Wealth Client Experience Manager III - Custody
Soteria Reinsurance Ltd.
Soteria Reinsurance Ltd. seeks a Client Service Manager III to provide dedicated service to Registered Investment Advisors (RIAs) in the Premium segment. This role demands handling complex client relationships and operational needs. The ideal candidate will possess strong leadership skills and a client-first mindset, with a minimum of 5 years in financial services. Proficiency in Microsoft Office and a Series 7 license are essential. This role offers a collaborative team environment focused on service excellence. #J-18808-Ljbffr
- ...Job Description The Client Service Manager III (CSM III) serves as the primary point of contact for... ...Investment Advisors (RIAs) who have custody assets with Fidelity, primarily within... ...of operations and/or client service experience in financial services Series 7 required...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 Smithfield, RI Team Sales... ...II – Grade level 5 Client Service Manager III – Grade level 6 (current pipeline) The Client Service...SuggestedWork at office
- ## Client Service Manager II (Custody) - Wealth Client ExperienceApplylocations: Westlake, TX: Smithfield, RItime type... ...operations and/or client service experience in financial services* Series 7... ...opportunities into:*** Client Service Manager III (Premium segment)* Central Control...SuggestedWork at office
- ...Sales & Relationship Management Client Service Manager II - (Custody) - Wealth Client Experience Published: May 13 ID: 2129360 Time onsite: blend of both onsite and offsite... ...Similar Jobs Client Service Manager I / II / III - (Custody) - Wealth Client Experience Sales &...SuggestedWork at office
- ## Client Service Manager I / II (Custody) - Wealth Client ExperienceApplylocations: Smithfield, RItime type: Full timeposted... ...5**Client Service Manager I / I / III**Do you want to work for a fast... ...of operations and/or service experience in the financial services industry...SuggestedWork at office
- Client Service Manager II - (Custody) - Wealth Client Experience page is loaded## Client Service Manager II - (Custody) - Wealth Client Experiencelocations: Smithfield, RItime type: Full timeposted on: Posted Todayjob requisition id: 2129360## ## Job Description:**The...Work at office
- ...Fidelity is seeking a Client Service Manager I / II to support Registered Investment Advisors (RIAs) in Smithfield, RI. In this role, you will... ...technology. The ideal candidate will have over 5 years of experience in the financial services sector and a Series 7 license. A...
- ...Fidelity Investments is seeking a Client Service Manager III in Smithfield, Rhode Island, who will be the main contact for Registered Investment... ...include a Bachelor’s degree and 5+ years of relevant experience, along with Series 7 certification. Join a dynamic team focused...
- Soteria Reinsurance Ltd. is seeking a Client Service Manager I / II in Smithfield, RI to support Registered Investment Advisors. This role focuses... ...should have a Bachelor's degree and 5+ years of relevant experience, including the required Series 7 license. The position...
- Fidelity Investments is seeking a Client Service Manager in Smithfield, Rhode Island. The role involves... ...day-to-day operational issues for Custody clients. The ideal candidate will have... ...Bachelor’s Degree and over 5 years of experience in the financial services industry. An...
- Fidelity in Smithfield, Rhode Island is seeking a Client Service Manager III to serve as the primary point of contact for a select group of Registered... ...candidate will have over five years of financial services experience, a Series 7 license, and strong analytical skills....
- A leading financial services firm is seeking a Manager for Client Service in Smithfield, RI. The role involves collaboration across teams to... ...operational processes. Candidates should have 5+ years of experience in Brokerage Operations, strong analytical skills, and possess...
- ...Fidelity Investments is seeking a Client Service Manager II to support Registered Investment Advisors. This role involves serving as a liaison... ...have at least 5 years of financial service operations experience, a Bachelor's degree, and a Series 7 certification. Strong...
- ...Soteria Reinsurance Ltd. is seeking a Client Service Manager II to be the primary contact for Registered Investment Advisors within Fidelity... .... The ideal candidate will have 5+ years of client service experience, Series 7 certification, and strong communication skills. The...Full time
$90k - $100k
...the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there... ...Fortune Best Workplaces in Financial Services & Insurance Client Service Manager - Casualty Claims Experience Required (Auto, GL or WC) -...Flexible hours- ...with peers across teams/sites? Join us as an Operations Manager in FCCS where you will be leading associates,... ...resolving complex day to day operational issues for our Custody clients. Client Experience Division (CE) provides superior customer service to Fidelity...
$19 per hour
...personal contact. Train the crew on the B.E.S.T. customer service experience, ensuring each guest has a fast, friendly checkout experience.... ...and maintain customer service score goals set by the District Manager. Lead front‑end operations, ensuring front‑end merchandising (...Hourly payLocal areaFlexible hoursNight shiftWeekend workAfternoon shift$75.4k - $199.14k
...Summary CVS Health is on a journey to becoming the most trusted health company and creating optimal experiences for customers, members, clients and colleagues. The Senior Manager of Enterprise Customer Experience Analysis will play a critical role in helping CVS Health...Hourly payFull timeTemporary workLocal area- Soteria Reinsurance Ltd. is seeking a Client Service Manager II to support Registered Investment Advisors (RIAs) with their service needs. The... ...must have a Bachelor's Degree, at least 5 years of experience in financial services, and a Series 7 certification. Strong...Full time
- 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...
$103.1k - $188.9k
...working side by side with a range of clients from our most venerable institutions... ...across Banking and Capital Markets, Wealth and Asset Management, Insurance, Real Estate, Hospitality... ...with deep process and service delivery experience that distinguishes EY in the marketplace...Private practiceSummer holidayLocal areaFlexible hours$120.75k - $257.25k
...Commercial Relationship Manager III-Food, Beverage & Agribusiness The Commercial Banking... ...selling with current and prospective clients is a key element of this role. The Commercial... ...you if you have: ~5+ years of sales experience with 2+ years in Commercial Bank/Food,...Local areaFlexible hours$81.9k - $152.1k
...Are you an experienced travel account management professional interested in the Media and... ...creative, expert, detail-and strategic Global Client General Manager to support some of our... ...Company operations. Those with no TMC experience will not be considered. What You'll Do:...Immediate startFlexible hours$54k - $75k
...their most significant risk, workforce, wealth management and retirement challenges through... ...Solutions products. This is an external client‑facing position, responsible for administering... ...Manager You will have demonstrated experience in managing a book of clients within insurance...Full timeWork from homeFlexible hours- ...Smithfield, RI is seeking a Shift Supervisor for Custodial Operations to assist in maintaining... ...campus facilities. This role requires managing custodial staff and ensuring compliance... ...ideal candidate will have supervisory experience in custodial services, a strong customer...Shift workNight shift
- ...Shift Supervisor, Custodial Operations (Third Shift) Job Type: Full Time / Part Time Reports To: Manager of Custodial Operations Position Summary This position is accountable... ...individual with: Two years of progressive experience as a supervisor of custodial services at an...Full timePart timeMonday to FridayShift workNight shift
- ...Deposition Solutions is seeking an Operations Manager at our Cranston Office to lead a high-performing team dedicated to client service and operational efficiency. This... ...-time role requires 3-5 years of management experience, excellent communication skills, and a client...Full timeWork at office
$126.52k - $168.68k
.... The Role Seeking a highly driven and innovative Client Executive/Sales leader responsible for managing the US Department of Veterans Affairs (VA) and its... ...teams. Account development and growth. Salesforce experience. Ensure accurate forecasting of sales opportunities...Temporary workWork experience placementRemote work- Job Title Project Manager (Off‑Site) Location Off‑Site (Remote) Job Type / Duration Contract... ...regular coordination meetings. Required Experience 8-10 years in ITS or infrastructure... ...(optional). Key Skills Customer Service Client Expectations Client Requirements Client...Remote jobFull timeContract work
- ...basic financial literacy ◾Conduct virtual client meetings using warm, pre-qualified leads... ...meet each family's needs ◾Build and manage your own client portfolio with guidance... ...finance, education, or social impact ◾Experience in leadership, customer service, or peer...Full time
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