Financial Services Trainee — Client Solutions & Licensing
Bank of America ATM
Bank of America is seeking a dedicated representative to provide phone-based services, focusing on client relationships and financial solutions. This role includes managing inbound service calls and referring clients to specialized sales teams. Candidates should possess strong communication skills and a desire for a long-term career in financial services. The position requires a minimum of a High School Diploma, with preference for those holding a Bachelor's Degree or relevant experience. The role offers a dynamic work environment in Lincoln, Rhode Island, with a full-time schedule of 40 hours per week. #J-18808-Ljbffr Bank of America
$65k - $85k
A leading financial institution in Lincoln, RI is seeking a National Financial Solutions Advisor. This position provides advice to help clients achieve financial goals and offers opportunities for... ...will possess the Series 7 and 66 licenses, demonstrate strong...Suggested- ...Investment Specialist Trainee (Obtain SIE Series... ...to help make financial lives better through... ...for our clients, teammates, communities... ...shaped by military service, community college... ...point into a fully licensed financial services... ...needs and find proper solutions to meet those...TraineeshipWork at officeFlexible hoursShift workDay shift
- ...National Financial Solutions Advisor I (Series 7 Required) Riverside, Rhode Island;Lincoln, Rhode... ...Growth and delivering for our clients, teammates, communities and shareholders... ...care with industry leading products, services, and education. Robust marketing support...SuggestedWork at officeShift workDay shift
$65k - $85k
...common purpose to help make financial lives better through the power... ...Growth and delivering for our clients, teammates, communities and... ...achieve their financial goals; solutions include investment, banking,... ...with industry leading products, services, and education. Robust...SuggestedWork at officeShift workDay shift$150k
A financial services company is seeking a Licensed Insurance Agent to provide trusted financial guidance and customized insurance solutions. Responsibilities include building client relationships, prospecting for new clients, and analyzing financial situations. The role...Suggested$26.44 - $36.06 per hour
Bank of America is seeking a Financial Assistant in East Providence, Rhode Island... ...This position focuses on educating clients about investment options and... ...candidate will have Series 7 and 66 licenses, excellent customer service skills, and a passion for financial...Hourly pay- Client Service Manager I / II (Custody) - Wealth Client Experience Time onsite: required to work... ...and/or service experience in the financial services industry Series 7 required Career... ...environments Analytical thinking and solution delivery for complex challenges Proven...Work at office
- Sales & Relationship Management Client Service Manager II - (Custody) - Wealth Client Experience... ...and/or service experience in the financial services industry preferred Series 7 required... .... You think analytically and deliver solutions to complex challenges. Your proven...Work at office
- Trispoke Managed Services Pvt. Ltd. is seeking a dedicated team member for Commercial Operations to meet and exceed... ...colleagues, perform root-cause analysis, and implement solutions to improve service levels and client experience. You will handle inquiries across Cash...
$65k - $85k
About the Role The National Financial Solutions Advisor (NFSA I) ensures clients receive comprehensive financial advice, connecting them with investment, banking... ...’s degree. 0-2 years experience in financial services or a metrics‑based sales environment. Experience assessing...Shift workDay shift- ...America in Providence, RI is seeking a Client Experience Specialist to engage lobby clients, educate on self-service options like mobile and online... .... You will listen to clients' financial goals and connect them with suitable solutions while delivering a welcoming service...Weekend work
- ...Implementation Project Manager - Wealth Client Experience Location :... ...The Client Conversion Services (CCS) Implementation team plays... ...degree preferred). 5+ years of financial services experience, ideally... ...wide spectrum of investment solutions, products, and services offered...Work at office
- Fidelity in Smithfield, Rhode Island is seeking a Client Service Manager III to serve as the primary point of contact... .... The ideal candidate will have over five years of financial services experience, a Series 7 license, and strong analytical skills. Excellent communication...
- Soteria Reinsurance Ltd. seeks a Client Service Manager III to provide dedicated service to Registered Investment... ...-first mindset, with a minimum of 5 years in financial services. Proficiency in Microsoft Office and a Series 7 license are essential. This role offers a...Work at office
$21 - $23 per hour
...Join to apply for the Client Success Coordinator role at Medicare... ...clients—providing high-quality service and support as they navigate... ...begin as a Customer Success Trainee , mastering the basics of Medicare... ...‑term growth in operations, licensing, or leadership A professional...TraineeshipFull timeWork at officeMonday to Friday- Client Service Manager (I / II) Do you want to work for a fast paced, growing organization where... ...and/or service experience in the financial services industry Series 7 required Role... ...Analytical thinking and ability to deliver solutions to complex challenges Proven...Work at office
- Fidelity is seeking a Client Service Manager I / II to support Registered Investment Advisors (RIAs) in Smithfield, RI... ...will have over 5 years of experience in the financial services sector and a Series 7 license. A Bachelor’s degree is preferred, along with strong...
- ## Trade Service Manager - Wealth Client ExperienceApplylocations: Smithfield, RI: Westlake, TXtime type: Full timeposted on... ...(preferred; or at least 3 years experience in financial services related field)o Series 7 licensing requiredo 1-2 years in financial asset/brokerage...
- ## Client Service Manager II (Custody) - Wealth Client ExperienceApplylocations: Westlake, TX... ...operations and/or client service experience in financial services* Series 7 required* Working... ...within Fidelity Clearing & Custody Solutions (FCCS), which supports RIAs, asset...Work at office
$110k - $222k
...auditing skills, expand your knowledge of financial services, and give you the opportunity to... ...industry? There is no better place to drive solutions for improving internal controls than... ..., CPA, CIA, CISA) and/or registration/licensing preferred. ~12 plus years of...Full time- ...Implementation Project Manager - Wealth Client Experience Fidelity is... ...The Client Conversion Services (CCS) Implementation team guides... ...business or finance. 3-5 years of financial services experience, ideally... ...wide spectrum of investment solutions, products, and services...Full timeWork at office
- Job Description The Client Service Manager III (CSM III) serves as the primary point of contact... ...and/or client service experience in financial services Series 7 required Strong knowledge... ...at Fidelity Clearing & Custody Solutions (FCCS). This team is responsible for delivering...Work at office
$125k
...customers in the three core areas of Client Gartner Magic Quadrant Leaders... ...company rated them most innovative financial tech company in 2013 Job Description... ...to fill: Sales Executive, Fraud Solutions Industry: Specialized IT Services Location: Candidate can be located...Temporary work$150k
...As a Licensed Insurance Agent with New York Life, you... ...role in providing trusted financial guidance and customized insurance solutions to individuals,... ...position, you will assess client needs, educate them on... ...appropriate products and services, such as life insurance...$28.85 - $36.06 per hour
...for their Lincoln location. This role involves providing financial guidance, educating clients on investment products, and achieving client... ...Successful candidates will hold Series 7 and Series 66 licenses and possess strong communication skills. The position offers...Hourly pay- ...monitoring loans within the portfolio. Candidates should have a Bachelor’s Degree with relevant financial services experience and be prepared to achieve required licenses within the first year. The role requires at least 2 years of experience in financial product sales...
$38.25k
...a global leader and innovator in the financial services industry. We believe that our employees... ...This role involves providing tailored solutions for banking, lending and investment products... ...maintain strong relationships with clients to understand their financial needs...Hourly payFull timeContract workWork experience placementWork at officeAfternoon shift- ...Providence, RI, where you’ll work one-on-one with clients to tailor personalized insurance and financial solutions. We emphasize growth, purpose, ownership, and... ...Financial Group. Entry-level sales opportunity with licensing coursework provided. The program includes SIE...
- A financial services leader is seeking a Customer Relationship Advocate in Smithfield, RI. This role emphasizes... ...exceptional customer service skills, licensing preparation, and continuous learning. You'll assist Fidelity’s clients by handling various inquiries while...
$25 - $26.77 per hour
...common purpose to help make financial lives better through the power... ...Growth and delivering for our clients, teammates, communities and... ...- whether shaped by military service, community college education,... ...priorities and connecting clients to solutions that meet the financial goals...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift
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