- Raymond James Financial, Inc. (Providence, RI)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...and branch office. + Onboards new clients, opens new client accounts and researches client and security… more
- Bank of America (Providence, RI)
- Registered Wealth Management Client Associate Providence, Rhode Island **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Thrivent Financial (North Dartmouth, MA)
- …a sense of "community" with and among members and prospects. The Associate reports to and is employed/contracted by the Financial Advisor. Thrivent Investment ... for the member/customer meetings + Collaborate with Financial Advisors to assist client with product changes + Participate and drive marketing services including… more
- Berkshire Bank (Middletown, RI)
- …by providing memorable customer experiences and digital engagement. Supervise all Customer Service Associate (CSA) and Universal Banker positions to ensure the ... including new deposit accounts for customers. Key Accountabilities: + Client Service (Teller) Line Supervision and Operations...required by ones duties. Must be eligible to be registered in the Nationwide Mortgage Licensing System & Registry… more
- City National Bank (Providence, RI)
- *RESIDENTIAL LENDING LOAN OFFICER ASSOCIATE * WHAT IS THE OPPORTUNITY? Provide support to one or more Residential Loan Officer to facilitate the timely review and ... * HS Diploma * Minimum 2 years of Customer Service experience or financial experience * SAFE Act Registration....Licensing Act of 2008" (Safe Act) and must be registered /licensed with the "Nationwide Mortgage Licensing System and Registry";… more