- Bank of America (Boston, MA)
- …18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral- US /job/Boston/ Private - Client -Advisor-II\_25038968) **Job Description:** At Bank ... of Private Bank and the bank 's capabilities and services to meet specific client...School or equivalent **Shift:** 1st shift ( United States of America) **Hours Per Week:** 40 Bank… more
- Citizens (Westwood, MA)
- …RI, Westwood, MA or California. Limited travel. Primary Responsibilities: + Trusted advisor on Private Bank client -facing products with a focus on PE/VC ... to be the go-to trusted legal adviser for all Private Bank business initiatives and client...policy of every local and state jurisdiction in the United States . For an overview of our… more
- Citigroup (Boston, MA)
- …events + Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. + Client /prospect meetings - Organize the ... role. **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Private Banker… more
- Bank of America (Boston, MA)
- …may require to meet the workplace excellence policy.** **Shift:** 1st shift ( United States of America) **Hours Per Week:** 37.5 Bank of America and its ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral- US /job/Boston/ Private -Wealth- Client -Associate\_25048316) **Job Description:** Merrill Wealth… more
- M&T Bank (Boston, MA)
- …skills, and experience will inform their specific compensation. **Location:** Boston, Massachusetts, United States of America M&T Bank Corporation is ... attributes. Join our dynamic experienced team focused on enhancing overall client experience through technology and continuous process improvement. Candidates who… 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....STEM OPT for this position. **Job Description** + Leads client management activities with clients and prospective clients. Responsible… 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 ... key client indicators and managing loan closings within established Key...(KPI's). + Provides exceptional customer service while adhering to Bank policies and controls and regulatory requirements to m… more
- M&T Bank (Boston, MA)
- …skills, and experience will inform their specific compensation. **Location** Boston, Massachusetts, United States of America M&T Bank Corporation is ... and external developments, including regulations, which may affect the client and the Bank . + Review daily...Bank 's retail and commercial banking systems** **Knowledge of Private Banking products and services** Trust experience Ability to… more
- Eastern Bank (Wakefield, MA)
- …of SVP, Treasury Services Manager and with support from the Treasury Services Client Delivery Manager, this role manages a portfolio of corporate clients assigned to ... Services. A key focus of this role is to retain and grow client deposit balances while identifying and executing opportunities to drive additional revenue through… 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 ... Securities Services business group in the Corporate & Investment Bank and is one of the largest fund and...will support the management of daily client deliverables for Private Equity fund administration… more