Client Services Associate — Elevate Client Relationships
Oppenheimer & Co Inc
Oppenheimer & Co. Inc. in Providence, RI seeks a Client Services Associate to support private client advisors, manage client interactions, scheduling, and data management. The role emphasizes accuracy, discretion, and strong service orientation. The ideal candidate has a bachelor’s degree, 1–2 years in financial services, and proficiency with MS Office, with a proactive approach to learning internal tools and supporting marketing efforts and client events. #J-18808-Ljbffr Oppenheimer & Co Inc
- POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private... ...with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate...SuggestedWork at officeLocal area
- ...middle-market investment bank and full service broker-dealer. With roots tracing... ...Job Description The firm is seeking a Client Service Associate to join our Private Client Division in... ...programs Promote Firm services by enhancing relationships with advisors through timely and...SuggestedLocal area
- 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...Suggested
- ...with their values. With a collaborative and client-focused approach, we aim to make a meaningful impact in the financial services industry. Our focus is on high net worth... ...oriented full time, on-site Client Services Associate to join our team. The Client Services Associate...SuggestedFull timeWork at office
- 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...Suggested
- ...empathetic new team member who is interested in joining an established but growing firm dedicated to providing exceptional service to our clients. Applicants should possess exemplary interpersonal and organizational skills and display a genuine care for others. The ideal...
- Job Title 12 week assignment Will work 30 hours a week for 12 weeks. Cover phones and the front desk operational duties including mail and check log. Order supplies, stationery, licensing, and expense reports Support advisors with basic administrative tasks where needed...Interim role
- RBC Wealth Management’s Providence branch seeks a Registered Client Associate to support financial advisors and clients with account questions... ..., and ensure compliance while delivering excellent client service in a fast-paced setting. You will collaborate with branch leadership...
- 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...
$45k - $70k
...financial advisors and our clients. As a Client Associate/Registered Client... ...and maintain professional relationships with clients by assisting... ...inquiries and customer needs and elevate to financial advisors when... ...organizational, and client service skills Attention to detail...Full timeFlexible hours$45k - $70k
...serving financial advisors and our clients. As a Registered Client Associate, become a trusted resource to our... ...? Build and maintain professional relationships with clients by assisting them and... ...Such responsibilities may include servicing clients, researching problems, processing...Full timeFlexible hours$26.5 - $42 per hour
...wealth management and investment products and services for individuals, companies, and... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their...Hourly paySeasonal workFlexible hoursDay shift- ...Registered Wealth Management Client Associate Onsite Full Time hours are 37.5 hours... ...contact within Brokerage to address all service needs of their clients.... ...Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings...Hourly payFull timeSeasonal workRelocationFlexible hours
- ...Wealth Management Client Associate Providence, Rhode Island To proceed with your application... ...and investment products and services for individuals, companies, and institutions... ...life they envision through a personal relationship with their advisory team committed to...Seasonal workWork at officeWork from homeShift workDay shift
$45k - $70k
...serving financial advisors and our clients. As a Registered Client Associate, become a trusted resource to our... ...Build and maintain professional relationships with clients by assisting them and... ...Such responsibilities may include servicing clients, researching problems, processing...Full timeFlexible hours$25 - $44 per hour
...wealth management and investment products and services for individuals, companies, and... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their...Hourly paySeasonal workWork at officeWork from homeDay shift$45k - $70k
...Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture... ...do? Build and maintain professional relationships with clients by assisting them and... ...Director. Such responsibilities may include servicing clients, researching problems,...Full timeFlexible hours- Talbots in Cranston, RI is hiring a Regular/Part-time Sales Associate to deliver exceptional customer experiences and build lasting relationships. You will support service initiatives, engage clients, and share fashion trends to help customers wardrobe confidently. The...Part timeWeekend workAfternoon shift
- RBC Wealth Management is seeking a Client Associate/Registered Client Associate in Providence, RI, to support financial advisors and clients... ...in a fast-paced, collaborative environment. You'll build relationships, ensure compliance, onboard new accounts, transfer funds,...
- ...currently looking for motivated individuals to join our team as Client Services Representatives . In this role, you’ll work directly... ...process Following up with clients and maintaining relationships Participating in coaching and professional development...Remote work
- 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
- ...Typical day-to-day tasks include: Conducting virtual consultations with clients. Assessing clients' needs and imparting knowledge on solutions. Cultivating lasting client relationships through consistent, periodic check-ins. Completing related administrative...Weekly payWork from homeFlexible hours
$65k - $85k
Exciting Opportunity: Join GFI Ikigai as a Client Service Advocate! About GFI Ikigai At GFI Ikigai, we don't just discuss financial literacy... ...expertise to connect with clients, nurture long‑lasting relationships, and support their financial dreams. Perks and Pay Here at...Remote jobPart timeFlexible hours$130k - $225k
...employees to make a lasting impact on our clients, communities, and the planet.What’s in... ...project manager who wants to deepen client relationships while continuing to lead impactful... ...on quality, responsiveness, and client service.Collaborate with technical teams to align...Hourly payFull timeWork at officeRemote workFlexible hours$25 - $27.63 per hour
...our company and how we deliver for our clients, teammates, communities and shareholders... ...expectations include providing seamless service delivery by answering client questions,... ...and looking for opportunities to deepen relationships through digital solutions. Responsibilities...Hourly payImmediate startWork from homeMonday to FridayShift workDay shift- RBC Wealth Management in Providence, RI is seeking a Client Associate/Registered Client Associate to support financial advisors and clients... ...collaborative environment. The role emphasizes client-first service, professional growth, and ongoing licensing progress. #J-188...
$211.72k
...CDM Smith is seeking an Industrial Client Service Leader with a strong industrial water... ...Developing and maintaining high value relationships with industrial clients • Growing market... ...not limited to, the role, function and associated responsibilities, relevant work...Temporary workWork experience placementH1b- ...Healthcare, an established scientific agency within IQVIA, seeks a Client Services Manager to coordinate ongoing projects and support a range... ...life sciences initiatives. You will build meaningful client relationships, manage communications, and contribute to project plans and...Work at office
- ...wealth management and investment products and services for individuals, companies, and... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their...Seasonal workWork at officeWork from homeShift workDay shift
- IQVIA is seeking a VP of Client Services to lead client relationships and oversee multi-disciplinary project teams within IQVIA’s life sciences services. The role focuses on delivering projects with operational excellence, leading account teams, and driving growth with...
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