Client Services Associate, Private Client Support
Oppenheimer & Co. Inc.
Oppenheimer & Co. Inc. in Providence, RI seeks a Client Service Associate for the Private Client Division. You will support client services, scheduling, and marketing efforts, while handling confidential information and coordinating with Financial Advisors. Ideal candidates have 1–2 years in financial services, a Bachelor’s degree preferred, and strong MS Office skills. This role emphasizes accuracy, organization, and professional communication with clients and staff. #J-18808-Ljbffr Oppenheimer & Co. Inc.
- ...posted here as they become available. Client Services Associate (Providence, RI) Oppenheimer & Co. Inc... ...Client Service Associate to join our Private Client Division in Providence, Rhode Island... ...database, general organizational support, as well as client interaction. The ideal...Private clientLocal area
- ...values. With a collaborative and client-focused approach, we aim to... ...impact in the financial services industry. Our focus is on high... ...time, on-site Client Services Associate to join our team. The Client... ...providing client services, advisor support, and an excellent client...SuggestedFull timeWork at office
- POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build...SuggestedWork at officeLocal area
- ...established but growing firm dedicated to providing exceptional service to our clients. Applicants should possess exemplary interpersonal and... ...paced environment. You Will Provide client and administrative support to multiple financial advisors including the establishment...Suggested
- CBIZ in Providence is seeking a Client Services Specialist to support private equity clients in Global Information Reporting and Co-sourcing (FATCA, CRS). You will prepare IRS forms, register entities, and manage investor communications while keeping detailed trackers and...Private client
- ...Client Services Specialist We are looking for a Client Services Specialist to join our client services team providing outstanding service to CBIZ private equity clients in the area of Global Information Reporting and Co-sourcing (FATCA, CRS). Essential Functions...Private clientRemote jobWork experience placement
$20 - $45 per hour
...details see the "About Us" section. Base Range $20.00 - $45.00 We are looking for a Client Services Specialist to join our client services team providing outstanding service to CBIZ private equity clients in the area of Global Information Reporting and Co-sourcing (FATCA,...Private clientWork experience placement- ...Responsibilities Always provide SMART customer service through the daily execution of Lowe's... ...and partnership with MSM and red vest associates. Identify and communicate issues with... ...fixtures, rotates stock, displays products and support materials using power equipment (e.g.,...Local area
- ...At Citizens, our mission is to help clients, colleagues and communities reach their potential... ...enhancing our capabilities. Citizens Private Client provides personalized, world class... ..., and ongoing practice management support. As a Citizens Private Client Relationship...Private clientLocal area
- ...Client Service Representative VCA Povar Animal Hospital is seeking a full-time Client Service Representative to join our 4 doctor, AAHA... ...each person's individual skill and personality, and we truly support your desire to grow within the industry. Why Join the VCA...Full timeTemporary workPart time
$24 per hour
...received by telephone, chat, or email. Research and train clients on all products offered. Independently service both internal and external customers on a wide... ...issues. Partner with various operational support staff in the reconciliation of client problems while...Hourly pay- ...will be asked to meet and exceed department service and quality standards, while maintaining... ...service issues. In addition, they will support the implementation of solutions that will... ...operational effort, and increase the overall client experience. You will also be responsible...Monday to Friday
$24.17 per hour
...Customer Service Rep Johnston, RI | $24.17/hr (W2) | 6-Month Contract Note: 2-4 weeks... ...Commercial Operations Specialist to support cash management, ACH, and commercial card... ...delivering high-quality service, resolving client issues, and identifying process improvements...Contract workSecond job- ...Job Opportunity This is a remote position. Customer Service Inbound, Billing & Customer Support Calls Telemarketing Experience Preferred Job ID# A1001... ..., run by people like you, to prestigious Fortune 500 clients through a virtual platform. Parkes & Co. provides the...Remote workWork from home
$25 - $27.63 per hour
...run our company and how we deliver for our clients, teammates, communities and shareholders... ...by offering competitive benefits to support their physical, emotional, and financial... ...expectations include providing seamless service delivery by answering client questions, resolving...Hourly payImmediate startWork from homeShift workAfternoon shift$130k - $225k
...an inclusive, collaborative culture that supports professional growth, flexibility, and... ...employees to make a lasting impact on our clients, communities, and the planet.What’s in it... ...on quality, responsiveness, and client service.Collaborate with technical teams to align...Hourly payFull timeWork at officeRemote workFlexible hours$55k - $60k
...and on a team to perform administrative support for financial advisors. The work is primarily... ...back-office assistance and could include client-facing support. This is a part-time... ...meetings · Manage and resolve client service problems · Perform other...Full timePart timeWork at officeWork from homeHome officeFlexible hours$22 per hour
...Client Services Specialist Our client, a leading organization in the financial services industry... ..., you will be part of the customer support department supporting client relations... ...development Upon completion of waiting period associates are eligible for: ~ Medical and...Hourly payPermanent employmentTemporary workFlexible hoursShift work$211.72k
...success. Where you are encouraged and supported to do your very best and given the tools... ...* CDM Smith is seeking an Industrial Client Service Leader with a strong industrial water and... ...not limited to, the role, function and associated responsibilities, relevant work...Temporary workWork experience placementH1b- ...system Ensure the achievement of contract deliverables, staff satisfaction, and the provision of high-quality services to program participants Promotes a supportive culture that is committed to organizational goals, quality work, and accountability Interprets contract...Contract workWork experience placementWork at officeLocal area
- Chase is seeking a client-focused banking professional to manage and grow Private Client relationships through an advice-based approach. You will coordinate with... ...for complex needs, while promoting convenient self-service options and ensuring adherence to banking...Private client
$17 per hour
...used but least regulated beauty service: Nail Care. We celebrate... ...this Role: The Experience Associate has a passion for beauty and... ...Associate provides critical support to our nail designer and studio... ...and Courtesy when greeting clients. Is knowledgeable of all service...Hourly payFull timePart timeFlexible hoursShift work- Clinical Supervisor-DCO & Intensive Services Employer: Family Service of Rhode Island 9 Pleasant St Providence, RI 0290... ...Summary: Participate as a leader and active team‑member to support the behavioral health of clients accessing services at FSRI. Responsible for clinical...Local areaRemote workFlexible hoursAfternoon shift
- ...make a positive impact on the community!Position Summary: Participate as a leader and active team-member to support the behavioral health of clients accessing services at FSRI. Responsible for clinical oversight of assigned intensive service programs including services...Work at officeLocal areaRemote work
$68.4k - $117.26k
...future role is a field position and will be supporting building automation customers throughout... ...the everyday with us! Our Service Specialists perform assigned tasks on building... ...team members including Service Sales, Client Service Managers, Service Coordinators,...Permanent employmentFor contractorsWork at officeImmediate startRemote workNight shift$40k - $100k
...Hurd Chevrolet Automotive Service Advisor Chevrolet HURD - Johnston, RI 02919 Salary... ...Provide estimates that are accurate and support upfront pricing. Obtain approval to... ...findings of multi-point inspection and associated prices. Obtain approval to proceed with...Immediate startFlexible hours$19.04 - $36.72 per hour
...What to Expect Tesla is seeking a Service Advisor dedicated to advancing one of the most innovative vehicle brands globally. This... ...vehicles. Members of our service team must be passionate about supporting cutting-edge EV technology and accelerating the world's transition...Hourly payFull timeTemporary workFlexible hours$56.8k - $71k
...the organization. It directly supports the Broker(s) and Consultants... ...relationship with our clients. These positions may work remotely... ...schedule availability, promotes services, defines process and related... ...School diploma is required. Associate's or Bachelor's degree preferred...Contract workTemporary workWork at officeLocal areaRemote work- ...About the Role We are seeking a proactive, detail-oriented Administrative Associate to join our client service team. In this role, you will provide essential administrative and operational support to the Vice President of Administration and Administrative Specialists...Work at office
$125k - $145k
...Withum’s Outsourced Accounting Systems and Services (OASyS) team is seeking an Outsourced... ...staff and senior team members to service clients specifically in the cannabis industry.... ...; assign work, review deliverables, and support development through coaching and feedbackOversee...Full timeFor contractorsWork at officeLocal area
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