Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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.

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Wealth Client Service Manager — Custody in Smithfield, RI vacancy
  • 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... 
    Suggested
    Work at office

    Fidelity

    Smithfield, RI
    1 day ago
  • ## 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... 
    Suggested
    Work at office

    Soteria Reinsurance Ltd.

    Smithfield, RI
    4 days ago
  • ## Client Service Manager II (Custody) - Wealth Client ExperienceApplylocations: Westlake, TX: Smithfield, RItime type: Full timeposted on: Posted Todayjob requisition id: 2130149## ## Job Description:**The Role**The Client Service Manager II (CSM II) is the primary point... 
    Suggested
    Work at office

    Soteria Reinsurance Ltd.

    Smithfield, RI
    1 day ago
  • 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... 
    Suggested
    Work at office

    Soteria Reinsurance Ltd.

    Smithfield, RI
    4 days ago
  • 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... 
    Suggested
    Work at office

    Soteria Reinsurance Ltd.

    Smithfield, RI
    1 day ago
  • 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... 

    Fidelity

    Smithfield, RI
    1 day ago
  • 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... 

    Fidelity Investments

    Smithfield, RI
    3 days ago
  • Soteria Reinsurance Ltd. is seeking a Client Service Manager II to be the primary contact for Registered Investment Advisors within Fidelity's Preferred segment. You will service and resolve day-to-day operational needs while building strong relationships with your clients... 
    Full time

    Soteria Reinsurance Ltd.

    Smithfield, RI
    1 day ago
  • Fidelity Investments is seeking a Client Service Manager III in Smithfield, Rhode Island, who will be the main contact for Registered Investment Advisors (RIAs). You will manage complex client relationships, ensuring high satisfaction while advocating for client needs... 

    Fidelity Investments

    Smithfield, RI
    1 day ago
  • 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

    Soteria Reinsurance Ltd.

    Smithfield, RI
    4 days ago
  • 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... 

    Fidelity

    Smithfield, RI
    4 days ago
  • $103.1k - $188.9k

     ...leader in serving the global financial services marketplace and the only professional...  ...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... 
    Private practice
    Summer holiday
    Local area
    Flexible hours

    EY

    Providence, RI
    7 days ago
  • 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... 

    Fidelity Investments

    Smithfield, RI
    2 days ago
  • $54k - $75k

     ...Account Manager NFP, an Aon company, is a multiple Best Places to...  ...significant risk, workforce, wealth management and retirement challenges...  ...Manager (AM or Sr. AM) will service Executive Life Solutions products. This is an external client-facing position, responsible... 
    Full time
    Work from home
    Flexible hours

    NFP

    Greenville, RI
    4 days ago
  • Shift Supervisor, Custodial Operations (Third Shift) Job Type: Full Time / Part Time Reports To: Manager of Custodial Operations Position Summary This position is accountable...  ...standards and identifying areas for service enhancements and improvement efficiencies.... 
    Full time
    Part time
    Monday to Friday
    Shift work
    Night shift

    Bryant University

    Smithfield, RI
    3 days ago
  •  ...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...  ...supervisory experience in custodial services, a strong customer service orientation,... 
    Shift work
    Night shift

    Bryant University

    Smithfield, RI
    1 day ago
  • A leading insurance firm in Cumberland, RI, seeks a Personal Lines Client Service Manager to deliver exceptional client service. The ideal candidate will assist clients with inquiries, claims, and billing questions. Applicants should have 3 years of experience, preferably... 
    Full time

    PDCM Insurance Inc.

    Cumberland, RI
    4 days ago
  • A leading financial services firm is seeking a Manager for Client Service in Smithfield, RI. The role involves collaboration across teams to enhance client service and operational processes. Candidates should have 5+ years of experience in Brokerage Operations, strong analytical... 

    Soteria Reinsurance Ltd.

    Smithfield, RI
    20 hours ago
  •  ...across teams/sites? Join us as an Operations Manager in FCCS where you will be leading...  ...complex day to day operational issues for our Custody clients. Client Experience Division (CE) provides superior customer service to Fidelity's Custody clients through innovation... 

    Fidelity Investments

    Smithfield, RI
    3 days ago
  • $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 time
    Temporary work
    Local area
    Remote work
    Flexible hours

    Norstella

    Providence, RI
    7 days ago
  •  ...Supervisor, Custodial Services Apply ( locations Philip D. Andrews Memorial Building time type Full time posted on Posted...  ...205615 Job Description: Position Purpose Facilities Management is an exceptionally talented team built from a diverse group... 
    Full time
    Work at office
    Flexible hours
    Shift work
    Night shift
    Weekend work
    Afternoon shift

    Brown University

    Providence, RI
    4 days ago
  • $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...  ...the traveler/arranger experience during service fulfillment. Provide strategic... 
    Immediate start
    Flexible hours

    American Express Global Business Travel

    Providence, RI
    3 days ago
  • $90k - $130k

     ...CAM Sr Sales Executive - Service and Preventative Maintenance CAM HVAC is a premier...  ...growing Crete United platform, CAM provides clients with cutting-edge HVAC solutions, backed...  ...with internal service and project management teams. Maintain strong customer relationships... 
    Local area
    Immediate start

    Crete United

    Smithfield, RI
    3 days ago
  •  ...families and individuals &##128313;Educate clients on policies that prevent financial disaster during times of loss &##128313;Manage your own book of business through virtual...  ...necessary &##128313;Represent core values: Service Over Sales, always putting clients first... 
    Full time

    Globe Life: Moore Organizations

    Pawtucket, RI
    3 days ago
  • $75.4k - $199.14k

     ...creating optimal experiences for customers, members, clients and colleagues. The Senior Manager of Enterprise Customer Experience Analysis will play a...  ...insights, complex problem‑solving, and a strong customer service orientation. 5+ years building & automating data... 
    Hourly pay
    Full time
    Temporary work
    Local area

    CVS Health

    Woonsocket, RI
    1 day ago
  • $16.16 - $20.66 per hour

     ...Client Service Coordinator Passionate Customer Service Professional Needed. Must Love Pets. Banfield Pet Hospital - Johnston, RI...  ...selling retail products and scheduling future appointments. Manage the finances by maintaining accurate balances and utilizing proper... 
    Hourly pay
    Minimum wage
    Full time
    Temporary work
    Part time
    Flexible hours
    Afternoon shift

    Banfield Pet Hospital

    Johnston, RI
    2 days ago
  •  ...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.... 

    Brown University

    Providence, RI
    3 days ago
  •  ...the nation’s leading provider of high-quality home care services, we empower our clients to live independently, safely, and with dignity in their...  ...ongoing concerns with Caregiver performance to the Caregiver management team. Proactively communicate schedules and changes... 
    Local area
    Flexible hours

    Help at Home

    Providence, RI
    20 hours ago
  •  ...Job Function The Sr. Customer Success Manager (Sr. CSM) is a strategic role that serves...  ...being delivered and acknowledged by the client that can be leveraged for renewals and business...  ...and successfully handle customer service issues and conflict situations Successful... 
    Local area
    Shift work
    Day shift

    Verint Systems

    Providence, RI
    5 days ago
  • $75k - $85k

    CampusGuard, a Nelnet Company, provides information security services for campus-based organizations including higher...  ...& compliance services. The Customer Success Manager (CSM) is responsible for owning the client lifecycle and ensuring clients achieve measurable outcomes... 
    Temporary work
    Local area
    Remote work

    Nelnet

    Providence, RI
    7 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Client Service Manager — Custody. Be the first to apply!