The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions to new and existing clients while identifying full relationsh

At Franklin Templeton, we're driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that's

Works with external clients to resolve day to day issues and direct them to appropriate resources at BNY Mellon Supports clients in addressing operational and technical questions or issues and ensuring requests are executed. Applies problem solving skills based on precedence and experience. Uses communication skills to deliver high quality service to a specialized client

The Staff Accountant is a key member of the Accounting team and works closely with all members of the team in meeting close deadlines, working with various general ledger modules, preparing account reconciliations, and supporting internal and external audits. Positive and team oriented work ethic is critical to this role. Our Investment in You Full time remote work Compet

Manage complex and high value client relationships. Create material for use in client and prospect meetings and for other external uses. Develop content for use in team and committee meetings. Apply Nixon Peabody Trust Company's (NPTC) framework for equity research/selection process to existing and prospective holdings, including Fundamental Quality Thresholds (consistent

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. Job Category Customer Success Job Details About Salesforce We're Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaz

Division Retail Banking Department Various Branch Network Reports to Financial Center Manager Status Non Exempt Grade 6 Pay Range $19.00 $27.00 Actual compensation within the pay range will be decided based on factors including, but not limited to, skills, prior relevant experience, and specific work location. Location Worcester, MA 11 Park Ave Purpose/Objective Identify c

Seeking highly diverse candidates! The Client Partner is responsible for managing a book of business for the Financial Services (FS) unit of Publicis Sapient (PS) in Chicago, Illinois. This includes leading relationship within an existing account and identifying and building opportunities with new clients in the region. You should have a proven track record of building bu

Drive profitable growth through identifying and leading all aspects of the closure of new, renewal, and expansion opportunities Develop client engagement strategies and quantify costs of pursuit Lead accountability against Measurable Revenue/Profit Growth within set timelines Review the account metrics with the delivery, operations, and finance teams on regular basis Be p

The HMDA and CRA Specialist is primarily responsible for assisting with data validation management and quality assurance, consistent with the requirements of the Home Mortgage Disclosure Act (HMDA) and Community Reinvestment Act (CRA). Additional responsibilities include various functions in connection with reporting and filing the HMDA LAR. ESSENTIAL DUTIES & RESPONSIBIL

At Cambridge Savings Bank, our purpose is to have a positive impact on our customers, employees, and community's financial well being. We are committed to exceeding expectations and having a strong commitment to diversity and inclusion. The Senior Commercial Real Estate (CRE) Portfolio Manager, under the supervision of the CRE Portfolio Management Team Leader and assigned

Nixon Peabody is recruiting for a Real Estate Paralegal. This position is within our Community Development Finance practice group for real estate and project finance transactions. We are seeking a self starter and proactive "team player" who is able to work in a fast paced, and demanding work environment. A hybrid work schedule is available for this position. A career at

At Franklin Templeton, we're driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that's

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one of a kind. You can design a career you'll love from top to bottom we give you the tools you need to succeed and the autonomy t

and Duties Collaborate with Relationship Sales Managers and senior support team members in daily tasks o Perform product and technology research on hardware, software, and services offerings. o Write quotes, build proposals, and manage statements of work in a manner that maximizes company profit. o Communicate with vendors and clients. o Recommend products and upsell solut