Managed Accounts Advisory Specialist (Client‑Facing)
Fidelity Investments Inc.
Fidelity Investments Inc. seeks an Investment Management Consultant II to act as a subject matter expert on managed accounts, focusing on customer experience, retention, and sales in partnership with the client's Financial Consultant team. This client‑facing role handles complex managed account sales and service needs, including Annual Plan Reviews, risk mitigation, and representing Advisory Services’ voice to the customer. #J-18808-Ljbffr Fidelity Investments Inc.
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Managed Accounts Advisory Specialist (Client‑Facing) in Smithfield, RI vacancy
- UMB Bank in Providence, Rhode Island is seeking a Commercial Service Specialist to manage client relationships and support daily operations for commercial banking clients. You will be the primary contact for clients, helping them with their banking needs and ensuring a...Suggested
- Empowered Sales Client Representative Take control of your future! We're seeking ambitious, high-performing individuals for a remote sales... ...expert financial solutions (Life Insurance, IULs, Annuities). Manage the entire sales journey. Host engaging virtual presentations....SuggestedRemote jobFor contractorsFlexible hours
- Kintra Wealth, located in Greenville, RI, is seeking a dedicated team member to provide client and administrative support to financial advisors. The ideal candidate will exhibit strong interpersonal skills, be detail-oriented, and possess a genuine desire to help others...Suggested
- ...Our client in Northern RI is seeking an energetic and reliable Direct Hire Office Administrator... ...Bookkeeping accuracy and completeness (Accounts Payable, Accounts Receivable, Payroll);... ...~ Bookkeeping experience ~ Experience managing positive relationships with internal and...SuggestedWork at office
Business And Technology Solutions, LLC
North Smithfield, RI5 days ago - ...communication with external customers and colleagues. Specialist will perform root cause analysis to identify... ...decrease operational effort, and increase the overall client experience. Responsibilities Serve Cash management, ACH and Commercial Card customers via request...SuggestedMonday to Friday
Trispoke Managed Services Pvt. Ltd.
Johnston, RI2 days ago - Granite Telecommunications in Lincoln, Rhode Island is seeking a Relationship Development Associate to manage a dedicated portfolio of client accounts. This role focuses on proactive account management, strategic engagement, and increasing revenue through upselling. Ideal...
- RadNet, Inc. is seeking a Relationship Development Associate to manage a dedicated portfolio of customer accounts. This role emphasizes proactive account management and strategic engagement with clients to increase revenue through upselling. The ideal candidate will possess...
$97k - $135k
...and unleashing our clients to Do Great Things... ...adviser and managed service provider with... ...doing: The Renewals Specialist owns the end-to-... ...portfolio of enterprise accounts - serving as a primary client-facing point of contact... ...Partner with Advisory & Consulting teams...Full timeContract workTemporary workRemote workWork from homeFlexible hoursEnsono
Providence, RI3 days ago- Trispoke Managed Services Pvt. Ltd. is seeking a dedicated team member for Commercial Operations to meet and exceed department service... ...analysis, and implement solutions to improve service levels and client experience. You will handle inquiries across Cash management,...
- ...outreach and targeted prospecting. You will work with a paired Lender, learn lending fundamentals, manage pipeline, and help expand Renovo’s market presence at local events and client meetings. The role emphasizes hands‑on training, relationship building, and collaboration...Local area
- ...Telecommunications is seeking a Relationship Development Associate to manage a dedicated client portfolio and drive revenue through upselling. You will... ..., use in-depth product knowledge, and develop strategic account plans to grow existing accounts. The role emphasizes...
$61.42k - $101.34k
...supervision of BH Finance and Supply Chain Leadership, Lead Supplier Accounts Specialist is responsible for leading the accurate and timely... ...Plays a critical role in directing Supplier Accounts work, managing high‐value supplier accounts, ensuring the accurate and timely...Shift work$25.25 - $31.25 per hour
...Bowman has an opportunity for a Project Accounting Coordinator to join our team remotely in... ...to provide unparalleled service to our clients. Purpose Responsible for the project... .... Assist and work with the Project Manager to ensure accurate and timely billing....Hourly payFor subcontractorWork at officeRemote workBowman
Providence, RI3 days ago- ...is reimagining how businesses manage their workforce by bringing payroll, HR, benefits, and advisory services together into a... ...invest in innovation, simplify client experiences, and shape the future... ...activity ~ Resilience, accountability, and a results-driven approach...Full timeContract workPart timeInternshipLocal areaFlexible hours
Paychex
Providence, RI4 days ago $15 - $18 per hour
...Client Service Representative Are you looking to join a team that values your ability... ...Parental leave Why We Need You: As the face of VCA Blackstone Valley, the Client... ...housebreaking, and flea & tick control). Managing medical records, charts, reports and...Part timeVCA Animal Hospitals
Uxbridge, MA5 days ago- ...Our client in Pawtucket, RI is seeking a Direct Hire Bookkeeper / Office Administrator. The Bookkeeper / Office Administrator will be... ...data entry, proofreading, coordinating appointments and meetings, managing schedules, handling phone inquiries & making outbound calls,...Work at office
Business And Technology Solutions, LLC
Pawtucket, RI3 days ago $21 - $23 per hour
...Join to apply for the Client Success Coordinator role at Medicare Joe ® Base pay range $21.00/hr - $23.00/hr Schedule: Monday–Friday... ...from Trainee to Advisor within 60–90 days Structured support from managers and senior team members Opportunities for long‑term growth in...Full timeTraineeshipWork at officeMonday to FridayMedicare Joe ®
Lincoln, RI5 days ago- KLR is seeking a Tax Manager to join our Private Client Services Team on a flexible hybrid basis, providing tax and consulting services to high net... ...candidate will have a Bachelor's or Master's degree in Accounting or Tax, CPA certification, and over 6 years of public accounting...Local areaFlexible hours
- ...team with early exposure to meaningful responsibility and direct client exposure. The position covers a wide range of commercial and... ...corporate disputes, including strategy, drafting, discovery, and court‑facing work, with mentorship and opportunities for growth....
$100k
...addressing customer concerns and coordinating vehicle service for each client effectively. With a competitive salary range of $40,000.00 - $1... ..., the ideal candidate will possess strong communication, time management, and computing skills necessary for success in this role. #J-1...- ## Representative, Client Services - Sep 2026 (Smithfield)Applylocations: Smithfield, RItime type: Full timeposted on: Posted Yesterdayjob... ...preferred* Experience working in a very dynamic environment managing competing priorities* Effective time management skills to meet...Work experience placement
- 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...
- ...Description Welcome customers, visitors, and clients with a friendly and professional demeanor. • Process cash, credit card, and check transactions accurately and manage daily cash handling procedures, including balancing receipts. • Answer and direct incoming...Work at officeAfternoon shift
Tasca Automotive Group
Cranston, RI3 days ago $92.2k - $115.3k
...Department: Sales, Marketing & Product Management Country: United States of America... ...for their enterprise; the nature of accounts tend to be cross-divisional and high velocity... ...services to customers, onboarding new clients, establishing a long-term strategy for customer...Full timeContract workTemporary workPart timeWork experience placementRelocationVisa sponsorshipJ.B. Hunt Transport
Providence, RI5 days ago- ...overnight, Friday and Saturday from 11 PM to 7 AM, where you'll greet guests and handle check-in/check-out procedures. You'll also manage reservations and ensure a smooth experience for our guests. The ideal candidate will have customer service experience in a hotel setting...Part timeNight shiftWeekend work
Courtyard Lincoln
Lincoln, RI5 days ago $25.96 - $29.81 per hour
...team can deliver a world-class client experience. The role exists... ...of its physical and client-facing presence. This is an... ...to the Finance, HR & Admin Manager. Excellence looks like clean... ...at every touchpoint. CORE ACCOUNTABILITIES Facilities & Office Management...Hourly payFull timeContract workTemporary workFor subcontractorWork at officeShift work- ...expanding! We are looking for highly motivated Account Sales Representatives to join our fast-... ...As a trusted advisor, you’ll guide clients through important financial decisions—... ...cold calling!). Client Relationship Management: Build trust and long-term relationships...Remote jobWork from homeFlexible hours3 days per week
£26.44k per year
...the Brentford branch, covering the West London area. If you enjoy managing your own schedule and solving unique customer problems in person... ...retail or sales is advantageous as you will be expected to work face‑to‑face with customers regularly. You may be required to pass a...Permanent employmentFull timeRelocation packageMonday to FridayRentokil Inc
Uxbridge, MA1 day ago- ...middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has...Full time
$18.5 - $38.82 per hour
CVS Health is seeking an Accounting Senior Coordinator in Cumberland, Rhode Island to manage bank reconciliations and collaborate with field management. The role encompasses month-end closing operations and requires proficiency in Microsoft Office, especially Excel, along...Hourly payFull timeWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Managed Accounts Advisory Specialist (Client‑Facing). Be the first to apply!
Related searches
- entry level management training Smithfield, RI
- sales management training program Smithfield, RI
- wealth management relationship manager Smithfield, RI
- asset management intern Smithfield, RI
- store management trainee Smithfield, RI
- identity management Smithfield, RI
- director of inventory management Smithfield, RI
- entry level emergency management Smithfield, RI
- management development program Smithfield, RI
- management opportunity Smithfield, RI