Wealth Client Services Specialist - ESG Focus
Harkins Wealth Management, LLC
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 candidates will have strong client service skills, excellent communication abilities, and a basic knowledge of finance. A bachelor's degree in a related field is preferred. This role offers opportunities for growth in the financial planning profession. #J-18808-Ljbffr Harkins Wealth Management, LLC
- ...A leading consultancy in financial services is seeking passionate individuals for a role focused on securing clients' financial well-being. Responsibilities include conducting virtual client consultations, assessing needs, and cultivating lasting relationships. The position...SuggestedRemote workWork from home
- ...Responsibilities Conduct scheduled virtual consultations to understand client needs Guide individuals and families through available... ...and follow‑up communication Deliver professional, client‑focused service and build long‑term relationships Participate in ongoing...SuggestedRemote workFlexible hours
$24.17 per hour
...Customer Service Rep Johnston, RI | $24.17/hr (W2) | 6-Month Contract... ...oriented Commercial Operations Specialist to support cash management, ACH... ...card customers. This role focuses on delivering high-quality service, resolving client issues, and identifying process...SuggestedContract workSecond job$750 per week
...remote market research opportunities that influence real products, services, and customer experiences. Role Overview: We are welcoming... ...interests and schedule Research types include online or in-person focus groups, virtual interviews, product testing, and other feedback...SuggestedPart timeCasual workRemote workFlexible hours- A retail clothing brand located in Cranston is seeking a part-time sales associate to drive revenue through exceptional client service and operational excellence. The ideal candidate will embrace values of service, teamwork, and accountability. You will be responsible...SuggestedPart time
- ...Banco Santander SA in Pawtucket is looking for a Sales and Service Banker who will serve as a trusted advisor to clients. This role focuses on providing tailored solutions for banking, lending, and investment products, while ensuring exceptional customer service. The...
- ...make you the right person for our Customer Service Associate II position. Join our team... ...merchandising to supporting customers. While focusing on providing a clean, welcoming... ...variety of rewards to support your health, wealth, and mental well-being. In addition to medical...Contract workPart timeLocal area
- ...experienced financial advisor who will provide tailored solutions to help clients meet their financial goals. Responsibilities include developing... ...effective communication and client management skills. A strong focus on regulatory compliance is essential. #J-18808-Ljbffr Bank of...
$17.2 - $23.37 per hour
...on-site work assignments, providing customer service and ultimately, customer satisfaction./ph2Your... ...reviews and responds to management and client requests via emails, phone calls, text messages and verbal. - Strong focus on providing good customer service. - Contributes...Hourly payFull timeWork at office$17.2 - $23.37 per hour
...Client Service I Representative- Mailroom/ Print ProductionUS-RI-ProvidenceJob ID: 34185Type: Full-Time# of Openings: 1Category: Office ServicesRI... ...via emails, phone calls, text messages and verbal.- Strong focus on providing good customer service.- Contributes to the...Hourly payFull timeFor contractorsFor subcontractorCasual workWork at officeLocal area$17.2 - $23.37 per hour
Client Service I Representative- Mailroom/ Print Production Location US-RI-Providence Company Canon U.S.A., Inc. Requisition... ...via emails, phone calls, text messages and verbal. - Strong focus on providing good customer service. - Contributes to the creation...Hourly payFull timeFor contractorsFor subcontractorCasual workWork at officeLocal area- ...We are looking for a Member Service Representative for our Independence Way branch located... ...Coastal1 Credit Union is a growing, member-focused organization serving over 130,000 members... ...such as loans, commercial products, and wealth management. Ensure cash drawer and branch...Work at office
$17.2 - $23.37 per hour
...Client Service I Representative- Mailroom/ Print Production US-RI-Providence Job ID: 34185 Type: Full-Time # of Openings:... ...via emails, phone calls, text messages and verbal. - Strong focus on providing good customer service. - Contributes to the creation...Hourly payFull timeFor contractorsFor subcontractorCasual workWork at officeLocal area- ...A financial services firm in Pawtucket, Rhode Island is looking for a passionate individual to engage with clients, assess their financial needs, and cultivate lasting relationships. This role offers a flexible schedule, work from home options, and immediate advancement...Immediate startRemote workWork from homeFlexible hours
- ...offers flexibility and growth opportunities in Johnston, Rhode Island. In this position, you'll conduct virtual consultations with clients, assess their needs, and build lasting relationships. The role emphasizes performance-based advancement and includes incentives like...Weekly payRemote work
$17.2 - $23.37 per hour
...Canon U.S.A., Inc. is seeking a Client Service I Representative for their Providence location. This full-time role involves providing customer service, managing print production, and overseeing mail/courier services effectively. Applicants should possess a high school...Hourly payFull time- ...Global Elite Texas is hiring a Part-Time Client Services Representative to work from home. This role involves virtually engaging with clients, discussing financial strategies and presenting insurance products. Candidates will schedule appointments and cultivate long-term...Part timeRemote workWork from home
- ...About the job Client Relations Specialist (Remote) Hello Sunshine Travels is a growing travel business dedicated to helping individuals turn their... ...Description This is a full-time remote role for a Client Services Associate. The Client Services Associate will be...Full timeRemote work
- ...AO Garcia Agency in Johnston, Rhode Island, is seeking passionate individuals to join their team in a role that emphasizes client financial well-being. You will conduct virtual consultations and build lasting relationships with clients while enjoying a flexible schedule...Remote workWork from homeFlexible hours
$24.17 per hour
...Client Services Specialist Our client, a leading financial services organization, is seeking a Client Services Specialist to join their team. As a Client Services Specialist, you will be part of the Commercial Operations department supporting customer service and technical...Weekly payContract workTemporary workFlexible hours- Harkins Wealth Management is a fee-only fiduciary wealth management firm specializing in ESG (Environmental, Social, and Governance) investing... ...With a collaborative and client-focused approach, we aim to make a... ...impact in the financial services industry. Our focus is on...Full timeWork at office
- ...both timeless and timely, fine quality craftsmanship and gracious service. At Talbots relationships are the key to our business, we hire... ...cultivate relationships with customers and the community with a focus on prospecting and establishing a strong clientele from existing...Full timePart timeFlexible hoursAfternoon shift
- ...loading their vehicles and maintaining the store entrance. This role involves direct customer interaction, making excellent customer service skills essential for success. Lot Associates are responsible for ensuring a sufficient quantity of carts is available near the...
- ...be asked to meet and exceed department service and quality standards, while maintaining... ...with external customers and colleagues. Specialist will perform root cause analysis to identify... ...effort, and increase the overall client experience. You will also be responsible...Local areaDay shiftAfternoon shift
- Laundry Management Services, Inc is hiring Laundry Associates in Providence, Rhode Island. Your role will encompass assisting customers, maintaining store cleanliness, and supporting a friendly environment. Candidates should demonstrate strong communication skills and...Flexible hours
- ...Associates to assist customers with loading their vehicles and maintaining the entrance of the store. This role requires strong customer service skills as Lot Associates are often the first and last point of contact for customers. Responsibilities include monitoring cart...
- ...Bank is seeking a dedicated Commercial Operations Specialist to enhance customer experiences through effective... ...and problem-solving. Responsibilities include servicing cash management and ACH customers, training clients on product offerings, and resolving technical issues...
- ..., a top-performing insurance agency serving clients across New England in three states. We are seeking a licensed and customer-focused Client Relations Specialist for a full-time, in-office role supporting both client service and account growth. This position is primarily...Full timeWork at officeLocal areaShift work
- ..., assisting them with loading their vehicles and ensuring a welcoming entrance to the store. This role emphasizes excellent customer service skills and involves keeping carts available near the entrance to enhance the shopping experience. #J-18808-Ljbffr The Home Depot
- ...hospitality culture and drive sales through exceptional customer experiences. Candidates should possess strong communication skills, a focus on building relationships, and a flexible schedule of 20-29 hours per week. Responsibilities include achieving sales metrics,...Part timeFlexible hours
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