- JPMorgan Chase (Wellesley Hills, MA)
- …by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Private Client Banker in a Chase Branch, you will represent our ... creating a welcoming environment. Share the value of Chase Private Client with eligible clients. + Actively...using a value-added, relationship-oriented approach to acquire and deepen client relationships. + 1+ year Branch Banking Banker… more
- Citigroup (Boston, MA)
- … families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what ... in line with the fundamental interests of the Citi Private Bank . + Help team members acquire...Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker… more
- Citigroup (Boston, MA)
- …FINRA Licensed Series 7, 63 / 66 preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker **Time Type:** Full time ... affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in...in the Law Firm Segment of our business. The Banker is a strategic professional who closely follows latest… more
- Citigroup (Boston, MA)
- …making decisions that determine technical approaches and strategies for the area. Citi Private Bank 's objective is to further enhance its ability to build ... worth clients in the US. **Responsibilities:** + Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing,… more
- Citizens (Westwood, MA)
- …track record of delivering a white glove experience to clients that results in long-term client loyalty. The Sr Private Bank Lending Specialist supports the ... Description Citizens Private Bank has accelerated its strategy...control from the loan application through closing process. The Senior Lending Specialist is expected to lead, mentor, and… more
- PNC (Boston, MA)
- …an opportunity to contribute to the company's success. As a Sales Leader II within PNC's Private Bank organization, you will be based in Boston, MA. PNC will not ... business results and customer experience goals. May have direct sales and client responsibilities and may manage both individual contributors and other managers.… more
- CIBC (Boston, MA)
- …a collaborative culture. **What you'll be doing** We are seeking a highly motivated Senior Investment Analyst to join our Private Equity and Venture Capital ... We're building a relationship-oriented bank for the modern world. We need talented,...processes (regulatory, compliance, fiduciary) are integrated into day-to-day activities. ** Client & Internal Engagement** + Support senior … more
- UMB Bank (Boston, MA)
- …a focus on client experience, the governing instruments, fiduciary laws, and bank policies and procedures. + You will work collaboratively with Senior ... will execute on responsibilities to deliver unique asset administration services to Private Wealth Management clients. Primary focus will be on executing lower… more
- Eastern Bank (Boston, MA)
- …development support to other team members. + May directly supervise work of Client Service Associates and/or Senior Client Service Associates. ... to offer full array of financial services. Develops new client relationships that can benefit from one or more...and consults with clients and prospects to present Eastern Bank / Cambridge Trust's available financial services. + Manages… more
- Paragus Strategic IT (Hadley, MA)
- Senior Case Agent Summary: Paragus IT is the largest outsourced IT vendor in the Pioneer Valley, and we are just getting started. We aspire of serving 1000 customers ... just fixing problems - we're building trust. As a Senior Case Agent, you'll be the go-to expert for...+ Communicate clearly and compassionately, translating technical fixes into client peace of mind. + Can swat away a… more