Wealth Management Client Service Associate
PowerToFly
PowerToFly is seeking Registered Client Service Associates to provide exceptional service to clients and support Financial Advisors in cultivating client relationships. The successful candidate will interact with clients, manage service requests, and support day-to-day operations. Applicants should have excellent interpersonal skills, industry experience, and be detail-oriented. Education may include a High School Diploma and preferably a college degree along with active Series licenses. This role offers an opportunity to work with a leading financial firm committed to client satisfaction. #J-18808-Ljbffr PowerToFly
- RBC Wealth Management’s Providence branch seeks a Registered Client Associate to support financial advisors and clients with account questions, documentation, and transactions... ...compliance while delivering excellent client service in a fast-paced setting. You will collaborate...Suggested
- ...Harkins Wealth Management is a fee-only fiduciary wealth management firm... ...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...SuggestedFull timeWork at office
- ...Wealth Management Client Associate Providence, Rhode Island To proceed with your application, you must be at least 18 years of age. Acknowledge... ...wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- ...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... ...growing firm dedicated to providing exceptional service to our clients. Applicants should possess exemplary...Suggested
- 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...SuggestedWork at officeLocal area
$26.5 - $42 per hour
...Merrill Wealth Management Job OpportunityMerrill Wealth Management is a leading provider of... ...management and investment products and services for individuals, companies, and... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...Hourly paySeasonal workFlexible hoursDay shift- ...Registered Wealth Management Client Associate Onsite Full Time hours are 37.5 hours per week Providence, RI Key responsibilities... ...point of contact within Brokerage to address all service needs of their clients. Responsibilities: Provides...Hourly payFull timeSeasonal workRelocationFlexible hours
- Bank of America Merrill Wealth Management seeks a client service professional to support multiple Financial Advisors, delivering tailored wealth management assistance and banking solutions. You will act as a principal client contact, ensuring timely, accurate materials...
- RBC Wealth Management in Providence, RI is seeking a Client Associate/Registered Client Associate to support financial advisors and clients with account inquiries,... ...collaborative environment. The role emphasizes client-first service, professional growth, and ongoing licensing...
- ...middle-market investment bank and full service broker-dealer. With roots tracing... ...services and investment advisory and asset management services. Who We Are Oppenheimer & Co... ...Description The firm is seeking a Client Service Associate to join our Private Client Division...Local area
- RBC Wealth Management is seeking a Client Associate/Registered Client Associate in Providence, RI, to support financial advisors and clients with account questions, documentation, and transactions in a fast-paced, collaborative environment. You'll build relationships, ensure...
- 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...
- A fiduciary wealth management firm in Providence, RI is seeking a motivated Client Services Associate to provide client services and advisor support. Responsibilities include scheduling and responding to client requests while ensuring an excellent client experience. Ideal...
- 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
- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...Seasonal workWork at officeWork from homeShift workDay shift
$45k - $70k
...is the opportunity? Embrace RBC Wealth Management’s core values and inclusive culture... ...financial advisors and our clients. As a Registered Client Associate, become a trusted resource to our... ...Such responsibilities may include servicing clients, researching problems, processing...Full timeFlexible hours$45k - $70k
...the opportunity? Embrace RBC Wealth Management's core values and inclusive culture... ...financial advisors and our clients. As a Registered Client Associate, become a trusted resource to our... ...Such responsibilities may include servicing clients, researching problems, processing...Full timeFlexible hours$45k - $70k
Job Description Embrace RBC Wealth Management's core values and inclusive culture as an... ...serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become... ...people, organizational, and client service skills Attention to detail coupled...Full timeFlexible hours- ...Advisory Group, a founding partner of Kintra Wealth in Greenville, RI, is seeking a friendly and empathetic team member for a client and administrative support role. The ideal... ...care for others in a dynamic wealth management setting. You will provide client and administrative...
- The Investment Sales Associate at Beacon Bank & Trust supports financial advisors in delivering exceptional client service, executing transactions, and expanding client relationships in Providence, RI. The role requires a Bachelor’s degree, 2+ years of customer-facing financial...
- ...ResponsibilitiesAlways provide customer service through the daily execution of Lowe's customer... ...with the Merchandising Service team and Manager by communicating project priorities,... ...and partnership with MSM and red vest associates.Identify and communicate issues with quality...Local area
$54.3k - $145.86k
...focus on delivering superior operational, project management, reporting, metric tracking and solutions to Health plan clients. This role is ideal for a professional who... ...day-to-day client relationships, ensuring that services meet or exceed client expectations. Identify...Hourly payFull timeTemporary workWork experience placementWork at officeLocal areaNight shift$25 - $30 per hour
Join to apply for the Assistant Service Supervisor - Multifamily role at Hines 6 days ago... ...a leading global real estate investment manager, driven by our by our belief that real estate... ...expectations and tailor solutions to our clients' needs. While our projects are renowned...Full timeFor contractorsWork at officeLocal areaRemote workShift workWeekend workAfternoon shiftEarly shift$130k - $225k
...employees to make a lasting impact on our clients, communities, and the planet.What’s in it... ...for an experienced engineer or project manager who wants to deepen client relationships... ...focus on quality, responsiveness, and client service.Collaborate with technical teams to align...Hourly payFull timeWork at officeRemote workFlexible hours- CBIZ in Providence is seeking a Client Services Specialist to support private equity clients in Global Information Reporting and Co-sourcing... ..., CRS). You will prepare IRS forms, register entities, and manage investor communications while keeping detailed trackers and staying...
- ...Residential Services Coordinator We are seeking a highly motivated, adaptable, and service... ...in a dynamic setting, can effectively manage competing priorities, and demonstrates... ...school diploma or equivalent required; Associate's or Bachelor's degree in Social Work, Human...Full timeWork at officeMonday to FridayFlexible hoursShift workDay shiftAfternoon shift
- ...culture while enhancing experiences for Client customers. Within the role, the supervisor... ...team within the call center operations service area to maintain a smooth and efficient... ...center. Responsibilities Assist with the management of transition services agreements for...Contract workWork at officeLocal areaRemote work
$211.72k
...CDM Smith is seeking an Industrial Client Service Leader with a strong industrial water... ...facility capital projects, meet water management objectives, comply with environmental... ...not limited to, the role, function and associated responsibilities, relevant work experience...Temporary workWork experience placementH1b- O'Reilly Auto Parts in Johnston, RI is seeking a Retail Service Specialist to support Store Management in sales, customer service, and store operations. This role involves supervising customer service levels and performing store management duties in their absence. The...Shift work
$110.5k - $130k
...this position is to provide leadership and management for the facilities organization at a... ...policies, procedures, programs and workplace services delivery that provides a well-managed... ...programs, in coordination with the client's goals and objectives. This position coordinates...Minimum wageContract workWork at officeFlexible hours
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