- Citizens (Johnston, RI)
- …increasing complexity Minimum Requirements: + Minimum of 1 year or more of bank/ financial services customer service -related experience. + Demonstrated work ... Description The role of Wealth Management - Wealth Ops Processor...responsible for processing annuity transactions; and assisting clients with asset /money movements. Candidates will also participate in actions to… more
- TD Bank (Shrewsbury, MA)
- …business activities (eg OCC, SEC, State Insurance Commissioners, NY Department of Financial Services , etc.) + Ensures all Continuing Education requirements are ... specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Transitional Financial Advisor...banking experience or are just starting your career in financial services , we can help you realize… more
- Insight Global (Shrewsbury, MA)
- …their experience to service the unique and complex needs of wealth clients by reviewing financial goals and making investment recommendations aligned ... affiliates as needed * Implements and executes a differentiated service model/experience for Wealth clients * Meets...(eg OCC, SEC, State Insurance Commissioners, NY Department of Financial Services , etc.) * Ensures all Continuing… more
- CGI Technologies and Solutions, Inc. (Smithfield, RI)
- …. 6-9 years of professional experience in investment banking, finance, venture capital, asset management, or wealth management (required). . Strong SQL expertise ... multi-platform environment. You will be a critical contributor to the Financial Investment Data Initiative, gathering requirements, analyzing data across its… more
- Berkshire Bank (Milford, MA)
- …record of working in partnership to achieve goals + Strong network of financial professionals, including commercial bankers, asset based lenders, CPAs, business ... driven role with a strong emphasis on providing exemplary service to internal and external clients. Independently develop new...in business development activities to cross sell products and services from other lines of business within the bank.… more
- Coinbase (Providence, RI)
- …needs of a high-growth and fast paced organization. * Experience in Banking, Wealth Management, Corporate Finance, Asset Management, FinTech or Crypto. Nice to ... onchain platform - and with it, the future global financial system. To achieve our mission, we're seeking a...experience with Coinbase, unlocking potential to adopt additional features, services , and products. What we look for in you… more