Wealth Management Client Services Associate
Bank of America ATM
Bank of America Merrill Wealth Management is seeking a client-focused client service professional to support multiple Financial Advisors, delivering tailored banking and investment solutions. You’ll serve as the primary contact for client needs, drive service excellence, and help advance enterprise objectives while maintaining risk controls. The role emphasizes a client-first mindset, adaptability in a fast-paced environment, and collaboration with FAs to ensure seamless service delivery. #J-18808-Ljbffr Bank of America
- Harkins Wealth Management is a fee-only fiduciary wealth management firm specializing... .... With a collaborative and client-focused approach, we aim to... ...impact in the financial services industry. Our focus is on... ..., on-site Client Services Associate to join our team. The Client...SuggestedFull timeWork at office
- ...Loring Advisory Group, a founding partner of Kintra Wealth, is a dynamic, multi-faceted wealth management firm based in Greenville, RI. We are seeking a... ...growing firm dedicated to providing exceptional service to our clients. Applicants should possess exemplary...Suggested
$25 - $44 per hour
...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift- ...leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1... ...services and investment advisory and asset management services. Job Description The firm is seeking a Client Service Associate to join our Private Client Division in...SuggestedLocal area
$45k - $70k
...Embrace RBC Wealth Management’s core values and inclusive culture as an integral part... ...financial advisors and our clients. As a Registered Client Associate, become a trusted resource to our... ...Such responsibilities may include servicing clients, researching problems, processing...SuggestedFull timeFlexible hours- ...culture while enhancing experiences for Client customers. Within the role, the supervisor... ...team within the call center operations service area to maintain a smooth and efficient... ...center. Responsibilities Assist with the management of transition services agreements for...Contract workWork at officeLocal areaRemote work
$211.72k
...CDM Smith is seeking an Industrial Client Service Leader with a strong industrial water... ...facility capital projects, meet water management objectives, comply with environmental... ...not limited to, the role, function and associated responsibilities, relevant work experience...Temporary workWork experience placementH1b- ...JJob Title: Account Manager Job Type: FT Location: #LI- Hybrid... ...We are passionate about our clients having a great experience and... ...system capabilities and our services for each client’s unique needs... ...is preferred. Preferred associate or bachelor’s degree but not...Full timeWork experience placementSeasonal workWork at officeLocal areaMonday to FridayFlexible hours3 days per week
- ...Job Description Job Description Job Title: Lending Servicing Manager Department: Servicing FLSA Status: Exempt Location : Providence... ...for the benefit of more than 17,500 low- and moderate-income clients and community organizations. Position Summary: The Lending...Work at office
$71.7k - $129.5k
...Total Rewards. Employees enjoy multiple wealth-building opportunities through our annual... ...T-Mobile’s unparalleled product and service line. This is a true hunter role! We're... ...Preferably Within A Commissioned EnvironmentTask Management: Ability To Work Well In A Dynamic, Fast...Full timeTemporary workPart timeLocal areaFlexible hours$26.97 - $45.29 per hour
...business system, NetSuite includes financials, inventory management, HR, professional services automation, commerce, and more. Tens of thousands of... ...Disclaimer: Certain U.S. based or U.S. customer or client-facing roles may be required to comply with applicable requirements...Hourly payTemporary workFlexible hours$65k - $70k
...leading business development and account management efforts in your assigned territory. This... ..., enhancing market share, and fostering client relationships. The role involves... ...management, assessing client needs, delivering service presentations, client/family consultations...Work at office- ...Senior Enterprise Account Manager role at RxVantage At RxVantage, we transform how medical... ...We’re looking for an experienced client-facing Senior Enterprise Life Sciences Manager... ...and work with them to ensure impeccable service and thoughtful guidance on getting the...Full timeTemporary workLocal areaFlexible hours
- ...JOB SUMMARY : The Account Manager is responsible for managing client relationships and driving sales growth. In some territories, this position may oversee a team of service personnel and therefore requires the ability to balance strategic sales objectives with operational...Local areaRemote workNight shift
$100k - $120k
...Fully Remote, Must be ET or CTJob Title: Remote Customer Marketing Manager - $100-$120k (B2B SaaS, CRM)Salary: $100-$120k base, benefits,... ...offer an intuitive web-based CRM for financial advisors and wealth managers.We recently closed out Series C for $200MM are are in...Remote work$69k
...and clear paths for advancement into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals... ...relationship-building skills Sales or customer service experience is helpful but not required...Remote workWork from homeFlexible hours- ...Experience:Bachelor's degree in construction management or related field is... ...communication skillsStrong level of customer service skills and professionalismStrong estimating... ...real estate assets. You will ensure our clients properties meet the changing organizational...Hourly payContract workTemporary workFor contractorsWork at officeRemote workRelocationFlexible hours
- ...arrival. Listen to and understand customer concerns, diagnosing service needs and recommending the appropriate maintenance or repair... ...to ensure satisfaction and address any further needs. Manage appointments and schedules for service work to optimize the service...
$16 - $18 per hour
...Critical Skills & Experience Requirements Excellent customer service and communication skills. Ability to work effectively in a... ..., equitable and inclusive environment for our Guests, Associates, business partners, vendors, and the communities we serve....$16 - $18 per hour
...Critical Skills & Experience Requirements Excellent customer service and communication skills. Ability to work effectively in a... ...respectful, equitable and inclusive environment for our Guests, Associates, business partners, vendors, and the communities we serve. Topgolf...$24.09 - $38.51 per hour
...business system, NetSuite includes financials, inventory management, HR, professional services automation, commerce, and more. Tens of thousands of... ...application solutions within an existing base of NetSuite clients. Maintain and develop an active pipeline of forecasted...Hourly payContract workTemporary workWork at officeFlexible hours3 days per week$80k - $175k
...opportunity! We’re looking for a results-driven Dealership Account Manager in Providence, RI to join our growing field sales team. In... ...Support and Relationship Management: Provide exceptional service and consultative support to dealer partners through on-site visits...Full time- Jackson Hewitt - JobID: 100-168270536 [Customer Service Representative] As a Client Support Associate at Jackson Hewitt, you'll: Be the friendly face for all those who visit the offices, ensuring exceptional client experiences and providing essential support; Actively engage...Immediate start
- ...others? If you answered “ yes ” and are a customer service-minded champion, we are hiring Financial Customer Associates (FCA) in our Smithfield site. In this full-... ...to more sophisticated calls related to our clients 401K plans. In the subsequent months, you will...Hourly payFull timeWork at officeMonday to FridayShift workNight shift
- ...regarded, multi-state law firm serving clients across the East Coast. Our practice spans... ...What sets us apart is our firm-wide client service model: clients are clients of the firm,... ...schedule to fit your life. With open management, a commitment to inclusion, diversity,...Work at officeLocal areaFlexible hours2 days per week3 days per week
$120k - $145k
KLR is one of the largest full-service CPA and business advisory firms in New England... ...innovation. We are seeking a Tax Manager to join our Private Client Services Team on a flexible hybrid... ...limited to the role, function and associated responsibilities, a candidate's work...Full timeWork experience placementPrivate practiceLocal areaMonday to FridayFlexible hoursAfternoon shift$69.99k
...leading security and facility services company, offers rewarding... ...is hiring a Security Account Manager in Providence, RI. As an Account... ...schedule security officers, meeting client contract hours while... ...veteran status, or relationship/association with a protected veteran, or...Contract workWork at officeLocal area- The Patient Services Associate I answers incoming calls to schedule Radiology appointments and makes outgoing calls to patients and physicians... ...to Patient Services Supervisor or Patient Services Manager as appropriate. Completes any additional job duties as assigned...Work at office
$60k - $100k
...Job Description Job Description Protech Automotive Services, a leading family-owned automotive repair shop specializing in servicing... ...and dedicated Service Advisor. Our team thrives on trust, client-focused service, quality, and professionalism. We seek a Service...Monday to Friday- ...Service Manager duties and responsibilities A Service Manager will need to fulfil the following important duties and responsibilities to excel at their job: Developing and implementing service standards and procedures for the service delivery department Setting...For contractors
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