- Bank of America (Lincoln, RI)
- Consumer Investments - Financial Service Representative I Lincoln, Rhode Island **Job Description:** At Bank of America, we're creating real, meaningful ... term career and passionate about developing strong relationships with clients, then the Financial Services Representative I is the ideal role for you. Must be… more
- Bank of America (Lincoln, RI)
- Consumer Investments - Investment ...where the representative is expected to take several inbound service calls daily to solve for financial ... representative is expected to take 20 to 30 inbound service calls daily to solve for financial ...as a central entry point into a fully licensed financial services career. **An Investment Specialist Trainee… more
- Bank of America (Boston, MA)
- Financial Solutions Advisor - Consumer Investments - Boston Market Boston, Massachusetts;Boston, Massachusetts; Boston, Massachusetts **Job Description:** At ... * Has at least one year experience in the investments industry, including investment training and in-depth...Has at least one year experience working in the financial service industry and/or a sales environment… more
- Bank of America (Lincoln, RI)
- Consumer Investments - Account Maintenance Case...are guided by a common purpose to help make financial lives better through the power of every connection. ... offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the...**Operations Case Manager** , you will provide white glove service to colleagues and clients on inquiries that are… more
- Bank of America (Lincoln, RI)
- …self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key ... registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients...within 90 days) - Demonstrated passion and interest in financial markets - Excellent customer service skills… more
- Santander US (Watertown, MA)
- …relationships and developing existing client relationships. Req Skills and Abilities: Strong financial acumen; general knowledge of consumer and small business ... Consumer & Business Banking, Senior Relationship Banker, Watertown,...and efficiently by documenting and identifying trends in customer service needs. Resolves and oversees customer issues surrounding consulting,… more
- Humana (Boston, MA)
- …capital expenditure, divestitures, mergers, or the sale of assets. + Analyzes the financial implications of proposed investments or other transactions so that ... a part of our caring community and help us put health first** The Financial Planning & Analysis Lead analyzes and forecasts financial , economic, and other… more
- Humana (Boston, MA)
- …, capital expenditure, divestitures, mergers, or the sale of assets. Analyzes the financial implications of proposed investments or other transactions so that ... a part of our caring community and help us put health first** The Financial Planning and Analysis Professional 2 analyzes and forecasts financial , economic, and… more
- JPMorgan Chase (Boston, MA)
- …200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and ... JP Morgan's Corporate & Investment Bank is a global leader across banking,...Morgan delivers an end-to-end solution for clients seeking exceptional financial and regulatory reporting services. We embrace a culture… more
- JPMorgan Chase (Boston, MA)
- …200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and ... JP Morgan's Corporate & Investment Bank is a global leader across banking,...Morgan delivers an end-to-end solution for clients seeking exceptional financial and regulatory reporting services. We embrace a culture… more
- PNC (Boston, MA)
- …**Preferred Skills** Asset Management, Decision Making, Financial Accounting, Financial Management, General Ledger (GL), Investment Management, Revenue ... and have an opportunity to contribute to the company's success. As a Financial Analytics Manager within PNC's Commercial Real Estate Tax Credit organization, you… more
- TD Bank (Boston, MA)
- …or equivalent experience + 3+ years relevant experience required (retail, customer service , and/or financial services industries) + Business development skills, ... I develops, leads and contributes to the growth and profitability of our Consumer Business through the management of a Store portfolio including deposits, loans,… more
- JPMorgan Chase (Boston, MA)
- …200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and ... & OTC processing, asset servicing, security lending, reconciliations and Investment Book of Record (IBOR) analysis to Global ...team is responsible for ensuring clients receive a premier service by validating all trade exceptions / trade capture… more
- JPMorgan Chase (Boston, MA)
- …200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and ... JP Morgan's Corporate & Investment Bank is a global leader across banking,...Morgan delivers an end-to-end solution for clients seeking exceptional financial and regulatory reporting services. We embrace a culture… more
- Cambridge Savings Bank (Waltham, MA)
- …marketing activities, marketing and sales activities pertaining to consumer financial products and services, including Non-Deposit Investment Products. + ... to have a positive impact on our customers, employees, and community's financial well-being. We are committed to exceeding expectations, having a strong commitment… more
- Humana (Boston, MA)
- …capital expenditure, divestitures, mergers, or the sale of assets. + Analyzes the financial implications of proposed investments or other transactions so that ... of our caring community and help us put health first** The Senior Financial Planning and Analysis Professional analyzes and forecasts financial , economic, and… more
- JPMorgan Chase (Boston, MA)
- …200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and ... agreements, and ensure correct set-up and maintenance of fund structures and investments in accounting database + Prepare and/or review periodic Net Asset… more
- JPMorgan Chase (Boston, MA)
- …200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and ... private equity concepts (eg waterfall calculations, capital call/distribution processing, PE investment structures) JPMorganChase, one of the oldest financial … more
- JPMorgan Chase (Boston, MA)
- …200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and ... JPMorgan Chase's Investment Middle Office (IMOS) acts as the Middle...be to manage the Client Operations team, ensuring premier service delivery and the accurate, timely delivery of the… more
- TD Bank (Boston, MA)
- …supporting our customers and colleagues. This leader has experience managing consumer and/or commercial payment solutions across digital platforms - including ... recommending enhancements to ensure a consistent customer, brand experience + Delivers financial results for the product/product suite via operation of all available… more