- HUB International (East Longmeadow, MA)
- …unique, regional culture. We currently have an opportunity for an ** Account Manager - Client Advisory Team.** **Overview:** Responsible for servicing ... regarding new and/or renewal coverage. + Prepare policy quotes based on client 's needs, rates and coverages. + Prepare all transactions for assigned accounts,… more
- HUB International (East Longmeadow, MA)
- …sales goal set by management. + Perform accurate and thorough reviews of client coverage, exposure, price and communicate recommendations to the customer in a timely ... for management as required. + Other responsibilities as assigned by Manager . **Qualifications:** + Experience servicing personal accounts within an insurance agency.… more
- Oracle (Providence, RI)
- …and Oracle Cloud. US citizenship is required. **Position Overview:** + Client advocate that provides guidance around product expertise and translates Customer ... build, testing and deployment. + Works closely with management - Portfolio Manager and the roles within the pods (eg, Business Analyst, Integration Specialist,… more
- World Insurance Associates, LLC. (Worcester, MA)
- …and retirement plan services, and payroll & HR solutions. Position Summary The Senior Client Manager independently serves as the primary service contact for a ... book of select commercial clients and is responsible for client satisfaction and strategic planning. This position is expected to consistently provide excellent… more
- Wolters Kluwer (Providence, RI)
- …and efficiency, and give users unprecedented access to world-class content; **CCH(R) Account Research Manager (R)** , which provides tax and accounting ... complete their continuing professional education (CPE) requirements. As a **Sr. Field Sales Manager ** for **Wolters Kluwer Research & Advisory ,** you will have… more
- Bank of America (Westborough, MA)
- …(or combination of both Series 63 & 65) is preferred but not required **Skills:** + Account Management + Client Management + Customer and Client Focus + ... Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management +...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Bank of America (Providence, RI)
- …investment solutions, and/or business management support to multiple FAs **Skills** **:** + Account Management + Client Management + Customer and Client ... Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management +...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Oracle (Providence, RI)
- **Job Description** We are seeking a highly skilled and client -facing Consulting Manager with deep subject matter expertise in Oracle Fusion Cloud Supply Chain ... client needs, ensuring best practices are followed. . Advisory & Strategy: Act as a subject matter expert...broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, market conditions… more
- Oracle (Providence, RI)
- …and analysis of evolving regulatory developments. It also provides technical accounting advisory support to the Global Revenue Recognition organization. As a member ... reports PERSONAL SKILLS: + Proven background in Big 4 accounting or advisory , with significant exposure to complex accounting issues. + Demonstrated revenue… more
- TD Bank (Shrewsbury, MA)
- …with prospects to attract and develop clients and address their wealth management advisory needs + Analyzes client and prospect financial information, including ... attract and retain clients by addressing their wealth management advisory needs. The FAA will meet with prospects and...in order to develop a thorough understanding of each client 's individual circumstances and a lasting role as a… more
- Bank of America (Lincoln, RI)
- …Brokerage experience is a plus - 1+ years of financial industry experience Skills: Account Management Advisory Client Experience Branding Customer and ... Client Focus Oral Communications Active Listening Attention to Detail Client Solutions Advisory Issue Management Pipeline Management Causation Analysis … more
- Bank of America (Glastonbury, CT)
- …Chartered Retirement Planning Counselor (CRPC). * Obtained your insurance licenses. **Skills:** * Advisory * Account Management * Client Experience Branding ... Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management *...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Bank of America (Glastonbury, CT)
- …industry or sales experience **Schedule:** Monday - Fridays and rotating Saturdays **Skills:** + Advisory + Account Management + Client Experience Branding + ... and Client Focus + Issue Management + Client Solutions Advisory + Pipeline Management +...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Bank of America (Bellingham, MA)
- …as opening accounts, account maintenance, and Digital Assisted Shopping + Manages client interactions by taking the best course of action for the bank and its ... Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + Client Solutions Advisory … more
- Oracle (Providence, RI)
- …Description** In this role, the Senior Integration Architect is the technical project manager that will oversee the technology and implementation process as well as ... relationships, while serving as the primary technical contact for implementation and advisory based activities. This role will require minimal travel. The Senior… more
- Bank of America (Vernon, CT)
- …Acumen * Customer and Client Focus * Oral Communications * Problem Solving * Account Management * Client Experience Branding * Client Management * ... center traffic, appointments, and outbound calls effectively * Drives the client experience * Manages cash responsibilities Required Qualifications: * Is an… more
- Bank of America (Bellingham, MA)
- …Acumen * Customer and Client Focus * Oral Communications * Problem Solving * Account Management * Client Experience Branding * Client Management * ... center traffic, appointments, and outbound calls effectively * Drives the client experience * Manages cash responsibilities **Required Qualifications** : * Is… more
- Oracle (Providence, RI)
- …your team will be responsible for **executive-level engagement, trusted security advisory , and architecture-level guidance** to help large enterprises securely adopt ... with at least 5+ years in a CISO, Deputy CISO, Field CISO manager or equivalent executive leadership role + Experience leading security programs in **cloud… more
- HUB International (East Longmeadow, MA)
- …make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you'll be backed by the strength of a global firm ... + Accounts Receivable - Manage accounts receivable function including working with Account Managers and Business Leads across the region to maintain AR, sending… more