• Wealth Management Client

    Bank of America (Providence, RI)
    Wealth Management Client Associate Providence, Rhode Island **Job Description:** **Business Overview** _Merrill Wealth Management is a leading ... a plus + Communication: Confident and articulate verbal and written communication **As a Wealth Management Client Associate , you can look forward to** +… more
    Bank of America (11/04/22)
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  • Wealth Management Seasonal…

    Bank of America (Providence, RI)
    Wealth Management Seasonal Client Associate Providence, Rhode Island **Job Description:** Business Overview Merrill Lynch Wealth Management is a ... leading provider of comprehensive wealth management and investment products and services for individuals, companies,...the banking convenience of Bank of America. Description The Client Associate (CA) role is a sales… more
    Bank of America (11/15/22)
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  • Client Service Associate

    Morgan Stanley (Providence, RI)
    …EOE committed to diversifying its workforce. M/F/D/V. **Job:** ** Wealth Management * **Title:** * Client Service Associate ** **Location:** *Rhode ... experience through an elevated standard of care. The Client Service Associate assists with the development...* Proactively participate in firm initiatives directed by local management * Regularly seek opportunities to use firm resources… more
    Morgan Stanley (11/23/22)
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  • CCPW Trust Client Service Assc

    Citizens (Providence, RI)
    …The Private Client Trust Associate role at Citizens Private Wealth Management is accountable for providing exceptional service to our high net ... Citizen's Private Wealth Trust business. The Private Client Trust Associate assists the team in... retention. This person will need to understand the wealth management industry and have experience in… more
    Citizens (09/20/22)
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  • Senior Associate , ES / SAP / FICO

    KPMG (Providence, RI)
    …evaluation, and enterprise architecture + Demonstrated track record of leadership and client management + Excellent written and verbal communication and ... **Business Title:** Senior Associate , ES / SAP / FICO **Requisition Number:**...assigned engagements + Identify and communicate findings to senior management and client personnel + Assist with… more
    KPMG (11/16/22)
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  • RIA Sales Associate

    Lincoln Financial Group (Providence, RI)
    …5% **Requisition #:** 70699 **The Role at a Glance** As an RIA Sales Associate , you will perform and deliver on routine assignments and projects for your assigned ... + Reviewing and ensuring the annuity product is suitable for the prospective client while adhering to state and federal regulations. + Preparing and completing… more
    Lincoln Financial Group (11/03/22)
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  • Claims Care Associate (Remote available)

    Lincoln Financial Group (Providence, RI)
    …at a Glance** We are excited to bring on a **Claims Customer Care Associate ** to join our Customer Care Team supporting Workplace Solutions in a remote environment. ... in this fast-paced environment. As a Claims Customer Care Associate , you will be responsible for resolving inbound calls...core knowledge required for the role. You will escalate client service issues/concerns to more senior team members and… more
    Lincoln Financial Group (10/05/22)
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  • Associate , HR Service Supp

    Lincoln Financial Group (Providence, RI)
    …planners, and retirees on HR related topics for your assigned business unit client group. **What you'll be doing:** + Provides concierge level customer service and ... + Understands the key drivers of the assigned business client group; applies this knowledge in their work. +...applies this knowledge in their work. + Utilizes case management data to identify opportunities to suggest improvements that… more
    Lincoln Financial Group (11/19/22)
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  • Administrative Assistant

    Citizens (Johnston, RI)
    …The CCPW Retirement and Custody Services Associate are responsible for client relationship management for the various retirement and custody services offered ... 13 regional offices across the country, is a leading wealth management firm. For more than three...Associate is a key part of the relationship management team at CCPW. They are directly engaged with… more
    Citizens (11/09/22)
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  • Custody Services Relationship Manager

    Citizens (Johnston, RI)
    …The PWM Retirement and Custody Services Associate are responsible for client relationship management for the various retirement and custody services offered ... Retirement and Custody Services Associate is a key part of the relationship management team at CCPW. They are directly engaged with clients' teams to ensure the… more
    Citizens (11/17/22)
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