- Atria Wealth Solutions (Lunenburg, MA)
- …support personnel at vendors and broker-dealer to ensure a high degree of quality service and client satisfaction. + Help prospect for new clients and ascertain ... (CFS) Workers Credit Union is seeking an Investment Solutions Associate to join their team in the Lunenburg, MA...we are pioneering a new member experience through high-touch service and convenient technology. We have grown to over… more
- Atria Wealth Solutions (Lunenburg, MA)
- …financial counseling, we are pioneering a new member experience through high-touch service and convenient technology. We have grown to over 2.6 billion in ... products that best suit the individual needs of the member/ client . + Manage an assigned branch territory by making...staff. In partnership with branch manager and/or investment sales associate , leads the branch team on actions to achieve… more
- Berkshire Bank (West Boylston, MA)
- …by providing memorable customer experiences and digital engagement. Supervise all Customer Service Associate (CSA) and Universal Banker positions to ensure the ... including new deposit accounts for customers. Key Accountabilities: + Client Service (Teller) Line Supervision and Operations...required by ones duties. Must be eligible to be registered in the Nationwide Mortgage Licensing System & Registry… more