Custody Client Success Manager I/II
Fidelity Investments
Fidelity Investments is seeking a Client Service Manager in Smithfield, Rhode Island. The role involves servicing, educating, and resolving day-to-day operational issues for Custody clients. The ideal candidate will have a Bachelor’s Degree and over 5 years of experience in the financial services industry. An integral part of the position is maintaining high satisfaction scores and optimizing the client experience through effective communication and teamwork. #J-18808-Ljbffr Fidelity Investments
- ...Job Description: The Role The Client Service Manager II (CSM II) supports Registered Investment Advisors (RIAs) that custody assets with Fidelity This role is one... ...commitment to collaboration and shared success. Provides support to advisory firms in...SuggestedWork at office
- ## Client Service Manager II (Custody) - Wealth Client ExperienceApplylocations: Westlake, TX: Smithfield, RItime type: Full timeposted on: Posted... ...advocating for clients on more complex service issues. Success in this role is driven by client satisfaction, operational...SuggestedWork at office
- Client Service Manager (I / II) Do you want to work for a fast paced, growing organization where people make... ...to day operational issues for our Custody clients. Expertise We’re Looking For... ...commitment to collaboration and shared success Career Path & Grades CE Custody...SuggestedWork at office
- Client Service Manager I / II (Custody) - Wealth Client Experience Time onsite: required to work most days in the office (~75-100%). Location Smithfield... ...and are committed to collaboration and shared success. Requirements: Bachelor’s Degree preferred 5+ years...SuggestedWork at office
- Soteria Reinsurance Ltd. is seeking a Client Service Manager II to be the primary contact for Registered Investment Advisors within Fidelity's Preferred segment. You will service and resolve day-to-day operational needs while building strong relationships with your clients...SuggestedFull time
- Soteria Reinsurance Ltd. is seeking a Client Service Manager I / II in Smithfield, RI to support Registered Investment Advisors. This role focuses on delivering exceptional client service, managing operational issues, and maintaining high client satisfaction. Candidates...
- 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 and handle operational needs while driving the use of new technology. The ideal candidate will have...
- Soteria Reinsurance Ltd. is seeking a Client Service Manager II to support Registered Investment Advisors (RIAs) with their service needs. The role involves liaising with internal partners and ensuring high client satisfaction through proactive communication and leadership...Full time
- Fidelity Investments is seeking a Client Service Manager II to support Registered Investment Advisors. This role involves serving as a liaison between RIAs and internal business partners, handling inquiries, and ensuring high client satisfaction. Candidates should have...
- 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
- ...of life insurance and basic financial literacy ◾Conduct virtual client meetings using warm, pre-qualified leads (no cold calling) ◾Provide... ...recommendations that meet each family's needs ◾Build and manage your own client portfolio with guidance from experienced mentors...Full time
- ...teams/sites? Join us as an Operations Manager in FCCS where you will be leading associates... ...day to day operational issues for our Custody clients. Client Experience Division (... ...Passion to lead and develop others to success Series 7 Required Series 24...
$148k - $185k
A healthcare data solutions company is seeking a Manager, Client Success to oversee client operations and enhance satisfaction. In this role, you will manage the needs of assigned clients and lead a team of account managers. The ideal candidate will have over 6 years of...- ...Description: As a Client Partner, the individual will be responsible for Managing a P&L of approximately $30M annually Growing the quarterly revenue by 4% Q-o-Q Manage client relationships at the VP and CIO levels Elevating TCS' position within...
$133k - $217.7k
...Job Description Sr. SaaS Consulting Client Partner, Manufacturing, CPG and Software... ...sales executives. You will develop and manage a comprehensive sales strategy that drives... ...with Oracle software sales, and ensuring successful software implementations....Contract workTemporary workRemote workFlexible hours$145k - $175k
...transformative change in healthcare. Objective of the Role The Client Partner, Ecosystem in Life Sciences is responsible for driving... ...account relationship across all Life Sciences offerings, and manage the end-to-end sales process to bring Datavant’s full product portfolio...- A leading financial services firm is seeking a Manager for Client Service in Smithfield, RI. The role involves collaboration across teams to enhance client service and operational processes. Candidates should have 5+ years of experience in Brokerage Operations, strong...
- 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...
- 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...
- Manager, Client Service page is loaded## Manager, Client Servicelocations: Smithfield, RItime type: Full timeposted on: Posted Todayjob requisition id: 2126356## ## Job Description:Note: Fidelity will not provide sponsorship for this position.The candidate will be a member...Work at office
- ...a proactive communicator with a passion for building strong client relationships? Do you thrive in a fast-paced environment where... ...Solutions wants you to be a part of our dynamic team as a Customer Success Manager! At Five Star Bath Solutions, we pride ourselves on...Work at officeRemote workFlexible hoursWeekend workDay shiftAfternoon shiftWeekday work
- ...Learn more at . Overview of Job Function The Customer Success Manager (CSM) is a strategic role that serves as our number one customer... ...the business value being delivered and acknowledged by the client that can be leveraged for renewals and business growth...Local areaShift workDay shift
- Job Title Project Manager (Off‑Site) Location Off‑Site (Remote) Job Type / Duration Contract - 3+ years Employment Type Full Time Job... ...other Agile PM credentials (optional). Key Skills Customer Service Client Expectations Client Requirements Client Support Action Plans...Remote jobFull timeContract work
$75k - $85k
...issues to provide our customers with world class information security & compliance services. The Customer Success Manager (CSM) is responsible for owning the client lifecycle and ensuring clients achieve measurable outcomes from CampusGuard’s SaaS platform and...Temporary workLocal areaRemote work$80k - $100k
...system for modern private markets asset managers. Our modular, flexible SaaS technology underpins... ...! Role Overview As a Customer Success Manager at Atominvest, you will own the end... ..., Engineering, and Sales to ensure client outcomes are consistently delivered at the...Work at officeFlexible hoursShift work$16.16 - $20.66 per hour
...Client Service Coordinator Passionate Customer Service Professional Needed. Must Love Pets. Banfield Pet Hospital - Johnston, RI... ...selling retail products and scheduling future appointments. Manage the finances by maintaining accurate balances and utilizing proper...Hourly payMinimum wageFull timeTemporary workPart timeFlexible hoursAfternoon shift$61.8k - $85k
...actions, and grow and evolve. Job Description The Account Manager II is responsible for managing and selling Renaissance Learning's... ...product renewal rates and strong collaboration with Customer Success partners and members of the Account Executive team. You will...For contractorsLocal areaRemote workWorldwideWork visaFlexible hours- ...quality home care services, we empower our clients to live independently, safely, and with... ...Caregiver performance to the Caregiver management team. Proactively communicate... ...those that must be met by an employee to successfully perform the essential functions of this...Local areaFlexible hours
- ...Deposition Solutions is seeking an Operations Manager at our Cranston Office to lead a high-performing team dedicated to client service and operational efficiency. This... ...communication skills, and a client-first mindset. The successful candidate will oversee service delivery,...Full timeWork at office
$25 per hour
...Overview Adult Services - Intake Coordinator II Pay: $25.00 / hr New Hire Sign-on Bonus: $2500 Seven Hills Rhode Island... ...our Adult Services division. This role is responsible for managing the intake process for Conflict Free Case Management (CFCM), ensuring...Work at officeRelocation package
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