• Registered Client Service

    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
    Raymond James Financial, Inc. (05/03/25)
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  • Registered Wealth Management Client

    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
    Bank of America (04/07/25)
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  • Residential Lending Loan Officer Associate

    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
    City National Bank (05/10/25)
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