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
- Beacon Hill, located in Providence, Rhode Island, is seeking a Client Services Administrator to support senior investment professionals. This role entails managing client communications, coordinating meetings, and handling service requests with precision. The ideal candidate...Suggested
- ...Client Services Representative Schedule: Monday–Friday, 8:00 AM – 5:00 PM (Onsite) We are seeking a detail-oriented and customer-focused Client Services Representative to join our team. In this role, you will be the primary point of contact for clients, providing...SuggestedPermanent employmentFull timeWork at officeMonday to FridayFlexible hoursShift work
- ...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 training...SuggestedRemote workFlexible hours
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- Citizens in Johnston, Rhode Island, is seeking a Trade Desk Specialist to provide top-notch service in trade entry and execution. Responsibilities include... ...and have at least 3 years of experience in Wealth Management Operations. You'll be joining a supportive,...
$105k
Overview Client Services Administrator to $105K - Supportive Culture, Meaningful Work! Our client, a boutique wealth management firm, is seeking a Client Services Administrator to become... ...their client relationships. This role focuses on managing client communications,...Work at office- ...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
- ...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
- ...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...
- Ariston Group in Providence, Rhode Island, is looking for a Sales Support Specialist to work closely with Regional Sales Managers and ensure customer satisfaction. The role involves managing customer orders, creating reports, and supporting sales activities to drive customer...Work at officeFlexible 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
- 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...Remote jobImmediate startWork from homeFlexible hours
$20 - $22 per hour
...the nation’s leading provider of high-quality home care services, we empower our clients to live independently, safely, and with dignity in their... ...Performs other related duties as assigned. If your area of focus includes Developmental Disabilities (DD), you are...Local areaFlexible hours- ...exciting opportunity for an Experienced Focus Product Representative on the Wholesale... ...closely with Sales Managers, Technical Specialists, and Marketing to ensure Focus Products... ...with exposure to field research, technical service, agronomy, or crop protection products Strong...Minimum wageTemporary workSeasonal workWork at officeLocal areaFlexible hoursNight shift
$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...Contract workSecond job- -Meet with clients on Zoom daily to deliver, explain and update their benefits -Explain options in a clear, simple, and relatable way... ...must be: -COACHABLE AND DEMONSTRATE HIGH INTEGRITY -CUSTOMER FOCUSED MINDSET, YOU MUST ENJOY HELPING OTHERS -HAVE S DESIRE TO WIN...Remote jobFull time
- PSI Services is looking for a Client Services Specialist to provide operational support for client examinations. This full-time, remote role entails customer service, client management tasks, and collaboration across departments. The ideal candidate will have at least...Remote jobFull timeWork at office
$16 - $18 per hour
...Island is seeking candidates for a customer-oriented position focused on delivering an exceptional shopping experience. Responsibilities... ...have retail experience and understand the nuances of customer service in a fast-paced environment. The salary range is $16 - $18 per...Hourly payFlexible hours$69k
...management. You will work remotely, serving clients by providing guidance and protection... ...Flexible scheduling within a career-focused structure Advancement and recognition... ...relationship-building skills Sales or customer service experience is helpful but not required...Remote workWork from homeFlexible hours$17 - $19.98 per hour
...customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions. This customer service focused team member is knowledgeable in all areas of the Store’s business, including print, signs & graphics, and shipping. They will...Work at officeLocal areaShift work$17 - $19.98 per hour
...customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions. This customer service focused team member is knowledgeable in all areas of the Store's business, including print, signs & graphics, and shipping. They will...Work at officeLocal areaShift work- ...We have an opening for a Customer Service Rep, where you will handle orders, shipments, and basic inventory checks, learn company products... ...punctuality, basic computer or device use, a positive, team-focused attitude, and the ability to follow simple instructions....Weekly payFlexible hours
$21.9 - $22.91 per hour
...include: Instill Trust and Value Differences Patient and Community Focus and Collaborate. RESPONSIBILITIES Schedule patients using the... ...personnel. Utilize the online billing system to enter diagnosis/service codes from encounter sheets, accurately entering the appropriate...Work at officeShift work$21.9 - $22.91 per hour
...another. Instill Trust and Value Differences Patient and Community Focus Collaborate Responsibilities Schedule patients using the... ...technical/clinical inquiries to appropriate personnel. Enter diagnosis/service codes from encounter sheets into the online billing system....Work at officeShift work$17 - $25.82 per hour
...SUMMARY Under the general supervision of the Patient Service Manager, selects and modifies menus to conform to the adult and geriatric... ...done. Instill Trust and Value Differences Patient and Community Focus and Collaborate RESPONSIBILITIES Assists patients to make appropriate...Work at officeShift workAfternoon shift- ...Customer Service Associate We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for... ...Benefits: We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical, pharmacy,...Contract workLocal area
$18 per hour
...Customer Results Specialist Looking for a career that fuels your passion for health and fitness? Help people transform their lives... ...driven, goal oriented, people person. You have some customer focused experience. You are ready to learn and be a team player. You are...Full time- ...Representative Overview We are seeking motivated and client-focused individuals to join our team as Customer Engagement... ...helping others, problem-solving, and delivering exceptional service. No prior industry experience is required full training and ongoing...Remote workFlexible hours
$18 per hour
...Customer Results Specialist Department: 5SN Seekonk Employment Type: Full Time Location: MA-Seekonk Reporting To: Store Manager Compensation... ...driven, goal oriented, people person. You have some customer focused experience. You are ready to learn and be a team player. You...Full time
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