3 wealth management client associate jobs found in Wellesley, MA

Job Summary: Responsible for the identification, evaluation, and protection against key risk exposures at the University, as well as any necessary loss mitigation related to such exposures. Job-Specific Responsibilities: As a key contributor to the University’s risk financing program, the Program Manager is a key player in the procurement and administration of the university’s casualty insurance and self-insured programs. Supporting the department’s consultative approach, the candidate should expect to regularly interact with internal clients and partners to holistically assess and address risk through a variety of means including but not limited to contract and policy reviews, on-site meetings and assessments as well as interviews and research. The position partners with the claims manager and Office of General Counsel on claims and coverage issues. The position may also be called upon to recommend solutions for addressing business risk based on objective consultation with...

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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job...

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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job...