Registered Wealth Management Client Associate Bank of America CorpRegistered Wealth Management Client AssociateMA$25–$45 / hourResponsibilities:Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offeringsEnsures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requestsAssists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage riskIdentifies, 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 FASupports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindsetRequired Qualifications:Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66) If these licenses are not currently held, they must be obtained within a specified timeframe if being hired into a registered job code. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Wealth Management Client Associate - Resident Director’s Assistant Bank of AmericaWealth Management Client Associate - Resident Director’s AssistantMassachusettsOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.
Lead Client Service Coordinator Banfield Pet HospitalLead Client Service CoordinatorNorthborough, MA$20.35–$26 / hourp>Leadership Responsibilities (approximately 20% of time): Assist Practice Manager in developing an efficient, productive hospital team that provides the highest quality care and service to the most pets and clients, following all Banfield protocols and practices, as well as all local, state and federal laws, focusing the team to achieve practice priorities while building our culture and brand. This includes encouraging hospital visits, welcoming clients and pets, ensuring that they are comfortable in the hospital, educating them about their pet's health, performing or preparing procedures that do not require veterinarian or veterinary technician assistance, completing preparatory work for other procedures, and monitoring hospitalized or surgical pets as allowed in the state practice acts.
Shift Lead Banfield Pet HospitalShift LeadNorth Attleboro, MA$20.35–$26 / hourMay assist Practice Manager in the selection, training, and day-to-day supervision ofthe paraprofessional team to ensure quality medical care, exceptional client service, associate engagement and maximum productivity.?Provide professional, efficient and exceptional client service (lead by example), ensuring all associates do the same,to include client educationabout Optimum Wellness Plans, preventive care, pet health needs, hospital services, marketing campaigns, and other related information; effectively resolve client issues.?Assist Practice Manager in creating an environment where a team can deliver quality, efficient and effective veterinary care to pets.?Foster an environment that engages associates, where associates do their best and feel good about being a member of the team.?Provide effective communication between associates, clients, hospital leadership and Central Team Support.?Ensureall hospital associates adhere to Banfield dress and grooming guidelines.?Ensure all hospitalized pets are prepped and all equipment is ready for surgery.?Ensure cases are assigned to VAs and that they are clear on their work responsibilities for the day.?Prepare whole team on cases scheduled for the day, assist with any transfers of cases from day before or external referrals to provide continuity of care, triage the treatment board. This position often requires working weekends and evenings.?The noise level in the work environment is moderately high.?Ability to carry out instructions furnished in written, oral, or diagram form and to solve problems involving several variables.?Requires ambulatory skills sufficient to perform duties while at hospital and to visit various locations.?Ability to stand, walk, stoop, kneel, crouch, and climb as well as manipulate (lift, carry, move) up to 50 pounds.?Requires good hand-eye coordination, arm-hand-finger dexterity with the ability to reach and grasp, and visual acuity to use a keyboard, operate equipment and read information.?Associate is routinely exposed to a variety of pets that may bite or scratch, and on occasion, exposed to anesthesia, radiation, biological hazards and medication/controlled substances.