and Mass Affluent segments)...the world. More than 95,000 TD colleagues bring their skills , talent, and creativity to the Bank ,… more
- Eastern Bank (Boston, MA)
- …lending, and wealth management products. + Strong business development, marketing, and client service skills ; + Strong analytical, time management, and ... and consults with clients and prospects to present Eastern Bank / Cambridge Trust's available financial services. + Manages...including proper business letter and email writing. + Excellent client service skills . + Strong computer … more
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