... Registered Wealth Management Client Associate Providence, Rhode Island **Job ... responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ...

... client requests. May work with external business partners (Attorneys, CPAs, Fiduciary Accountants, third ... /e-mails and other tasks as required to administer accounts and serve client needs. May be asked to ...

... client satisfaction and asset retention. Acts as a technical resource to colleagues within and outside of Settlement team. BS/BA required. Advanced degree or professional designation a plus. Non-licensed associate ...

... client-centric and risk culture in the center, and helping clients achieve the financial goals. Job ... :** • Develops talent, including proactive sourcing of candidates • Manages client traffic, engaging and ...

... Audit Supervisor : Global Financial Crimes - Economic Sanctions Charlotte, North Carolina;Eas ...

... Audit Manager - Counterparty Credit Risk New York, New York;Stamford, Connecticut; Charlotte, ...

... Senior Audit Manager - Anticipatory Risk Charlotte, North Carolina;Stamford, Connecticut; Eas ...

... and existing clients to evaluate appropriateness of client selection, adherence to underwriting ...

... review of client financial statements, covenant compliance, monitoring of news articles and other early ... Critical Thinking Customer and Client Focus Oral and written communication skills ...

... integrated credit solutions to middle market or corporate clients. Partner closely with client-facing ... consultation necessary to deliver the best possible solution to the client. The position is responsible ...

... Senior Auditor New York, New York;Providence, Rhode Island Job Description: ...

... Management Client Associates help clients pursue the life they envision through a personal relationship with ... financial planning / wealth strategies including assessment of client needs Maintain a robust knowledge ...

... client satisfaction. Evaluate current market conditions and prices for equipment based on research ... . Must have excellent client relations skills Advanced communication, marketing and negotiation ...

... Audit Manager Charlotte, North Carolina;Stamford, Connecticut; East Hartford, Connecticut; Da ...

... Audit Supervisor Charlotte, North Carolina;Stamford, Connecticut; East Hartford, Connecticut; ...