- Equitable (Warwick, RI)
- Entry Level - Wealth Management Associate - RI, Providence, MA, Southeastern (5098) ( 24000040 ) **Primary Location** : UNITED STATES-RI-Warwick ... **Organization** : Equitable Advisors **Description** **Equitable Advisors** is a respected wealth management firm with a proven track record in the industry. We… more
- Bank of America (Providence, RI)
- Registered Wealth Management Client Associate Providence, Rhode Island **Job Description:** At Bank of America, we are guided by a common purpose to help ... a plus + Professional verbal and written communication **Skills:** + Account Management + Client Management + Customer and Client Focus + Issue Management +… more
- Citizens (Johnston, RI)
- …to ensure proper retention and supervision of the electronic communications of Wealth Management colleagues per regulatory requirements. + Perform weekly ... exciting new challenges and opportunities to stretch yourself. The Compliance Associate is responsible for working within Citizens Securities, Inc.'s Compliance… more
- Morgan Stanley (Providence, RI)
- …to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Registered Client Service Associate **Location:** *Rhode ... calendar maintenance * Proactively participate in firm initiatives directed by local management * Regularly seek opportunities to use firm resources for peer sharing… more
- Citizens (Providence, RI)
- …Officers (STOs) and/or Trust Officers (TOs). The TA will have knowledge of the wealth management industry and have experience in working with clients on matters ... Description The Citizens Bank Trust Associate (TA) role is accountable for providing exceptional...the client service experience. Qualifications + 3+ years supporting wealth management administration + Trust service or… more
- Cherry Bekaert (West Warwick, RI)
- …and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management . For more details, visit cbh.com/disclosure . Cherry ... **Description** The Outsourcing & Resource Solutions Associate position is responsible for managing the transactional accounting operations of the firm on behalf of… more
- HUB International (Warwick, RI)
- …casualty, risk management , life and health, employee benefits, investment, and wealth management products and services. With over 18,000 employees in 750 ... through its general wholesale operation and niche programs. We are seeking an Associate Underwriter to join our dedicated team in our Warwick, RI office. **Job… more
- Concentrix (Providence, RI)
- …* People management ; provide coaching, mentoring and day to day management of individual contributors and associate managers * Conduct annual performance ... Job Title: Group Manager-Strategy Job Description As a leader in Customer Management for over 30 years, Concentrix is uniquely focused on helping companies find new… more
- Bank of America (Providence, RI)
- …for increasing estate revenue by developing and maintaining partnerships with Private Wealth Management business partners and through referrals from other ... required. Advanced degree or professional designation a plus. Non-licensed associate . **Responsibilities:** + Assigns tasks to the Settlement Assistants, monitors… more
- Citizens (Attleboro, MA)
- …both short and long term career opportunities in Retail, Business Banking or Wealth Management . As an Assistant Branch Manager your primary responsibilities ... in the absence of Branch Manager and assist in colleague coaching, management , and training; ensuring that business processes and exceptional customer experiences… more