Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Service Associate

PowerToFly

PowerToFly is seeking Registered Client Service Associates to provide exceptional service to clients and support Financial Advisors in cultivating client relationships. The successful candidate will interact with clients, manage service requests, and support day-to-day operations. Applicants should have excellent interpersonal skills, industry experience, and be detail-oriented. Education may include a High School Diploma and preferably a college degree along with active Series licenses. This role offers an opportunity to work with a leading financial firm committed to client satisfaction. #J-18808-Ljbffr

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Client Service Associate in Providence, RI vacancy
  •  ...POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build... 
    Suggested
    Work at office
    Local area

    PowerToFly

    Providence, RI
    1 day ago
  •  ...RBC in Providence is seeking a Client Associate to build and maintain professional relationships with clients. This role includes administrative...  ...-oriented, and possesses strong communication and client-service skills. A comprehensive benefits package and a supportive... 
    Suggested
    Full time

    RBC

    Providence, RI
    4 days ago
  •  ...with their values. With a collaborative and client-focused approach, we aim to make a meaningful impact in the financial services industry. Our focus is on high net worth...  ...oriented full time, on-site Client Services Associate to join our team. The Client Services Associate... 
    Suggested
    Full time
    Work at office

    Harkins Wealth Management, LLC

    Providence, RI
    7 hours ago
  • A leading provider in Rhode Island is seeking dedicated individuals for client service leadership roles. This position offers a flexible work-from-home option, allowing you to create a schedule that suits your lifestyle while pursuing professional growth. Join a supportive... 
    Suggested
    Remote work
    Work from home
    Flexible hours

    Medium

    Cranston, RI
    5 days ago
  • AO Garcia Agency in Coventry, Rhode Island, is seeking dedicated individuals for a work-from-home financial services position. You will join a team focused on protecting families and helping them secure their financial futures. This role requires strong communication and... 
    Suggested
    Work from home

    AO Garcia Agency

    Coventry, RI
    3 days ago
  •  ...Work From Home Financial Services Position Are you looking for a work-from-home opportunity where you can grow with a company, help...  ...all aspects of your work, ensuring that every interaction with clients is based on honesty, transparency, and trustworthiness. Qualifications... 
    Remote work
    Work from home

    AOGarcia

    Coventry, RI
    1 day ago
  • $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... 
    Part time
    Remote work
    Flexible hours

    GFI Team Ikigai

    Warwick, RI
    3 days ago
  • $25 - $44 per hour

     ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...  ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a... 
    Hourly pay
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Providence, RI
    7 hours ago
  • $45k - $70k

     ...integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to...  ...FA) and/or the Branch Director. Responsibilities include servicing clients, researching problems, processing account forms... 
    Full time
    Work experience placement
    Flexible hours

    RBC

    Providence, RI
    2 days ago
  • $26.5 - $42 per hour

     ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...  ...guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a... 
    Hourly pay
    Seasonal work
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Providence, RI
    4 days ago
  • $45k - $70k

     ...RBC Wealth Management Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part...  .../or the Branch Director. Such responsibilities may include servicing clients, researching problems, processing account forms and... 
    Flexible hours

    RBC

    Providence, RI
    5 days ago
  •  ...Registered Wealth Management Client Associate Onsite Full Time hours are 37.5 hours per week Providence, RI Key responsibilities...  ...frequent point of contact within Brokerage to address all service needs of their clients. Responsibilities: Provides... 
    Hourly pay
    Full time
    Seasonal work
    Relocation
    Flexible hours

    Veracity

    Providence, RI
    2 days ago
  •  ...Wealth Management Client Associate Providence, Rhode Island To proceed with your application, you must be at least 18 years of age....  ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Providence, RI
    4 days ago
  • $165k - $200k

    DescriptionOur client, a successful full-service law firm, is seeking a Family Law Associate Attorney to join their team in Providence, Rhode Island. This role is suited for a lawyer who can independently manage family law matters from initial filing through trial while... 
    Remote work

    Robert Half

    Providence, RI
    2 days ago
  • $185k - $230k

    DescriptionOur client, a growing full-service law firm, is seeking a Land Use Attorney to join their litigation team. The ideal candidate brings persuasive writing ability, confident advocacy, and the organizational skills needed to balance a demanding caseload effectively... 
    Work at office
    Local area
    Remote work

    Robert Half

    Providence, RI
    4 days ago
  • $60k - $100k

     ...Job Description Job Description Protech Automotive Services, a leading family-owned automotive repair shop specializing in servicing...  ...and dedicated Service Advisor.   Our team thrives on trust, client-focused service, quality, and professionalism. We seek a Service... 
    Monday to Friday

    Protech Automotive Services

    Johnston, RI
    29 days ago
  • $100k - $160k

     ...Job Description Job Description our client provides personalized legal services in business, contract, personal injury, real estate, and insurance matters. It represents both individual and corporate clients through consultations, negotiations, litigation, trials,... 
    Full time
    Contract work
    Flexible hours

    Protouch Staffing

    Cranston, RI
    7 days ago
  • $165k - $185k

    DescriptionOur client, a growing full-service law firm, is seeking a Corporate Associate Attorney to join their legal team in Providence, Rhode Island. This opportunity is suited to a lawyer who brings sound judgment, strong leadership potential, and the ability to manage... 
    Contract work
    Work at office
    Remote work

    Robert Half

    Providence, RI
    1 day ago
  • $150k - $185k

    DescriptionOur client, a successful full-service Litigation Associate Attorney to join a growing litigation practice in Providence, Rhode Island. This opportunity is suited to a motivated legal specialist who can manage matters independently while contributing to a collaborative... 
    Work at office
    Local area
    Remote work

    Robert Half

    Providence, RI
    1 day ago
  • $37.74k - $50.49k

     ...ownership, deliver meaningful impact, and help shape the future of AI‑ready connectivity, join us today. The Role The Field Service Associate I (FSA I) serves as a key member of the Field Tech Services (FTS) team, providing customer support and coordinating service... 
    Full time
    Temporary work
    Work experience placement
    Remote work
    Work from home
    Monday to Friday
    10 hours per week
    Shift work

    Lumen

    Providence, RI
    3 days ago
  • $20 - $45 per hour

     ...individual selected for this position. For more details see the "About Us" section. Base Range $20.00 - $45.00 We are looking for a Client Services Specialist to join our client services team providing outstanding service to CBIZ private equity clients in the area of Global... 
    Work experience placement

    CBIZ

    Providence, RI
    4 days ago
  • $24 per hour

     ...ACH, and commercial card customers via requests received by telephone, chat, or email. Research and train clients on all products offered. Independently service both internal and external customers on a wide variety of commercial card, ACH, & cash management products,... 
    Hourly pay

    Axelon

    East Providence, RI
    4 days ago
  • A financial services firm in Pawtucket, Rhode Island is looking for a passionate individual to engage with clients, assess their financial needs, and cultivate lasting relationships. This role offers a flexible schedule, work from home options, and immediate advancement... 
    Immediate start
    Remote work
    Work from home
    Flexible hours

    AO Garcia Agency

    Pawtucket, RI
    5 days ago
  • $55k - $60k

     ...The work is primarily back-office assistance and could include client-facing support. This is a part-time position. This position is...  ...for client review meetings ·        Manage and resolve client service problems ·        Perform other allowable duties as assigned... 
    Full time
    Part time
    Work at office
    Work from home
    Home office

    Ameriprise Financial

    Cranston, RI
    3 days ago
  • $21.54 per hour

     ...great opportunity for you! The Customer Service Representative will be on a dynamic team...  ...including but not limited to, the role and associated responsibilities, a candidate's work...  ...Services, and Transportation. We help our clients deliver vital services more efficiently... 
    Hourly pay
    Full time
    Contract work
    Part time
    Work experience placement
    Local area
    Immediate start
    Flexible hours

    Serco

    Providence, RI
    5 days ago
  • A leading consultancy in financial services is seeking passionate individuals for a role focused on securing clients' financial well-being. Responsibilities include conducting virtual client consultations, assessing needs, and cultivating lasting relationships. The position... 
    Remote work
    Work from home

    Medium

    Cranston, RI
    7 hours ago
  • $130k - $225k

     ...work, empowering our employees to make a lasting impact on our clients, communities, and the planet.What’s in it for you?Woodard & Curran...  ...delivery with a focus on quality, responsiveness, and client service.Collaborate with technical teams to align solutions with client... 
    Hourly pay
    Full time
    Work at office
    Remote work
    Flexible hours

    Woodard & Curran

    Providence, RI
    3 days ago
  • $130.5k - $363.5k

    Director, Medical & Scientific Communications (Agency Equivalent: SVP, Client Services)Job OverviewIQVIA is seeking a Director of Client Services to lead strategic client relationships, oversee delivery excellence across assigned accounts, and drive growth, retention, and... 
    Full time
    Part time
    Work at office
    Immediate start
    Remote work
    Worldwide

    IQVIA

    Providence, RI
    2 days ago
  • A leading company is seeking a passionate individual for a customer service leadership role that emphasizes flexibility and professional growth. This position allows you to work from home and tailor your schedule to fit your lifestyle. Key qualifications include strong... 
    Remote work
    Work from home
    Flexible hours

    Medium

    Cranston, RI
    5 days ago
  • $120.97k

     ...our CDM Smith offices *** CDM Smith is seeking an Industrial Client Service Leader with a strong industrial water and wastewater...  ...factors including, but not limited to, the role, function and associated responsibilities, relevant work experience, skills, required... 
    Temporary work
    Work experience placement
    H1b

    CDM Smith

    Pawtucket, RI
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Service Associate. Be the first to apply!