- Citizens (Weston, MA)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a ... client book management. * Proven experience in a team-oriented consumer bank setting. * Familiarity with servicing high-net-worth individuals. * Comfortable… more
- Citizens (Weston, MA)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a ... client book management. Proven experience in a team-oriented consumer bank setting. Familiarity with servicing high-net-worth individuals. Comfortable operating in… more
- PNC (Boston, MA)
- …to contribute to the company's success. As a Sr. Relationship Strategist within PNC's Private Bank organization, you will be based in Boston, MA. In this ... advantage in the markets we serve. We are all united in delivering the best experience for our customers....executes strategies for proactively sourcing new relationships for the bank . Owns communication and contact with existing clients to… more
- Bank of America (Boston, MA)
- …Diploma / GED / Secondary School or equivalent **Shift:** 1st shift ( United States of America) **Hours Per Week:** 40 Bank of America and its affiliates ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral- US /job/Boston/ Private -Client-Advisor-II\_25038968) **Job Description:** At Bank … more
- Citizens (Medford, MA)
- …+ Manage and clear post-closing legal documentation exceptions in compliance with bank policy. + Implement effective controls and proactively initiate action over ... Indicators (KPI's). + Provides exceptional customer service while adhering to Bank policies and controls and regulatory requirements to m itigate operational… more
- Bank of America (Waltham, MA)
- …home posture does not make you ineligible to post. **Shift:** 1st shift ( United States of America) **Hours Per Week:** 40 Bank of America and its affiliates ... This job is responsible for providing technical fiduciary tax expertise to Private Bank client teams, focused on differentiating client service and… 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 ... JOB DESCRIPTION The Principal Data Analytics & Intelligence Specialist- Private Banking will be responsible for leading and guiding...policy of every local and state jurisdiction in the United States . For an overview of our… more
- Citigroup (Boston, MA)
- …the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. + Client/prospect meetings - Organize the pre-call planning, ... Family Group:** Private Client Coverage **Job Family:** Private Banker Support **Time Type:** Full time...Support **Time Type:** Full time **Primary Location:** Boston Massachusetts United States **Primary Location Full Time Salary… more
- Citizens (Boston, MA)
- …franchise and has embarked on a significant Wealth transformation initiative to scale its Private Wealth and Private Bank units. The Citizens Wealth ... Management business includes the Citizens Wealth Management and Private Wealth Management organizations together with the Bank...policy of every local and state jurisdiction in the United States . For an overview of our… more
- Citizens (Westwood, MA)
- Description Assistant General Counsel - Private Bank Citizens Bank , NA is looking for a highly motivated, problem solving and results-oriented attorney to ... to be the go-to trusted legal adviser for all Private Bank business initiatives and client-facing opportunities....policy of every local and state jurisdiction in the United States . For an overview of our… more
