Current jobs related to Registered Wealth Management Client Associate - Providence - Bank of America

  • Registered Wealth Management Client Associate

    2 months ago

    Providence, United States The Bank of America Corporation Full time

    Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world Client Associate, Management, Wealth, Registered, Financial Advisor, Client Service

  • Financial Wealth Consultant

    2 weeks ago

    Providence, Rhode Island, United States gpac Full time

    Wealth Management Consultant*For consideration please email directly with resume and callgpac, a reputable recruitment firm with three decades of experience, is collaborating with a distinguished organization that is expanding and in search of high-achieving and driven Wealth and Trust Advisors to enhance their workforce.This role presents an exceptional...

  • Financial Wealth Consultant

    2 weeks ago

    Providence, Rhode Island, United States gpac Full time

    Wealth Management Consultant*For consideration please submit your resume directlygpac, a recruitment firm with three decades of experience, is collaborating with a reputable organization that is expanding and in search of high-achieving and driven Wealth and Trust Advisors to enhance their workforce.This role presents a remarkable opportunity for individuals...

  • Office Coordinator

    2 weeks ago

    Providence, Rhode Island, United States FL Putnam Investment Management Full time

    F.L. Putnam specializes in wealth management and investment advisory services tailored for individuals, families, endowments, and non-profit organizations. Our mission is to address the distinct challenges associated with wealth and to provide insightful solutions to our clients' most pressing financial inquiries. We are seeking a dedicated and enthusiastic...

  • Administrative Assistant

    1 month ago

    Providence, United States FL Putnam Investment Management Full time

    Job DescriptionJob DescriptionF.L. Putnam provides wealth management and investment advisory services for individuals, families, endowments, and not-for-profit organizations. We were founded to answer the unique challenges that come with wealth and continue to provide solutions to our client's most important financial questions. We're looking for a...

  • Administrative Assistant

    1 month ago

    Providence, United States FL Putnam Investment Management Full time

    F.L. Putnam provides wealth management and investment advisory services for individuals, families, endowments, and not-for-profit organizations. We were founded to answer the unique challenges that come with wealth and continue to provide solutions to our client's most important financial questions. We're looking for a talented and motivated Administrative...

  • Client Relations Associate

    2 weeks ago

    Providence, Rhode Island, United States Greenlining Management Full time

    About Us: Greenlining Management is a recognized leader in the marketing and customer service sectors. As we continue to expand, we are seeking a motivated and entrepreneurial-minded entry-level Customer Experience Representative to assist with our daily customer service and marketing initiatives.Your Role: In this dynamic position, you will embrace a...

  • Client Relations Specialist

    2 weeks ago

    Providence, Rhode Island, United States Greenlining Management Full time

    About Us: Greenlining Management is a distinguished consulting firm specializing in sales and marketing within the telecommunications sector. Our mission is to empower prominent brands by optimizing their profitability and enhancing their market presence through innovative revenue-generating strategies.Position Overview: We are in search of a motivated...

  • Customer Service Associate

    3 months ago

    Providence, United States Greenlining Management Full time

    Greenlining is a telecommunication-based consulting sales and marketing firm. We help our client's popular, household brands maximize their profitability and increase their overall brand exposure through innovative and creative revenue capabilities. We are looking for a self-starter Customer Service Associate to assist with our firm's strategic and...

  • Customer Service Associate

    2 months ago

    Providence, United States Greenlining Management Full time

    Greenlining is a telecommunication-based consulting sales and marketing firm. We help our client's popular, household brands maximize their profitability and increase their overall brand exposure through innovative and creative revenue capabilities. We are looking for a self-starter entry level Customer Service Associate to assist with our firm's strategic...

  • Registered Nurse

    1 week ago

    Providence, Rhode Island, United States HealthEcareers - Client Full time

    HealthEcareers - Client is seeking a travel nurse RN specializing in the Operating Room for an exciting travel nursing opportunity.Position Overview & RequirementsSpecialty: Operating RoomDiscipline: Registered Nurse (RN)Start Date: ImmediateDuration: 13 weeksHours: 36 hours per weekShift: 12-hour night shiftsEmployment Type: TravelWe are looking for a...

  • Marketing Associate/Account Manager

    1 week ago

    Providence, Rhode Island, United States Cygnus Management Group Inc Full time

    Sales Representative/Client Liaison at Cygnus Management Group IncCygnus Management Group Inc is a rapidly growing marketing and sales organization in the Northeast region, dedicated to delivering exceptional customer experiences and driving sales growth for our esteemed clients.We are currently seeking a highly motivated Sales Representative/Client Liaison...

  • Sales Support Associate

    2 weeks ago

    Providence, Rhode Island, United States Greenlining Management Full time

    About Greenlining Management: We are a distinguished consulting firm specializing in sales and marketing within the telecommunications sector. Our mission is to empower prominent brands to optimize their profitability and enhance their market presence through cutting-edge revenue strategies.Position Overview: We are in search of a motivated entry-level...

  • Sales Associate/Customer Service

    3 months ago

    Providence, United States Cygnus Management Group Inc Full time

    Job DescriptionJob DescriptionSales Associate/Customer ServiceCygnus Management Group has several openings for a Sales Associate/Customer Service for our promotional marketing firm in Rhode Island! CMG is quickly becoming one of the fastest growing and most successful marketing & sales firms in the Northeast Market. We provide exceptional customer service...

  • Travel Nurse RN

    2 days ago

    Providence, Rhode Island, United States HealthEcareers - Client Full time

    Job Title: Travel Nurse RN - Med Surg / TelemetryWe are seeking a skilled Registered Nurse-Medical Surgical / Telemetry to join our team at HealthEcareers - Client for a travel assignment.About the JobJob Type: Travel NursingSpecialty: Medical Surgical / TelemetryDiscipline: Registered NurseShift: 12 hours, nightsHours per Week: 36Duration: 13 weeksJob...

  • Sales Representative/Client Liaison

    1 week ago

    Providence, Rhode Island, United States Cygnus Management Group Inc Full time

    Sales Representative/Client Liaison at Cygnus Management Group IncCygnus Management Group Inc is a leading marketing and sales organization in the Northeast region, dedicated to delivering exceptional customer experiences and driving business growth for our esteemed clients.We are seeking a highly motivated Sales Representative/Client Liaison to join our...

  • Traveling Medical Professional

    3 days ago

    Providence, Rhode Island, United States HealthEcareers - Client Full time

    Job SummaryHealthEcareers - Client is seeking a skilled Traveling Medical Professional to join their team. As a Traveling Registered Nurse, you will be responsible for providing high-quality patient care in a dynamic and fast-paced environment.Key ResponsibilitiesProvide direct patient care in a Med Surg / Telemetry settingCollaborate with interdisciplinary...

  • Client Engagement Director

    4 weeks ago

    Providence, United States Ensono Full time

    Ensono Client Engagement Director Remote - United States - JR010369 At Ensono, our Purpose is to be a relentless ally, disrupting the status quo and unleashing our clients to Do Great Things! We enable our clients to achieve key business outcomes that reshape how our world runs. As an expert technology adviser and managed service provider with cross-platform...

  • Enterprise Client Solutions Manager

    2 weeks ago

    Providence, Rhode Island, United States Atominvest Software Full time

    Job OverviewPosition SummaryAs a pivotal member of Atominvest, you will be responsible for overseeing the delivery of our innovative software solutions to both new and existing enterprise clients. Your role will involve implementation management and serving as the primary liaison for some of the foremost alternative investors globally. You will champion...

  • Client Care Facilitator

    1 week ago

    Providence, Rhode Island, United States The Providence Center Full time

    Position Overview:The role of a Residential Case Manager at The Providence Center involves delivering comprehensive clinical case management services aimed at fulfilling program goals and fostering client autonomy. This position emphasizes a client-focused methodology, addressing individual needs and aiding in the pursuit of optimal independence. As a vital...

Registered Wealth Management Client Associate

2 months ago

Providence, United States Bank of America Full time

Registered Wealth Management Client Associate page is loaded Registered Wealth Management Client Associate Apply locations Providence time type Full time posted on Posted 4 Days Ago job requisition id 24013689 Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us Job Description: This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. Responsibilities: Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset Skills: Account Management Client Management Customer and Client Focus Issue Management Oral Communications Business Development Client Solutions Advisory Pipeline Management Prioritization Administrative Services Emotional Intelligence Referral Identification Written Communications Required Qualifications: SIE, Series 7, 63/65 or 66 Displaysadvanced industry knowledge and understanding ofinvestment products Desired Qualifications: Energetic individual that is self-motivated, coachable, and flexible in thought Enjoys a fast-paced environment with changing and evolving responsibility Detail oriented Invested in personal development Consistently pursues client experience excellence Works quickly to fulfill client needs delivering complex solutions Frequent communication and an abundance of discretion with sensitive information Microsoft Word, Excel, and PowerPoint experience with Salesforce a plus Professional verbal and written communication Shift: 1st shift (United States of America) Hours Per Week: 37.5 About Us Bank of America is committed to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure. Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity. Regardless of the position you are interested in, the starting points to building your resume are the same: 1.Determine the job or types of jobs you want to do and research their responsibilities and qualifications. 2.Think about why you can do the job and make a list of your skills that are relative to the job. 3.Identify experiences or accomplishments that show your proficiency in the skills required for the job. 4.Summarize your abilities, accomplishments and skills into a brief, concise document. Considerations when writing a resume •Do be brief. Resumes should be 1-2 pages in length. •Do be upbeat and active in your wording. •Do emphasize what you have done clearly and concretely. •Do be neat and well organized. •Do have others proofread and critique your resume. Spell check. Make it error free. •Do use high quality, white or light colored 8½ x 11 paper. Use a laser printer if possible. •Don't be dishonest, always tell the truth about yourself in the most flattering light. •Don't include salary history or requirements. •Don't include references. •Don't include accomplishments that do not support your professional goals. • Don't include anything that isn't relevant. (For example, don't mention your fondness for swimming unless you want to work on the water.) •Don't use italics, underlining, shadows or other fancy treatments. Seven steps to a successful interview 1.Anticipate –Put yourself in the interviewer's position. What do you believe the interviewer is most interested in? Why do you think you have been invited to interview? 2.Research –What are the primary functions of the line of business? What are the success factors for the job? Is there a job description available? 3.Assess –Think about your skills, abilities, knowledge, interests, traits, values and accomplishments. Match them to what you know about the job. Consider which ones you should highlight. 4.Prepare Answers –Think about what the interviewer may ask, determine what the best answer is and write it down. 5.Prepare Questions – Interviewing is a two-way street. By asking thoughtful questions, you communicate your interest and learn a lot about the job. Choose two or three questions to ask your interviewer. Avoid asking a lot of questions about vacation time or breaks. 6.Practice – It may seem awkward, but it is the best way to come across well in an interview. Practice your own "great responses" with others or in front of a mirror until you appear relaxed and at ease. 7.Follow-up – Send a brief follow-up letter to the interviewer. Keep in mind that the many job searchers will not send a follow-up letter. Sending one can become a competitive advantage. #J-18808-Ljbffr