Wealth Trade Service Manager - Client Experience
Fidelity Investments
Fidelity is looking for a Trade Service Manager to join their Wealth Client Experience team in Smithfield, RI. This role focuses on providing outstanding trade support services to Registered Investment Advisors (RIA) and Separate Account Manager (SAM) clients. The candidate must possess a BS/BA Degree or equivalent experience, along with Series 7 licensing. Responsibilities include responding to client inquiries, delivering exceptional service, and providing operational support. #J-18808-Ljbffr Fidelity
- Trade Service Manager - Wealth Client Experience Location Smithfield, RI Westlake, TX Team Operations Experience Level Manager FINRA Licenses Series 07 - FINRA Job Description The Role The Trade Service Manager role is part of the broader Client Experience (CE)...Suggested
- Fidelity Investments is looking for a Trade Service Manager to join their Client Experience team in Smithfield, Rhode Island. This role focuses on providing outstanding support to Registered Investment Advisors and Separate Account Managers. Responsibilities include delivering...Suggested
- Sales & Relationship Management Client Service Manager II - (Custody) - Wealth Client Experience Published: May 13 ID: 2129360 Time onsite: blend of both onsite and offsite... ..., including operations, technology, and trading Partners with Client Service Representatives...SuggestedWork at office
- ## Client Service Manager II (Custody) - Wealth Client ExperienceApplylocations: Westlake, TX: Smithfield, RItime type: Full timeposted on: Posted Todayjob... ...* 5+ years of operations and/or client service experience in financial services* Series 7 required* Working knowledge...SuggestedWork at office
- ## Client Service Manager III - (Custody) - Wealth Client ExperienceApplylocations: Smithfield, RI: Westlake, TXtime type: Full timeposted on: Posted Todayjob... ...* 5+ years of operations and/or client service experience in financial services* Series 7 required* Strong...SuggestedWork at office
- Manager, Implementation Project Manager - Wealth Client Experience Fidelity is transitioning to a full‑time onsite working model in phases by region and role. The... ...or Westlake, TX. Overview The Client Conversion Services (CCS) Implementation team guides Broker‑Dealers,...Full timeWork at office
- Senior Manager, Implementation Project Management (CCS Implementation) The Client Conversion Services (CCS) Implementation team guides Broker‑Dealers... ...Fidelity Institutional Wealth Management Services (FIWMS... ...years of financial services experience, ideally within...Work at office
- ## Manager, Implementation Project Manager - Wealth Client ExperienceApplylocations: Smithfield, RI: Westlake... ...*The Client Conversion Services (CCS) Implementation... ...a seamless conversion experience.In this highly visible... ...; institutional trading products, services, and...Full timeWork at office
- Soteria Reinsurance Ltd. seeks a Trade Service Manager to enhance the Client Experience for its financial intermediary clients. This role involves providing exceptional service and operational support while managing client inquiries effectively. The ideal candidate has...
- ...company, is seeking a Senior Roadway Project Manager in Lincoln, RI. The ideal candidate must have over 15 years of experience in roadway design and project management, along... .... This role involves project management for clients including MassDOT and RIDOT, directing...Flexible hours
$71.86k - $121.86k
...culture where your voice is valued. The Manager of Client Management leads innovative account... ...and competitor products and services to highlight the value that distinguishes... ...years of global account/client management experience with strong proven people leadership skills...Immediate startFlexible hours$120k - $135k
...CLINICAL PROJECT MANAGER II – ONCOLOGY Syneos Health is a leading fully integrated biopharmaceutical... .... Whether you join us in a functional service provider partnership or a full‑service... ...3+ years of Clinical Project Management experience supporting global oncology clinical...Work at officeRemote workWorldwide$120k - $145k
...KLR KLR is one of the largest full‑service CPA and business advisory firms in New... ...Summary We are seeking a Tax Manager to join our Private Client Services Team on a flexible hybrid basis... ...Accounting or Tax 6+ years of technical tax experience in public accounting Strong...Full timePrivate practiceLocal areaMonday to FridayFlexible hoursAfternoon shift- ...County, RI is seeking a Personal Lines Account Manager to support personal insurance account management and client service. You will manage a book of personal lines... ...changes, and ensure an exceptional customer experience throughout the policy lifecycle. The ideal candidate...
- ...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,...Full time
- ...Construction in Rumford, RI, is seeking a Project Manager to lead project teams, coordinate with project engineers, superintendents, and clients, and ensure on-time, on-budget delivery.... ...bring 5-10 years of construction experience, strong leadership and communication, and...
$75.4k - $199.14k
...convenient and compassionate health experience. At CVS Health®, you’ll be... ...experiences for customers, members, clients and colleagues. The Senior Manager, Customer Experience Intelligence... ...problem‑solving, and a strong customer service orientation. 5+ year building & automating...Hourly payFull timeTemporary workLocal area$120k - $140k
KLR is seeking a Tax Manager for its Strategic Business Solutions... ...involves serving as the primary client contact, overseeing various... ...managing staff to ensure quality service is delivered in a timely... ...degree in Accounting, relevant experience, and CPA certification. This...Full time- ...critical role in helping CVS Health achieve optimal customer experiences Lead analysis of customer experience signals across various channels... ...data pipelines 2+ years leading projects end-to-end 1+ Created and managed a team of AI Agents #J-18808-Ljbffr Jobtailor
- 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 worth... ...certification, and over 6 years of public accounting experience, especially in individual taxation. #J-18808-Ljbffr...Local areaFlexible hours
$16 - $35 per hour
...ensure guests receive excellent customer service throughout their stay. The Front Desk... ...handles escalated guest concerns, and helps manage the check-in and check-out process to... ...to $35 per hour depending on location, experience, and hotel size, with higher wages often...Hourly payFull timeShift workNight shiftAfternoon shift- ...interpersonal and communication skills, entails managing patient check-ins/outs, scheduling, and... ...should possess a high school diploma, experience in a medical setting, and familiarity... ...and EMR systems. The role promotes service excellence and requires collaboration with...Full time
- EY is seeking a Real Estate Tax Manager to handle complex tax operations and provide strategic... ...in a collaborative culture, supporting clients with timely tax advice and supervising a... ...along with at least 4 years of relevant experience in real estate tax. A comprehensive...
$21.18 - $26.68 per hour
Customer Experience Coordinator Pawtucket, RI, US, 02861 Job Description The Customer Experience... ...provides outstanding customer service to internal partners and customers through... ...problem‑solving solutions to internal teams. Manage the workload of assigned field...Hourly payFull timeWork at officeLocal areaShift workDay shift- ...professional for the overnight shift, responsible for managing operations and ensuring a high standard of guest service. The successful candidate will ensure that all... ...Ideal candidates should have prior supervisory experience and a strong service background. #J-18808-...All shiftsNight shift
- EY is seeking a Tax Manager to join its team in Providence, Rhode Island. In this role, you will manage client expectations, participate in meetings, and lead junior staff... ...’s degree and at least 8 years of experience in tax services. You will also need to possess strong...
- ...RI, is looking for a part-time boutique sales associate/manager to join our team. The position offers flexible hours, primarily... ...Tuesday to Saturday, and requires excellent customer service skills and retail experience. The candidate will be responsible for opening and...Part timeFlexible hours
$66.33k - $145.86k
...connected, convenient and compassionate health experience. At CVS Health®, you'll be surrounded by... .... Position Summary We are seeking a Manager, Travel Expense Program to lead the day‑... ...Escalations and issue prioritization Service‑level agreement (SLA) performance...Hourly payFull timeTemporary workLocal area$55k - $70k
A growing insurance agency is seeking a detail-oriented Personal Lines Account Manager to manage a book of personal insurance clients. Responsibilities include ensuring policy accuracy, managing renewals, and building client relationships. The ideal candidate holds a college...- A leading insurance agency in Cranston, RI is seeking a motivated Personal Lines Account Manager. The role includes managing client communication, interpreting policy changes, and marketing new business. Ideal candidates will be organized, responsible, and possess strong...Work at office
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