Wealth Management Client Advocate
Bank of America
Bank of America Merrill Wealth Management seeks a client service professional to support multiple Financial Advisors, delivering tailored wealth management assistance and banking solutions. You will act as a principal client contact, ensuring timely, accurate materials and proactive service in a fast-paced environment. Ideal candidates will demonstrate a client-first mindset, strong communication skills, and ability to navigate evolving responsibilities while maintaining compliance and risk #J-18808-Ljbffr Bank of America
$26.5 - $42 per hour
...Merrill Wealth Management Job OpportunityMerrill Wealth Management is a leading provider of comprehensive wealth management and investment... ...guidance.Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through...SuggestedHourly paySeasonal workFlexible hoursDay shift- ...Registered Wealth Management Client Associate Onsite Full Time hours are 37.5 hours per week Providence, RI Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA...SuggestedHourly payFull timeSeasonal workRelocationFlexible hours
- ...Wealth Management Client Associate Providence, Rhode Island To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying for...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- RBC Wealth Management in Providence, RI is seeking a Client Associate/Registered Client Associate to support financial advisors and clients with account inquiries, onboarding, and documentation. You will process transfers, trades, and payments while ensuring compliance...Suggested
$69k
...Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals and families. What We Offer Remote, work...SuggestedRemote jobWork from homeFlexible hours- RBC Wealth Management is seeking a Client Associate/Registered Client Associate in Providence, RI, to support financial advisors and clients with account questions, documentation, and transactions in a fast-paced, collaborative environment. You'll build relationships, ensure...
- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals... ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through...Seasonal workWork at officeWork from homeShift workDay shift
- RBC Wealth Management’s Providence branch seeks a Registered Client Associate to support financial advisors and clients with account questions, documentation, and transactions. You will maintain records, onboard new accounts, and ensure compliance while delivering excellent...
- PowerToFly is seeking Registered Client Service Associates to provide exceptional service to clients and support Financial Advisors in... ...relationships. The successful candidate will interact with clients, manage service requests, and support day-to-day operations. Applicants...
$45k - $70k
...What is the opportunity? Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use...Full timeFlexible hours$45k - $70k
...Job Description What is the opportunity? Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Registered Client Associate, become a trusted resource to our clients...Full timeFlexible hours$45k - $70k
Job Description Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch...Full timeFlexible hours- ...Harkins Wealth Management is a fee-only fiduciary wealth management firm specializing in ESG (Environmental, Social, and Governance) investing... ...their portfolios with their values. With a collaborative and client-focused approach, we aim to make a meaningful impact in the...Full timeWork at office
$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; we revolutionize it! We're a team of innovators, dreamers, and creators who believe in the power of financial independence. With...Remote jobPart timeFlexible hours- GFI Team Ikigai is looking for a part-time Client Service Advocate to provide exceptional service and innovative solutions. This role involves nurturing client relationships and addressing financial needs, ensuring a high level of satisfaction. You will educate clients...Remote jobPart timeFlexible hours
- ...Brokerage Inc. in Rhode Island seeks an experienced Claims Specialist to proactively manage the claims process for Tier 1 clients, serving as the primary contact through resolution and advocating on coverage analysis. The role includes reviewing loss runs, visiting large...
- ...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 friendly... ...dedicated to providing exceptional service to our clients. Applicants should possess exemplary interpersonal...
- ...Job Title Under indirect supervision, provides and manages access to local medical care in the area of operation, providing support... ...professional and calm persona, with a confident ability to liaise with client management as required. Utilize local knowledge to arrange...Work at officeLocal areaRemote work
$19 per hour
...Hour Employee Type Non-Exempt P/T Hourly Manage Others No Contact information Email ****@*****.*** Job Title: Relief Advocate (As-Needed) Job Location: Northern Rhode Island... ...statewide. Our goal is to help our clients rebuild their lives, piece by piece, through...Hourly payFull timeTemporary workWork experience placementLocal areaFlexible hoursShift workWeekend workAfternoon shift$65k - $85k
Join Our Team: Client Service Advocate at GFI Ikigai About Us Welcome to GFI Ikigai, where we bring innovation to the forefront of financial literacy. We are committed to transforming communities and making financial independence accessible to everyone. Through our cutting...Remote jobPart timeFlexible hours- GFI Team Ikigai in Warwick, Rhode Island, is looking for a Client Service Advocate. This remote part-time position emphasizes nurturing client relationships through top-tier service. You'll educate clients on financial topics and develop personalized financial plans while...Remote jobPart timeFlexible hours
- ...an attorney to join a dedicated employment litigation and counseling practice representing management. This role offers a mix of litigation and advisory work with direct client interaction and hands-on responsibility. You will handle a range of employment disputes, draft...
- ...candidate will be highly organized, detail-oriented, and capable of managing cases from inception through trial while upholding the firm’s... ..., and the ability to supervise mediation, prepare briefs, and maintain client communication. #J-18808-Ljbffr DarrowEverett LLP
- ...of civil litigation, from case inception to trial, with direct client contact. Remote and hybrid work options are available after initial... ...tasks to paralegals as needed. Prepare discovery responses and manage document production. Attend depositions, hearings, and other...Full timeCasual workRemote work
- A healthcare provider is seeking an experienced Registered Nurse to act as a patient advocate and implement nursing processes. Responsibilities include assessing patient conditions, collaborating with the healthcare team, and participating in quality improvement initiatives...Full time
$20 per hour
...rewarding short and long-term independent contract opportunities. Direct Support Shelter Advocates East Providence - Immediate Start! HOURLY RATE * $20/hr SUMMARY OF CLIENT'S DESCRIPTION OF THIS OPPORTUNITY * Provide care and support to homeless individuals...Hourly payLong term contractContract workTemporary workFor contractorsSelf employmentWork at officeImmediate startFlexible hours- ...of civil litigation, from case inception to trial, with direct client contact. Remote and hybrid work options are available after initial... ...tasks to paralegals as needed. Prepare discovery responses and manage document production. Attend depositions, hearings, and other...Full timeCasual workRemote work
- ...-on tax preparation and expert advice at on-site TurboTax locations. You will work with a team of financial professionals, guiding clients through personal and business tax needs and connecting them with broader Intuit services. You’ll act as a community ambassador, growing...Local area
$21.75 per hour
...Customer Advocate The Customer Advocate is one of Safelite's first impressions with our customers. From managing administrative processes, scheduling, work orders and invoicing, to... ...be successful. View all our health, wealth and life offerings at What You'll Do...Weekly pay- POSITION SUMMARY Registered Client Service Associates provide exceptional service to our... ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis... ...projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT: • Answering...Work at officeLocal area
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