Wealth Management Client Services Associate
RBC
RBC in Providence is seeking a Client Associate to build and maintain professional relationships with clients. This role includes administrative support to Financial Advisors, managing account inquiries, and ensuring compliance with documentation standards. The ideal candidate holds a Bachelor’s degree, is detail-oriented, and possesses strong communication and client-service skills. A comprehensive benefits package and a supportive work environment are offered for this full-time position at RBC. #J-18808-Ljbffr
Vacancy posted 12 hours ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Services Associate in Providence, RI vacancy
- PowerToFly is seeking Registered Client Service Associates to provide exceptional service to clients and support Financial Advisors in cultivating... .... The successful candidate will interact with clients, manage service requests, and support day-to-day operations. Applicants...Suggested
- ...Harkins Wealth Management is a fee-only fiduciary wealth management firm... ...values. With a collaborative and client-focused approach, we aim to... ...impact in the financial services industry. Our focus is on high... ...time, on-site Client Services Associate to join our team. The Client...SuggestedFull timeWork at office
- MDAEdge seeks a Registered Wealth Management Client Associate in Providence, RI, responsible for supporting Financial Advisors. The role involves providing client service support, ensuring accuracy in client materials, and maintaining strong client relationships. Candidates...SuggestedFull time
- ...POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and... ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis... .../or other duties directed by local management ADMINISTRATIVE SUPPORT: • Answering...SuggestedWork at officeLocal area
- ...Loring Advisory Group, a founding partner of Kintra Wealth, is a dynamic, multi-faceted wealth management firm based in Greenville, RI. We are seeking a... ...growing firm dedicated to providing exceptional service to our clients. Applicants should possess exemplary...Suggested
$25 - $45 per hour
...Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...Hourly paySeasonal workWork at officeWork from homeShift workDay shift- ...Registered Wealth Management Client Associate Onsite Full Time hours are 37.5 hours per week Providence, RI Key responsibilities... ...point of contact within Brokerage to address all service needs of their clients. Responsibilities: Provides...Hourly payFull timeSeasonal workRelocationFlexible hours
- 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...Remote workWork from homeFlexible hours
$25 - $45 per hour
Bank of America is seeking a dedicated team member for Merrill Wealth Management in Providence, RI. This role focuses on enhancing client relationships and providing exceptional service while educating clients on banking offerings. The ideal candidate will possess strong...Hourly pay- ...Qualifications Dedication to delivering exceptional customer service experiences. Strong communication and interpersonal skills. Ability... ..., and receive mentorship as you advance your career in client service leadership. Don’t miss out on this chance to prioritize...Work from homeFlexible hours
- A fiduciary wealth management firm in Providence, RI is seeking a motivated Client Services Associate to provide client services and advisor support. Responsibilities include scheduling and responding to client requests while ensuring an excellent client experience. Ideal...
- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...Seasonal workWork at officeWork from homeShift workDay shift
- Soteria Reinsurance Ltd. in Smithfield, RI, is looking for a Client Services Representative to deliver exceptional service and manage client inquiries. As part of the Operations & Services Group, you will help foster customer loyalty through proactive communication and...
- Medium is seeking dedicated individuals for a work-from-home financial services position focused on protecting families. This role offers the chance to make a positive impact in people's lives and emphasizes ethical conduct. Ideal candidates should possess strong communication...Remote jobWork from home
- ...! Seeking dedicated individuals to join a team in a financial services position aimed at protecting families. Why Apply: Make a Difference... ...all aspects of your work, ensuring that every interaction with clients is based on honesty, transparency, and trust worthiness....Remote workWork from home
- 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...Remote jobWork from home
$45k - $70k
...What is the opportunity? Embrace RBC Wealth Management’s core values and inclusive culture... ...serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become... ...Director. Responsibilities include servicing clients, researching problems,...Full timeWork experience placementFlexible hours$45k - $70k
...the opportunity? Embrace RBC Wealth Management's core values and inclusive culture... ...financial advisors and our clients. As a Registered Client Associate, become a trusted resource to our... ...Such responsibilities may include servicing clients, researching problems, processing...Full timeFlexible hours- Fidelity in Smithfield is seeking a Representative for Client Services to provide top-notch customer service in a dynamic environment. You'll handle client inquiries and ensure satisfaction through effective support. Ideal candidates have at least 2 years of relevant experience...
$45k - $70k
...What is the opportunity? Embrace RBC Wealth Management's core values and inclusive culture... ...serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become... ...Such responsibilities may include servicing clients, researching problems,...Full timeFlexible hours- ## Client Service Manager II (Custody) - Wealth Client ExperienceApplylocations: Westlake, TX: Smithfield, RItime type: Full timeposted on: Posted Todayjob... ...regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. #J-...Work 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.... ...RI or Westlake, TX. Overview The Client Conversion Services (CCS) Implementation team guides Broker‑Dealers,...Full timeWork at office
- ## Manager, Implementation Project Manager - Wealth Client ExperienceApplylocations: Smithfield, RI: Westlake, TXtime type... ...The Role**The Client Conversion Services (CCS) Implementation team plays... ...Fidelity from hiring and/or associating with individuals with certain Criminal...Full timeWork at office
- ## Client Service Manager III - (Custody) - Wealth Client ExperienceApplylocations: Smithfield, RI: Westlake, TXtime type: Full timeposted on: Posted Todayjob... ...may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. #J...Work 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... ...Fidelity from hiring and/or associating with individuals with...Work at office
- RBC Capital Markets, LLC is seeking a Client Associate/Registered Client Associate in Providence, RI. Candidates will leverage their organizational and communication skills to assist financial advisors and clients while ensuring compliance. The role offers a supportive...
- ...Operations, you will be asked to meet and exceed department service and quality standards, while maintaining consistent... ...operational effort, and increase the overall client experience. Responsibilities Serve Cash management, ACH and Commercial Card customers via request...Monday to Friday
- Sales & Relationship Management Client Service Manager II - (Custody) - Wealth Client Experience Published: May 13 ID: 2129360 Time onsite: blend of both onsite... ...Sales & Relationship Management Experience Level Associate Job Description: The Role The Client Service...Work at office
- 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...
- 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) Trade...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Client Services Associate. Be the first to apply!
Related searches
- client relationship associate Providence, RI
- registered client associate Providence, RI
- service consultant Providence, RI
- service delivery associate Providence, RI
- public service officer Providence, RI
- service worker Providence, RI
- transaction services specialist Providence, RI
- food service officer Providence, RI
- office service associate Providence, RI
- services specialist Providence, RI

