Hybrid Brokerage Client Services Manager
Fidelity Investments
Fidelity is seeking a Manager, Client Service in Smithfield, RI to join a dynamic team focusing on evolving brokerage processes. The ideal candidate will have over 5 years of experience in Brokerage Operations or Customer Service, possess strong analytical skills, and a customer-focused approach. This role offers a hybrid work model and emphasizes collaboration across operational teams to enhance client service delivery. Key certifications include Series 7 and Series 63. #J-18808-Ljbffr Fidelity
- A leading financial services firm is seeking a Manager for Client Service in Smithfield, RI. The role involves collaboration... ...have 5+ years of experience in Brokerage Operations, strong analytical... ...presence every other week in a hybrid work model, emphasizing a customer...Suggested
- ...Inc. is seeking an Operations Manager in Rhode Island to lead a... ...daily operations within the Client Experience division. Key responsibilities... ...supervising Transaction Service Representatives, ensuring... ...Bachelor's Degree with significant Brokerage Operations experience, strong...Suggested
$54k - $75k
...risk, workforce, wealth management and retirement... ...Manager (AM or Sr. AM) will service Executive Life Solutions... .... This is an external client-facing position,... ...insurance, life solutions or brokerage services. You will... ...time position working a hybrid schedule from our...SuggestedFull timeRemote workWork from homeFlexible hours- ...Personal Lines Client Service Manager The Personal Lines Client Service Manager is responsible for providing excellent service to clients in... ...and problem-solving to our clients. This is a full-time, hybrid position reporting to our office located in Cumberland, RI....SuggestedFull timeWork at officeLocal areaWork from homeNight shift
- ...Job Description: The Role The Client Service Manager II (CSM II) supports Registered Investment Advisors (RIAs) that custody assets... ...Your proven leadership skills. Your knowledge of the Brokerage and/or Custody industry. You have intermediate to advanced...SuggestedWork at office
- Client Service Manager I / II (Custody) - Wealth Client Experience Time onsite: required to work most days in the office (~75-100%). Location... ...challenges Proven leadership skills Knowledge of the brokerage and/or custody industry Intermediate to advanced knowledge...Work at office
- Client Service Manager (I / II) Do you want to work for a fast paced, growing organization where people make the difference? Do you thrive on... ...challenges Proven leadership skills and knowledge of the Brokerage and/or Custody industry Intermediate to advanced knowledge...Work at office
- ## Client Service Manager III - (Custody) - Wealth Client ExperienceApplylocations: Smithfield, RI: Westlake, TXtime type: Full timeposted on... ...financial services* Series 7 required* Strong knowledge of brokerage and/or custody industry**Core Skills:*** Excellent interpersonal...Work at office
- ...clinical oversight and ensure the success of treatment programs for children with autism and developmental delays. We offer a flexible hybrid work schedule and extensive employee benefits, including health and dental insurance, tuition reimbursement, and paid time off....Full timeFlexible hours
- ...recruitment agency is looking for a Personal Lines Insurance Account Manager in Providence, RI. In this hybrid role, you'll manage Personal Lines business, handle renewals and serve as the main contact for clients. Candidates should have over 3 years of insurance experience...
$80k - $95k
...Office of America is looking for a Senior Account Manager - Commercial Lines. This position offers a hybrid work model with the potential to work remotely. The... ...insurance sector, along with a strong understanding of client needs. A competitive salary ranging from $80,000 to...Remote jobWork at office- Soteria Reinsurance Ltd. is seeking a Client Service Manager I / II in Smithfield, RI to support Registered Investment Advisors. This role focuses on delivering exceptional client service, managing operational issues, and maintaining high client satisfaction. Candidates...
- Childrensfriendri in Providence, RI is seeking an experienced Accounting Manager to lead their accounting operations. This role includes... ...10 years of experience and strong knowledge of GAAP. This is a hybrid position requiring both onsite presence and remote flexibility....Remote work
$175k
A leading analytics firm is seeking an Account Growth Manager for the insurance sector, based in Providence, Rhode Island (Hybrid). The role involves being the primary liaison with major clients, managing strategic discussions, and overseeing solution implementations....- ...is seeking a Senior Business Development Manager to drive new business growth in Mobile Financial Services across North America. This hybrid role requires 3 days onsite work and... ...and the ability to engage executive-level clients. The position offers competitive compensation...
$103.1k - $188.9k
...serving the global financial services marketplace and the only professional... ...side by side with a range of clients from our most venerable... ...Markets, Wealth and Asset Management, Insurance, Real Estate, Hospitality... ...team-led and leader-enabled hybrid model. Our expectation is for...Private practiceSummer holidayLocal areaFlexible hours- ...greatest asset. We promote a service-driven culture of high performance... ...ambitious Benefits Account Manager to join our team. This... ...well with a team. This is a hybrid position.Responsibilities:Enthusiastic... ...individual to manage clients needsHandle a dedicated book...Temporary workWork at officeLocal area
$83.5k - $94.75k
...results drive Personal Lines Insurance Sales Manager to lead our performing team of unlicensed... ...ensuring our members receive exceptional service and coverage. Hire Date: July 27, 2026... ...off‑hours as needed Work Requirements Hybrid position; Must be comfortable commuting...Remote workWork from homeHome officeMonday to Friday$75k - $85k
...Customer Success & Operations Manager RestauRent | Providence, RI | Full-Time | Hybrid Overview: RestauRent is hiring a Customer Success & Operations Manager to help manage and improve the full customer lifecycle for restaurants, bars, breweries, hotels, and event...Full timeContract workWork at officeRemote work- ...serve as a trusted advisor to clients, primarily in public accounting. The role requires managing staff on engagement deliverables... ...experience. The position offers a hybrid work model, ensuring... ...leading provider of accounting services in the United States. #J-18808...
$80k - $100k
...modern private markets asset managers. Our modular, flexible SaaS technology... ..., and Sales to ensure client outcomes are consistently... ...specifically serving financial services or asset management clients... ...per year + bank holidays ~ Hybrid working style (a minimum of 3...Work at officeFlexible hoursShift work$100k
...balance with competitive PTO, paid holidays, hybrid and work from home flexibility.... ...closely with our VP of Sales, Marketing Manager, and CEO, who are invested in your success... ...Products: ~ Represent a product line that clients love and trust. Top-Tier Benefits:...Local areaWork from homeFlexible hours- ...Partner Engagement Manager Apply ( locations Hemisphere Building time type... ...skills, and attention to detail Customer service orientation, with experience serving students... ...: 37.5 Position Work Location: Hybrid Submission Guidelines: Please note...Full timeTemporary workInternshipSummer holidayWork at officeRemote workFlexible hoursNight shift
$80k - $95k
Senior Account Manager - Commercial Lines Hybrid Preferred: 1-2 days in Columbia, SC office... ...and customer service activities, resolving complex... ...expirations and renewals. Conduct client research, prepare... ...Thorough knowledge of insurance brokerage and client needs. Required...For contractorsRemote work$112k - $154.9k
...NYSE:PD) is a leader in Digital Operations Management. In an always-on world, organizations of... ...adoption by Development, IT, Customer Service, Security, and other teams across the... ...Where we work PagerDuty operates a hybrid work model with offices ( in 8 major cities...Local areaFlexible hours- ...Opportunity TP is a leading global provider of digital business services. We partner with the world's most prominent brands to optimize... ..., we are a force for good in our communities and for our clients. TP offers benefits to you and your family. Eligible team members...Temporary workTraineeshipWork experience placementRemote work
$140k - $160k
...Growth & Customer Strategy Location: Hybrid Providence / Boston Area Company:... .... This is not a traditional customer service leadership role. We are looking for a growth... ...Commerce, eCommerce, Marketplace Management, Growth Strategy, Commercial Strategy, or...Full time- ...sites? Join us as an Operations Manager in FCCS where you will be... ...operational issues for our Custody clients. Client Experience... ...) provides superior customer service to Fidelity's Custody clients... ...'s Degree with 2+ years Brokerage Operations experience OR 5+ years...
- Mannik Smith Group is hiring a CAD Manager in Providence, RI, to elevate CAD/BIM standards across the organization. This hybrid role requires expertise in AutoCAD and Civil 3D, along with strong leadership abilities. You will develop scripts and workflows, provide training...Flexible hours
$200k - $260k
...decision-making. Together, we help our clients: Assess the market need and... ...edge data solutions and expert advisory services alongside advanced technologies such as... ...This role combines executive relationship management, data-driven advisory, and delivery oversight...Full timeTemporary workLocal areaRemote workFlexible hours
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