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
- ...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...SuggestedWork at officeLocal area
- ...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...SuggestedFull time
- ...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...SuggestedFull timeWork at office
- 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...SuggestedRemote workWork from homeFlexible hours
- 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...SuggestedWork from home
- ...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 workWork from home
$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 timeRemote workFlexible hours$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 paySeasonal workWork at officeWork from homeShift workDay shift$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 timeWork experience placementFlexible hours$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 paySeasonal workFlexible hoursShift workDay shift$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- ...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 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.... ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...Seasonal workWork at officeWork from homeShift workDay shift
$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$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 officeLocal areaRemote work$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$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 timeContract workFlexible hours$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 workWork at officeRemote work$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 officeLocal areaRemote work$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 timeTemporary workWork experience placementRemote workWork from homeMonday to Friday10 hours per weekShift work$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$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- 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 startRemote workWork from homeFlexible hours
$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 timePart timeWork at officeWork from homeHome office$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 payFull timeContract workPart timeWork experience placementLocal areaImmediate startFlexible hours- 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 workWork from home
$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 payFull timeWork at officeRemote workFlexible hours$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 timePart timeWork at officeImmediate startRemote workWorldwide- 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 workWork from homeFlexible hours
$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 workWork experience placementH1b
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