Wealth Client Service Manager — Custody
Soteria Reinsurance Ltd.
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 should have a Bachelor's degree and 5+ years of relevant experience, including the required Series 7 license. The position emphasizes collaboration, analytical thinking, and the capability to drive innovation while fostering strong client relationships. #J-18808-Ljbffr Soteria Reinsurance Ltd.
- 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 & Relationship Management Experience Level Associate Job Description We have multiple opportunities...SuggestedWork at office
- ## Client Service Manager I / II (Custody) - Wealth Client ExperienceApplylocations: Smithfield, RItime type: Full timeposted on: Posted Todayjob requisition id: 2104887## ## Job Description:**Please note this is a pipeline requisition. As opportunities become available...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...SuggestedWork 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 manage client satisfaction and handle operational needs while driving the use of new technology. The ideal candidate will have...Suggested
- Fidelity Investments is seeking a Client Service Manager in Smithfield, Rhode Island. The role involves servicing, educating, and resolving day-to-day operational issues for Custody clients. The ideal candidate will have a Bachelor’s Degree and over 5 years of experience...Suggested
- Soteria Reinsurance Ltd. is seeking a Client Service Manager II to support Registered Investment Advisors (RIAs) with their service needs. The role involves liaising with internal partners and ensuring high client satisfaction through proactive communication and leadership...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...
$54k - $75k
...address their most significant risk, workforce, wealth management and retirement challenges through custom... ...The Account Manager (AM or Sr. AM) will service Executive Life Solutions products. This is an external client-facing position, responsible for administering...Full timeRemote workWork from homeFlexible hours- Fidelity Investments is seeking a Client Service Manager II to support Registered Investment Advisors. This role involves serving as a liaison between RIAs and internal business partners, handling inquiries, and ensuring high client satisfaction. Candidates should have...
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...Public Relations Account Manager Matter is an independent and thriving brand elevation... ...unifying PR, social media, creative services, search marketing and digital marketing.... ...startups to established brands, we work with clients across diverse industries, including...Work at officeLocal area$95k - $150k
Client Engagement Manager Candidate preference: Boston MA, NH, RI and Connecticut - Remote - United States (JR013019) At Ensono, our Purpose is... ...our world runs. As an expert technology adviser and managed service provider with cross‑platform certifications, Ensono...Full timeTemporary workRemote workWork from homeFlexible hours$50 - $60 per hour
...Join to apply for the Relationship Manager role at DataAnnotation We are looking for a Relationship Manager to join our team to... ...are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits This is a full...Hourly payFull timeContract workPart timeRemote work- ...University Position Purpose Facilities Management is an exceptionally talented team built... ...levels of quality craftsmanship, customer service, and teamwork through sustainable... ...principle values. Responsible for supervising custodial staff so that buildings and assets of...Work at officeFlexible hoursShift workNight shiftWeekend workAfternoon shift
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...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... ...the traveler/arranger experience during service fulfillment. Provide strategic...Immediate startFlexible hours$80k - $100k
...system for modern private markets asset managers. Our modular, flexible SaaS technology underpins... ..., Engineering, and Sales to ensure client outcomes are consistently delivered at... ...B SaaS — specifically serving financial services or asset management clients ~...Work at officeFlexible hoursShift work- ...across teams/sites? Join us as an Operations Manager in FCCS where you will be leading associates... ...day to day operational issues for our Custody clients. Client Experience Division (CE) provides superior customer service to Fidelity's Custody clients through innovation...
- Providence Marriott Downtown in Providence, Rhode Island, is looking for a Front Desk Supervisor to manage shift operations at the Front Desk and At Your Service. The ideal candidate will have supervisory experience and strong communication skills, ensuring outstanding...Shift work
- ...prestigious university in Providence is seeking a Supervisor for Custodial Services. This role is responsible for overseeing custodial staff,... ...properly maintained and cleaned. You will lead a dedicated team, manage schedules, and maintain inventory of cleaning supplies....
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Public Relations Account Manager (Tech and Cybersecurity) Boston or Newburyport, MA; Providence... ...unifying PR, social media, creative services, search marketing and digital marketing.... ...to established brands, we work with clients across diverse industries, including technology...Work at officeLocal area- ...staffing company in Smithfield is seeking an experienced Account Manager to drive sales and manage key customer relationships. You will... ...travel and offers the opportunity to work with a diverse range of corporate clients. #J-18808-Ljbffr Artech Information System LLC
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A technology services provider is seeking a Client Engagement Manager to oversee and grow client accounts. The role involves managing client relationships, ensuring satisfaction, and driving growth through strategic planning. Candidates should have strong communication...Remote job$131.2k - $199.9k
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Client Engagement Executive - Insurance - East Coast Candidates preferred Remote - United StatesJR012568 At Ensono, our Purpose... ...reshape how our world runs. As an expert technology adviser and managed service provider with cross-platform certifications, Ensono empowers...Full timeTemporary workWork experience placementRemote workFlexible hours$69.23k - $149k
...Agricultural portfolio . The team consists of Portfolio Managers, Underwriters, Credit Analysts, Treasury Management and Commercial... ...over time that might create a change in their financial service needs. As the Client Manager you will manage a portfolio and will have a...Local areaFlexible hours
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