Senior Premium RIA Client Experience Manager
Fidelity Investments
Fidelity in Smithfield, Rhode Island is seeking a Client Service Manager III to serve as the primary point of contact for a select group of Registered Investment Advisors. This role involves managing complex client relationships, educating clients, and resolving operational needs. The ideal candidate will have over five years of financial services experience, a Series 7 license, and strong analytical skills. Excellent communication and leadership capabilities are essential for success in this fast-paced environment. #J-18808-Ljbffr Fidelity
- Fidelity Investments is seeking a Client Service Manager III in Smithfield, Rhode Island, who will... ...contact for Registered Investment Advisors (RIAs). You will manage complex client... ...Bachelor’s degree and 5+ years of relevant experience, along with Series 7 certification....Senior
- Fidelity Investments Inc. is inviting applicants for the Client Service Manager position in Smithfield, Rhode Island. This role involves servicing... ...service and offers internal career paths for advancement. Experience in this role contributes significantly to client...Suggested
- ## Client Service Manager I / II (Custody) - Wealth Client ExperienceApplylocations... ...and/or service experience in the financial... ...Investment Advisors (RIAs) that custody their... ...market advisors* Premium - works with the... ...Operations Manager or Senior Director**The Skills...SuggestedWork at office
- Job Description The Client Service Manager III (CSM III) serves as... ...Investment Advisors (RIAs) who have custody... ...primarily within the Premium segment. This role is... ...and/or client service experience in financial services... ...Operations Manager, Senior Director) The team is...SuggestedWork at office
- Client Service Manager I / II (Custody) - Wealth Client Experience Time onsite: required to work most days in the... ...Investment Advisors (RIAs) that custody their... ...middle‑market advisors Premium - works with the largest... ...management, or senior director roles. The Skills...SuggestedWork at office
- ## Client Service Manager II (Custody) - Wealth Client ExperienceApplylocations... ...Investment Advisors (RIAs) within Fidelity’s... .../or client service experience in financial services... ...(CSM II focus)* Premium - largest and most... ...Manager or Senior Director**How Your Work...Work at office
$28.85 - $36.06 per hour
...Investment Consultant II – Merrill Premium Base location: Lincoln, Rhode Island (on‑site... ...to meet their goals. You will manage client issues, conduct research, communicate solutions... .... Desired Qualifications Call center experience. Previous brokerage experience. 1+ years...Hourly payWork at officeFlexible hoursShift workDay shift- ...Investment Consultant II - Merrill Premium Riverside, Rhode Island;... ...and delivering for our clients, teammates, communities and shareholders... ...include owning the management, research, and communication... ...Qualifications: ~ Call center experience is preferred but not required...Work at officeFlexible hoursShift workDay shift
- Soteria Reinsurance Ltd. is seeking a Client Service Manager II to be the primary contact for Registered Investment Advisors within Fidelity'... .... The ideal candidate will have 5+ years of client service experience, Series 7 certification, and strong communication skills. The...Full time
- Fidelity is seeking a Client Service Manager I / II to support Registered Investment Advisors (RIAs) in Smithfield, RI. In this role, you will manage client satisfaction... ...ideal candidate will have over 5 years of experience in the financial services sector and a Series...
- Sales & Relationship Management Client Service Manager II - (Custody) - Wealth Client Experience Published: May 13 ID: 2129360 Time onsite: blend of both onsite and offsite... ...II) supports Registered Investment Advisors (RIAs) that custody assets with Fidelity This role is...Work at office
- Soteria Reinsurance Ltd. seeks a Client Service Manager III to provide dedicated service to Registered Investment Advisors (RIAs) in the Premium segment. This role demands handling complex client relationships and operational needs. The ideal candidate will possess strong...Work at office
$94.2k
...budget, and to the required quality standards. This includes managing resources, mitigating risks, and fostering effective communication... ...Information Technology, Business or related field or relevant experience and/or education as determined by the company in lieu of...SeniorFor contractorsWork at officeLocal area$90k - $100k
...the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there... ...Fortune Best Workplaces in Financial Services & Insurance Client Service Manager - Casualty Claims Experience Required (Auto, GL or WC) -...Flexible hours- CVS Health is seeking a Pharmacy Benefit Management Client Experience Manager in Providence, Rhode Island. This role involves managing client support and member support functions to drive business growth and maintain customer relationships. The ideal candidate has over...
$46.99k - $122.4k
...shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate... ...community at a time. Position Summary The Pharmacy Benefit Management Client Experience Manager examines sales, account management, and business...Hourly payFull timeTemporary work- Bally's Twin River Lincoln, located in Lincoln, RI, is seeking dedicated staff to enhance guest experiences by providing exceptional service. Your responsibilities will include maintaining room status, resolving guest issues, and ensuring equipment functionality. The ideal...Flexible hours
- Residence Inn Providence Lincoln is seeking a Guest Service Representative to ensure a remarkable experience for all guests. Responsibilities include check-in, front desk operations, and addressing guest needs with the utmost professionalism. The ideal candidate possesses...Immediate start
- CVS Health in Providence, Rhode Island is looking for a Senior Manager, Customer Experience Intelligence to drive a customer-centric culture. This role emphasizes AI and data-driven insights to enhance healthcare experiences for customers and colleagues. As a leader, you...SeniorFull time
- ...credit union in Rhode Island seeks an AVP Credit Card Portfolio Manager to oversee consumer and business credit card portfolios. This... ...analytics. Ideal candidates will have at least 3 years of experience in credit card management, strong analytical and problem-solving...Senior
- ...helping CVS Health achieve optimal customer experiences Lead analysis of customer experience... ...data into actionable insights for senior leadership Identify risks and opportunities... ...leading projects end-to-end 1+ Created and managed a team of AI Agents #J-18808-Ljbffr...Senior
- ...Departments and Registered Investment Advisors (RIAs) as they join Fidelity. Support... ...of the implementation lifecycle, managing client relationships with minimal oversight, navigating... ...conversion paths. Lead the client experience from start to finish, establishing...Senior
$75.4k - $199.14k
...connected, convenient, and compassionate health experience. At CVS Health®, you’ll be part of a... ...into clear, actionable insights for senior leadership. Connect customer experience... ...drivers to business performance metrics and Management Incentive Plan (MIP) outcomes. Identify...SeniorHourly payFull timeTemporary workLocal area$75.4k - $199.14k
...a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues... ...creating optimal experiences for customers, members, clients and colleagues. The Senior Manager of Enterprise Customer Experience Analysis will play a...SeniorHourly payFull timeTemporary workLocal area$18.73 - $21.94 per hour
...Supervisor responsible for supervising staff and ensuring guests enjoy their shopping experience. The role involves coaching employees, adhering to operational policies, and managing cash processes. Qualified candidates must have a high school diploma, be organized, and...Flexible hoursNight shift$90k - $120k
Sentec is seeking a Senior Financial/Cost Analyst to support North America operations, particularly at the Sandpoint, Idaho manufacturing... ...'s degree in accounting or finance, 3+ years of relevant experience, and proficiency in Excel. The position offers a salary range of...Senior- Community Resources For Justice, Inc. in Providence, Rhode Island, is looking for a Senior Employee Experience & Culture Specialist to enhance employee relations and internal communications. This pivotal role designs programs to improve employee engagement and organizational...Senior
- ...involves reviewing systems for compliance, generating recommendations, and presenting findings to management. The ideal candidate will have 2-3 years of audit experience and a Bachelor’s Degree in a relevant field. Familiarity with audit software and gaming industry experience...Senior
- CAI is seeking a Senior AI Experience Designer to create human-centered AI interaction experiences, including workflows and feedback loops. This full-time remote position requires 8+ years in UX or product design. The ideal candidate values collaboration and has experience...SeniorRemote jobFull time
$98.57k - $102k
The Hispanic Alliance for Career Enhancement in Woonsocket, RI is looking for a Sr. Analyst, Customer Experience. This position focuses on delivering predictive analytics solutions to enhance customer engagement across various channels. The ideal candidate will have a...SeniorRemote job
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