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 Client Service Manager II (CSM II) supports Registered Investment Advisors (RIAs) that custody assets with Fidelity. The Role This role is one of several points... ...commitment to collaboration and shared success. Provides support to advisory firms in a...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
- ## Client Service Manager I / II (Custody) - Wealth Client ExperienceApplylocations: Smithfield, RItime type: Full timeposted on: Posted Todayjob requisition... ...have a strong commitment to collaboration and shared success.**Career Path****:**CE Custody segments their firms...SuggestedWork at office
- 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...Suggested
- 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...Suggested
- 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...
- ...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
$100k - $135k
...stepping onto a driven and highly collaborative team that is passionate about creating transformative change in healthcare. The Client Success Manager is part of the Datavant organization and is responsible for successful completion of all customer projects. The team...- ...individuals to join their fast-growing team in Cranston, Rhode Island. You will be responsible for conducting virtual consultations with clients, assessing their needs, and building long-term relationships through regular check-ins. The role offers no cold calling and...Remote jobWeekly pay
- Job Description Job Summary Effectively manage ongoing relationships with clients in portfolio and oversee Client Success Manager. Focus of this position is to enhance and nurture existing relationships resulting in client retention and identification of upsell (add-on...Temporary workWork experience placement
- ...their team in Cranston, Rhode Island. In this fast-growing, tech-driven organization, you will conduct virtual consultations with clients and assess their needs while building lasting relationships through regular check-ins. The role offers incentives such as weekly pay...Remote jobWeekly pay
$85k - $95k
Datavant is searching for a Client Success Manager to oversee customer accounts within its Legal & Insurance Client Success organization. Responsibilities include managing customer relationships, driving engagement, and ensuring value realization while identifying opportunities...Remote job$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...- ...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 (CE)... ...Passion to lead and develop others to success Series 7 Required Series 24 Preferred...
$25 - $26.5 per hour
...provider in Massachusetts is seeking an Investment Assistant II to join its Wealth Management team. The role requires a high school diploma, at least 3... ...in communication and multitasking. The position involves client liaison tasks, onboarding, and appointment scheduling,...Hourly pay- 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...
- 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...
$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- ...microservices that support the clearing firm. The coverage will range from client integration and onboarding to account opening and supporting... ...fund products. Collaborate with business partners, product managers, tech developers and where necessary third‑party vendors to...
- Soteria Reinsurance Ltd. is seeking a Senior Deployment Manager located in Smithfield, RI. In this role, you will focus on deploying client integration solutions and working closely with fintechs to develop integration use cases and implement integrations. The ideal candidate...
$17 per hour
...experience. What You’ll Do: Clean: Manages clean lab and studio supply organization... ...and Courtesy when greeting clients. Is knowledgeable of all service and... ...those that must be met by an employee to successfully perform the essential functions of this...Hourly payFull timePart timeFlexible hoursShift work- UMB Bank is seeking a Client Manager to manage a mid-to-large size portfolio in Providence, Rhode Island. The successful candidate will be responsible for developing client relationships and identifying opportunities to drive revenue. In addition to a Bachelor's degree...
- A leading telecommunications company is seeking an Account Manager II to enhance relationships and maximize revenue within small to medium sized accounts through consultative sales. Candidates should have a High School diploma and at least 2 years of sales experience,...Work at officeRemote work
$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$51.88k - $69.17k
...ready connectivity, join us today. The Role The Account Manager II - Inside is responsible for growing revenue in the small to medium... ...and experience. Demonstrated stable track record of success in an inside/outside sales role. Advanced understanding of...Temporary workWork at office$72k - $90.3k
Bank of America in Providence is seeking a Financial Center Leader to manage operations and enhance client experiences in financial centers. The role includes leadership responsibilities, client traffic management, coaching and fostering team collaboration. Candidates...$86.4k - $108k
...As an Account Manager II here at Honeywell, you will have a pivotal role in driving revenue growth in Honeywell Hospitality. Your responsibilities... ...your assigned region, contributing to the company's financial success, and strengthening existing and new customer relationships....Temporary workWork experience placementFlexible hours$65.79k - $87.72k
...-solving with partners such as Customer Success, Product, Marketing, Solutions/Technology... ...accounts. Providing input to sales management about trends and changes taking place within... ...the customer. Leveraging strategic client relationships and external presence to...Full timeTemporary workRemote workWork from home$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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