Senior Client Experience Manager - Wealth RIA Services
Fidelity Investments
Fidelity Investments is seeking a Client Service Manager III in Smithfield, Rhode Island, who will be the main contact for Registered Investment Advisors (RIAs). You will manage complex client relationships, ensuring high satisfaction while advocating for client needs with internal teams. Required qualifications include a Bachelor’s degree and 5+ years of relevant experience, along with Series 7 certification. Join a dynamic team focused on delivering exceptional client service and operational excellence. #J-18808-Ljbffr 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... ...candidate will have over five years of financial services experience, a Series 7 license, and strong analytical skills....Senior
- Client Service Manager I / II (Custody) - Wealth Client Experience Time onsite: required to work most days in the office (~75-100... ...Registered Investment Advisors (RIAs) that custody their clients’... ...management, operations management, or senior director roles. The Skills You...SuggestedWork at office
- ## Client Service Manager I / II (Custody) - Wealth Client ExperienceApplylocations: Smithfield,... ...operations and/or service experience in the financial... ...Registered Investment Advisors (RIAs) that custody their... ...like Operations Manager or Senior Director**The Skills You...SuggestedWork at office
- 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...SuggestedWork at office
- ## Client Service Manager II (Custody) - Wealth Client ExperienceApplylocations: Westlake, TX:... ...Registered Investment Advisors (RIAs) within Fidelity’s... ...operations and/or client service experience in financial services*... ...as Operations Manager or Senior Director**How Your Work...SuggestedWork at office
- Client Service Manager II - (Custody) - Wealth Client Experience page is loaded## Client Service Manager II - (Custody) - Wealth Client Experiencelocations: Smithfield... ...(CSM II) supports Registered Investment Advisors (RIAs) that custody assets with Fidelity* This role is...Work at office
- Job Description The Client Service Manager III (CSM III) serves as the primary... ...Registered Investment Advisors (RIAs) who have custody assets... ...operations and/or client service experience in financial services... ...(e.g., Operations Manager, Senior Director) The team is highly...Work at office
- 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
- Soteria Reinsurance Ltd. is seeking a Client Service Manager I / II in Smithfield, RI to support Registered Investment Advisors. This role focuses... ...should have a Bachelor's degree and 5+ years of relevant experience, including the required Series 7 license. The position...
- 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...
- ## Trade Service Manager - Wealth Client ExperienceApplylocations: Smithfield, RI: Westlake, TXtime type:... ...Manager role is part of the broader Client Experience (CE) Trade Support Team serving the... ...our Registered Investment Advisor (RIA) and Separate Account Manager (SAM)...
- Fidelity Investments is seeking a Client Service Manager II to support Registered Investment Advisors... ...involves serving as a liaison between RIAs and internal business partners,... ...years of financial service operations experience, a Bachelor's degree, and a Series 7 certification...
$90k - $100k
...unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here... ...Place to Work® Fortune Best Workplaces in Financial Services & Insurance Client Service Manager - Casualty Claims Experience Required (Auto, GL or WC...Flexible hours- 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
$147.4k - $336.8k
...Anywhere in Country Real Estate Tax Senior Manager Our tax function is constantly... ...providing up‑to‑the‑minute advisory services to a diverse client base across the real estate, hospitality... .... 7‑10 years of real estate tax experience in a professional services...SeniorFlexible hours$132.7k - $303.2k
...serving the global financial services marketplace and the only... ...by side with a range of clients from our most venerable institutions... ...and Capital Markets, Wealth and Asset Management, Insurance, and Real... ...process and service delivery experience that distinguishes EY in...SeniorWork experience placementSummer holidayFlexible hours- ...leading insurance firm in Cumberland, RI, seeks a Personal Lines Client Service Manager to deliver exceptional client service. The ideal candidate... ..., and billing questions. Applicants should have 3 years of experience, preferably in the P&C insurance industry, and a High...Full time
- ## Manager, Implementation Project Manager - Wealth Client ExperienceApplylocations: Smithfield, RI: Westlake... ...*The Client Conversion Services (CCS) Implementation... ...a seamless conversion experience.In this highly visible... ...investment advisors (RIAs), strategic acquirers and...Full timeWork at office
$17.12 - $20.33 per hour
...Global Partners LP in Smithfield, Rhode Island is looking for a Guest Service Associate responsible for enhancing guest experience while managing store operations. The ideal candidate will possess excellent guest service skills and be flexible to work various shifts, including...Hourly payFlexible hours$46.99k - $122.4k
..., convenient and compassionate health experience. At CVS Health®, you’ll be surrounded... ...Position Summary The Pharmacy Benefit Management Client Experience Manager examines sales, account... ...retention metrics for products and services, in order to support profitable growth...Hourly payFull timeTemporary work- About Patriot Growth Insurance Services Founded in 2019, Patriot Growth Insurance Services... ...Position Overview The Personal Lines Client Service Manager (CSM) is responsible for providing... ...Provide an excellent client experience to personal lines clients on all inquiries...Full timeTemporary workWork at officeLocal areaWork from homeFlexible hoursNight shift
- 7505 Caremark, L.L.C. in Woonsocket, RI, is hiring a Manager, Client Services, to analyze data processing matters and solve complex application... ...'s degree in related fields and five years of relevant experience with skills in Java, HTML, Agile methodologies, and ETL processes...Remote job
$179.3k
Caremark LLC, a CVS Health company, is hiring a Manager, Client Services to tackle complex data processing tasks in Woonsocket, RI. The role... ...s degree in Computer Science and have 5 years of relevant experience, particularly with Java, ETL processes, and Agile methodologies...$179.3k
CVSHealth is hiring a Manager, Client Services in Woonsocket, RI. This role involves analyzing data processing matters and implementing solutions... ..., and lead a team to drive successful project outcomes. Experience in Java, Agile methodologies, and ETL processes is...$80k - $95k
Bally's Corporation in Providence, RI is seeking a Shared Services Accounting Supervisor to oversee financial reporting and assist local... ...or a related field and have at least 3 years of managerial experience. The position offers an annual salary of $80,000 to $95,000 depending...SeniorLocal area- ...Burrillville, RI, is seeking a skilled Account Manager to enhance client relationships and drive sales of service activities. This position involves overseeing the... ...or process engineering, with at least 5 years of experience in service roles. KVI offers excellent...Senior
- ...you answered “ yes ” and are a customer service-minded champion, we are hiring Bilingual... ...investing in you by strengthening your skills, experiences and connections that will help advance... ...more sophisticated calls related to our clients 401K plans. In the subsequent months,...Hourly payFull timeWork at officeMonday to FridayShift workNight shift
- ...candidate will be accountable for managing a team to define, prioritize,... ..., and product management experience. You will collaborate with... ...strategies Oversee control & service observability, stability & resiliency... ...the organization You have senior level experience leading the...SeniorFull time
$171.6k - $392.1k
...As a ServiceNow Consulting Senior Manager you will play a leading role... ...critical projects, providing clients with competitive edge through... ...and demonstrate EY service value. Make data‑based decisions... ...connectivity to ITSM processes. Experience with ServiceNow AI...SeniorFlexible hours- Citizens is looking for a First Line Risk Senior Manager in Johnston, RI, responsible for managing risks in Private Wealth Management and Trust products. The candidate must... ...strong Trust knowledge and over 6 years of experience in Risk Management. The position involves...Senior
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