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
- ## 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
- 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
- ...Job Description: The Role The Client Service Manager II (CSM II) supports Registered Investment Advisors (RIAs) that custody assets with Fidelity This role... ...ensuring an overall world class client experience The CSM II is expected to be key contributors...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 III - (Custody) - Wealth Client ExperienceApplylocations: Smithfield,... ...Registered Investment Advisors (RIAs) who have custody assets... ...and/or client service experience in financial services*... ...g., Operations Manager, Senior Director)* The team is...SuggestedWork 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
- ...sites? Join us as an Operations Manager in FCCS where you will be... ...operational issues for our Custody clients. Client Experience Division (CE) provides superior customer service to Fidelity's Custody clients... ...investment advisors (RIA), professional asset managers,...
- 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...
- 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 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...
- A leading financial services firm is seeking a Manager for Client Service in Smithfield, RI. The role involves collaboration across teams to enhance client... ...processes. Candidates should have 5+ years of experience in Brokerage Operations, strong analytical skills, and...
- Fidelity is seeking a Manager, Client Service in Smithfield, RI to join a dynamic team focusing on evolving brokerage processes. The ideal candidate will have over 5 years of experience in Brokerage Operations or Customer Service, possess strong analytical skills, and a...
- 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
- Fidelity Investments Inc. is seeking an Operations Manager in Rhode Island to lead a team and manage daily operations within the Client Experience division. Key responsibilities include supervising Transaction Service Representatives, ensuring high-quality service for...
$60 - $70 per hour
Fidelity Management & Research Company in Smithfield is looking for a Manager for their Brokerage and Wealth Accounting team. You will lead financial accounting, oversee monthly... ..., at least 5 years of financial services experience, and strong leadership abilities. The...SeniorHourly pay$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 of Enterprise Customer Experience... ...problem‑solving, and a strong customer service orientation. 5+ years building &...SeniorHourly payFull timeTemporary workLocal area$147.4k - $336.8k
...average day for a Real Estate Tax Senior Manager - so you're likely to spend your time... ...and tasks for a diverse client base. Whatever you're working on,... ...to ten years' of real estate tax experience, within a professional services environment. Extensive knowledge...SeniorSummer holidayFlexible hours$147.4k - $336.8k
...the global financial services marketplace and the... ...side with a range of clients from our most... ...and Capital Markets, Wealth and Asset Management, Insurance, and Real... ...As a Real Estate Tax Senior Manager, we will look... ...of real estate tax experience, within a professional...SeniorSummer holidayFlexible hours- ...At Patriot Growth Insurance Services and Partner Agencies Current... ...insurance and risk solutions for our clients. Our mission, through the... ...Lines Client Service Manager (CSM) is responsible for providing... ...Provide an excellent client experience to personal lines clients on...Full timeTemporary workWork at officeLocal areaWork from homeFlexible hoursNight shift
$66k - $125k
...Description: The Role The Clearing Conversion Data Manager plays a critical leadership role within Client Transition Services, accountable for converting and mapping data... ...You Bring Bachelor’s degree or equivalent experience, with 5 years of proven success in the financial...Full timeWork from home- A financial services company based in Smithfield is seeking a Consultant for Wealth Product and Experience, focusing on improving customer interactions... ...customer research, managing the development life cycle... ...teams to ensure a seamless client experience. This position...
$103.1k - $188.9k
...the global financial services marketplace and the... ...side with a range of clients from our most... ...and Capital Markets, Wealth and Asset Management, Insurance, Real Estate... ...and service delivery experience that distinguishes EY... ...relationship matters to senior management and...Private practiceSummer holidayLocal areaFlexible hours- Teradata Corporation (SE) is seeking a Senior Account Executive to drive growth within a major Financial Services account. This role involves managing executive-level relationships,... ...candidates will have a Bachelor's degree, experience in enterprise sales, and the ability...SeniorFlexible hours
- ...serve as a trusted advisor to clients, primarily in public accounting. The role requires managing staff on engagement deliverables... ...5 years of public accounting experience. The position offers a hybrid... ...leading provider of accounting services in the United States. #J-1880...Senior
$50 - $56 per hour
...business or related field. ~6+ years of relevant industry experience, including a strong understanding of risk and control documentation and governance. ~ Knowledge of financial services risk management and the regulatory environment, particularly within the...SeniorHourly payShift work$120 - $150 per hour
Ernst & Young Oman is looking for a Seasonal Tax Senior Manager for Private Client Services specializing in complex tax compliance. This position allows... ...a valid CPA license with at least 8 years of relevant experience. Hourly pay ranges from $120/hr to $150/hr. #J-18808-...SeniorRemote jobHourly paySeasonal work- ...this position. The Role The Stock Plan Services team is seeking a Senior Implementation Project Manager to work in a fast‑paced client‑facing role, leading complex projects on... ...and delivering a high‑quality onboarding experience for clients and internal partners. Serving...SeniorShift work
$96.8k - $251.6k
...Overview Oracle Media Services is hiring a Consulting... ..., and examples of senior-level ownership in ambiguous... ...Senior-level experience designing, building, and... ...ownership, dependency management, and production readiness... ...or U.S. customer or client-facing roles may be required...SeniorTemporary workFlexible hours- A global professional services firm seeks a ServiceNow Senior Consultant. In this role, you’ll lead transformation teams, enhance client relationships, and develop innovative user interfaces... ...Science, 2-4 years of relevant experience, and ServiceNow certifications. A competitive...Senior
$102.5k - $187.9k
...working world. ServiceNow Senior Consultant - IT and... ...Technology (OT) Asset Management In the digital... ...competitive edge our clients need to overcome some... ...relationships and obtain experiences that will define your... ...software components and services that interact seamlessly...SeniorSummer holidayWorldwideFlexible hours
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