Wealth Management Client Associate: Elevate Client Solutions
$25 - $45 per hourBank of America ATM
Bank of America is seeking a dedicated team member for Merrill Wealth Management in Providence, RI. This role focuses on enhancing client relationships and providing exceptional service while educating clients on banking offerings. The ideal candidate will possess strong financial knowledge, required licenses, and excellent communication skills. The position offers a pay range of $25.00 - $45.00 per hour with eligibility for discretionary incentives and comprehensive benefits. #J-18808-Ljbffr Bank of America
$25 - $45 per hour
...Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management... ...Advisors and Wealth Management Client Associates help clients pursue the life they envision... ...their needs, delivering complex solutions, and providing an excellent client experience...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift- ...Registered Wealth Management Client Associate Onsite Full Time hours are 37.5 hours per week Providence, RI Key responsibilities... ...advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include...SuggestedHourly payFull timeSeasonal workRelocationFlexible hours
- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision... ...the FA's business, while customizing solutions based on their specific needs. Job...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- MDAEdge seeks a Registered Wealth Management Client Associate in Providence, RI, responsible for supporting Financial Advisors. The role involves providing client service support, ensuring accuracy in client materials, and maintaining strong client relationships. Candidates...SuggestedFull time
$45k - $70k
...What is the opportunity? Embrace RBC Wealth Management’s core values and inclusive culture... ...serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become... ...needs and, when appropriate, elevate them to financial advisors. Adhere...SuggestedFull timeWork experience placementFlexible hours$45k - $70k
...What is the opportunity? Embrace RBC Wealth Management's core values and inclusive culture... ...serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become... ...inquiries and customer needs and elevate to financial advisors when appropriate...Full timeFlexible hours- RBC Capital Markets, LLC is seeking a Client Associate/Registered Client Associate in Providence, RI. Candidates will leverage their organizational and communication skills to assist financial advisors and clients while ensuring compliance. The role offers a supportive...
- ...RBC in Providence is seeking a Client Associate to build and maintain professional relationships with clients. This role includes administrative support to Financial Advisors, managing account inquiries, and ensuring compliance with documentation standards. The ideal candidate...Full time
- PowerToFly is seeking Registered Client Service Associates to provide exceptional service to clients and support Financial Advisors in cultivating... .... The successful candidate will interact with clients, manage service requests, and support day-to-day operations. Applicants...
$45k - $70k
...Description What is the opportunity? Embrace RBC Wealth Management's core values and inclusive culture as an integral... ...of our branch serving financial advisors and our clients. As a Registered Client Associate, become a trusted resource to our clients, advisors...Full timeFlexible hours- ...Harkins Wealth Management is a fee-only fiduciary wealth management firm specializing in ESG (Environmental... ...their values. With a collaborative and client-focused approach, we aim to make a... ...full time, on-site Client Services Associate to join our team. The Client Services...Full timeWork at office
- ...Loring Advisory Group, a founding partner of Kintra Wealth, is a dynamic, multi-faceted wealth management firm based in Greenville, RI. We are seeking a friendly... ...dedicated to providing exceptional service to our clients. Applicants should possess exemplary interpersonal...
- ...POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and... ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis... .../or other duties directed by local management ADMINISTRATIVE SUPPORT: • Answering...Work at officeLocal area
- A leading provider in Rhode Island is seeking dedicated individuals for client service leadership roles. This position offers a flexible work-from-home option, allowing you to create a schedule that suits your lifestyle while pursuing professional growth. Join a supportive...Remote workWork from homeFlexible hours
- ...Jackson Hewitt - JobID: 100-168270536 [Customer Service Representative] As a Client Support Associate at Jackson Hewitt, you'll: Be the friendly face for all those who visit the offices, ensuring exceptional client experiences and providing essential support; Actively...Immediate start
- Soteria Reinsurance Ltd. in Smithfield, RI, is looking for a Client Services Representative to deliver exceptional service and manage client inquiries. As part of the Operations & Services Group, you will help foster customer loyalty through proactive communication and...
- ...confidence. Integrity: Uphold the highest standards of integrity in all aspects of your work, ensuring that every interaction with clients is based on honesty, transparency, and trust worthiness. Qualifications: Genuine desire to help others and make a positive impact...Remote workWork from home
- GFI Team Ikigai is looking for a part-time Client Service Advocate to provide exceptional service and innovative solutions. This role involves nurturing client relationships and addressing financial needs, ensuring a high level of satisfaction. You will educate clients...Remote jobPart timeFlexible hours
$151k - $308k
...locations across the United States, serving clients with domestic and international... ...we invite you to apply to our Knowledge Management & Innovation Attorney position. This position... ...developing and implementing innovative solutions that align with the firm’s strategic objectives...Full timeTemporary workRemote workFlexible hours- Husch Blackwell is seeking a Knowledge Management & Innovation Attorney to drive business transformation through innovative solutions. This critical role focuses on optimizing client service delivery and enhancing technology adoption across the Labor & Employment Practice...Remote job
$65k - $85k
Exciting Opportunity: Join GFI Ikigai as a Client Service Advocate! About GFI Ikigai At GFI Ikigai, we don't just discuss financial... ...financial journeys, offering creativity, support, and top-tier solutions in this vibrant, remote role. As our Client Service Advocate, you...Remote jobPart timeFlexible hours- Fidelity in Smithfield is seeking a Representative for Client Services to provide top-notch customer service in a dynamic environment. You'll handle client inquiries and ensure satisfaction through effective support. Ideal candidates have at least 2 years of relevant experience...
$120k - $160k
...a highly skilled and motivated Construction Project Manager to lead and deliver complex municipal and education construction... ..., and community impact, consistently exceeding client expectations through innovative solutions and a culture of integrity and inclusion. Why join...For subcontractorLocal area- Medium is seeking dedicated individuals for a work-from-home financial services position focused on protecting families. This role offers the chance to make a positive impact in people's lives and emphasizes ethical conduct. Ideal candidates should possess strong communication...Remote jobWork from home
- AO Garcia Agency in Coventry, Rhode Island, is seeking dedicated individuals for a work-from-home financial services position. You will join a team focused on protecting families and helping them secure their financial futures. This role requires strong communication and...Remote jobWork from home
- ...patient gowns, scrubs, and more while managing their clients’ linen inventory for cost management.... ..., to provide prompt, effective solutions to customer needs, to maximize route... ...positively impacting the lives of our associates, customers and community Customer...Weekly payContract workNight shift
- ...Job Overview A law firm seeks a Family Law Associate Attorney for its Litigation Department in... ...be in good standing. Duties Oversee and manage legal issues among family members.... ...appearances, and conferences. Respond to urgent client needs. Oversee family estates and wills....
$185k - $250k
...litigation firm focused on achieving meaningful results for our clients. With experience across multiple jurisdictions and a dedicated... ...Rhode Island. Position Overview The successful candidate will manage plaintiffs’ personal injury matters from intake through resolution...$65k - $85k
Join Our Team: Client Service Advocate at GFI Ikigai About Us Welcome to GFI Ikigai, where we bring innovation to the forefront of financial... ..., supporting our clients with top‑tier service and creative solutions. With a focus on nurturing long‑lasting client relationships,...Remote jobPart timeFlexible hours- ...additional licenses in Florida and Rhode Island. This role involves providing legal guidance, drafting documents, and representing clients in probate courts. The firm values organizational skills, detail orientation, and the ability to handle sensitive information confidentially...Work at office
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