- 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 (Wellesley, MA)
- Financial Solutions Advisor - Consumer Investments - Boston West Market Brookline, Massachusetts;Wellesley, Massachusetts; Newton, Massachusetts **Job ... * 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 (Sutton, MA)
- Financial Solutions Advisor - Consumer Investments - Western MA Market Worcester, Massachusetts;Sutton, Massachusetts **Job Description:** At Bank of ... needs and asset thresholds, meeting with clients to review financial and investment goals, building a ...banking and money managed solutions + Recommends banking and investments strategies that align with client financial … 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
- US Bank (Boston, MA)
- …postings in areas with a high volume of applicants, such as customer service , contact center, and Financial Crimes investigations, remain open for approximately ... best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We… 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
- 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
- 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 ... Are you passionate about Investment Compliance and driven to ensure clients experience...and driven to ensure clients experience best in class service ? Are you enthusiastic about change and maximizing opportunities… 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
- 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 ... demonstrate thought leadership and solid combination of industry knowledge with client service skills. As an ETF operations associate within the Fund Servicing team,… more
- TD Bank (Cambridge, MA)
- …The Assistant Store Manager is an experienced leader who manages the day-to-day service , sales, and operational objectives in a Store location. The role is focused ... & Scope:** + Leads a team of advice and service colleagues in the achievement of individual and Store...partners and complexity + Requires knowledge and understanding of financial concepts, a broad range of products, services and… more
- Quantis (Boston, MA)
- …business insights. Our counsel and guidance enables global leaders in the consumer goods and finance industries to understand how to reduce their environmental ... demonstrated experience in assessing business environmental dependencies, identifying potential business/ financial impacts, and identifying underlying hazards + You are… more
- Cambridge Savings Bank (Waltham, MA)
- …centric service experience while working to ensure the customer's financial wellbeing. + Communicate with delinquent borrowers to obtain late payments, using ... within various stages of delinquency. Primary responsibilities are collections, customer service , and other loss mitigation and recovery activities in accordance… more
- State of Massachusetts (Boston, MA)
- …* Manage the supervisory activities associated with an assigned portfolio of financial service providers, specifically state-chartered banks and credit unions. * ... unions as well as non-depository-licensees doing business in Massachusetts. We are a consumer protection agency and we support financial literacy education and… more