Client Service Manager II Advisor Experience Lead
Fidelity Investments
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 at least 5 years of financial service operations experience, a Bachelor's degree, and a Series 7 certification. Strong interpersonal and communication skills are essential. The position is based in Smithfield, Rhode Island, with no sponsorship support available. #J-18808-Ljbffr
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Client Service Manager II Advisor Experience Lead in Smithfield, RI vacancy
- ...Client Service Manager I / II (Custody) – Wealth Client Experience Time onsite: required to work most days in the office (~75-100%). Location Smithfield, RI Team... ...(CSM) supports a book of Registered Investment Advisors (RIAs) that custody their clients’ assets with Fidelity...SuggestedWork at office
Fidelity Corp
Smithfield, RI4 days ago - ...Client Service Manager (I / II) Do you want to work for a fast paced, growing organization where people... ...years of operations and/or service experience in the financial services industry Series... ...a book of Registered Investment Advisors (RIAs) that custody their clients’ assets...SuggestedWork at office
Fidelity Investments
Smithfield, RI3 days ago - ## Client Service Manager II (Custody) - Wealth Client ExperienceApplylocations: Westlake, TX: Smithfield... ...a portfolio of Registered Investment Advisors (RIAs) within Fidelity’s Preferred... ...of operations and/or client service experience in financial services* Series 7...SuggestedWork at office
Soteria Reinsurance Ltd.
Smithfield, RI3 days ago - ...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... ...will have 5+ years of client service experience, Series 7 certification, and strong communication...SuggestedFull time
Soteria Reinsurance Ltd.
Smithfield, RI3 days ago - ...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 (CSM II) supports Registered Investment Advisors (RIAs) that custody assets with Fidelity This...SuggestedWork at office
Fidelity Corp
Smithfield, RI3 days ago - ...Job Description: The Role The Client Service Manager II (CSM II) supports Registered Investment Advisors (RIAs) that custody assets with Fidelity This... ...while ensuring an overall world class client experience The CSM II is expected to be key contributors...Work at office
Fidelity Investments
Smithfield, RI4 days ago - ...Smithfield, Rhode Island is seeking a Client Service Manager III to serve as the primary point of... ...select group of Registered Investment Advisors. This role involves managing complex... ...over five years of financial services experience, a Series 7 license, and strong...
- ...Fidelity Investments is seeking a Client Service Manager III in Smithfield, Rhode Island, who will... ...contact for Registered Investment Advisors (RIAs). You will manage complex client... ...Bachelor’s degree and 5+ years of relevant experience, along with Series 7 certification....
Fidelity Investments
Smithfield, RI3 days ago - ...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... ...The ideal candidate will have over 5 years of experience in the financial services sector and a Series...
Fidelity Corp
Smithfield, RI3 days ago - ...Job Description The Client Service Manager III (CSM III) serves as the primary point of contact... ...select group of Registered Investment Advisors (RIAs) who have custody assets with Fidelity... ...of operations and/or client service experience in financial services Series 7...Work at office
Fidelity Corp
Smithfield, RI3 days ago - ...Description: Investment Management Consultant II Serves as a... ...focusing on customer experience, retention, and sales... ...partnership with the client's Financial... ...managed account sales and service needs, including Annual... ...Personal and Workplace Advisors LLC| utilizing...
Fidelity Investments
Smithfield, RI13 hours ago $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- ...Clark Team in Smithfield is looking for a dedicated client relations specialist to enhance client experiences. This full-time role requires exceptional... ...skills, organization, and a proactive approach to managing client relationships. You’ll ensure clients feel informed...Full 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... ...'s degree and 5+ years of relevant experience, including the required Series 7 license....
- Fidelity Investments is seeking a Client Service Manager in Smithfield, Rhode Island. The role involves servicing, educating, and resolving day... ...will have a Bachelor’s Degree and over 5 years of experience in the financial services industry. An integral part of the...
- 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... ...processes. Candidates should have 5+ years of experience in Brokerage Operations, strong analytical...
$71.2k - $158.2k
...Job Description Lead Learning Consultant... ...training programs for clients to support their... ...productive learning experience. The Learning Consultant II will also... ...learning and change management strategies within the... ...across our products and services, we help customers...Temporary workWork at officeLocal areaFlexible hoursOracle
Providence, RI4 days ago- ...Environmental Health and Safety Engineer II to ensure the safety of our facilities and... ...and overseeing EHS programs and leading safety initiatives. The successful candidate... ...or Engineering, and at least 5 years of experience in HSS compliance. Strong interpersonal skills...
$54.3k - $145.86k
...Koitecc Solutions in Rhode Island is seeking a Manager Corporate IT Audit to lead SOC audits and manage the full audit process, ensuring compliance... ...The ideal candidate will have over 5 years of IT audit experience and strong communication skills. This full-time position...Full timeKoitecc Solutions
Providence, RI3 days ago- ...Dunkin' Donuts is seeking a dedicated Restaurant Manager in North Providence, Rhode Island, to lead their team and ensure an exceptional guest experience. You will develop your team, maintain brand standards, and manage daily operations effectively. The ideal candidate...
Dunkin' Donuts
North Providence, RI21 hours ago $25 - $50 per hour
...Role Overview TSA is accepting applications for Lead and Supervisory Transportation Security Officers at airports in North Scituate... ...teams Ensure TSA compliance Train and mentor officers Manage checkpoint operations Disclaimer This is not a direct job...Shift workNight shiftWeekend work- ...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
Soteria Reinsurance Ltd.
Smithfield, RI3 days ago $17.8 - $24.1 per hour
...Merchandising Team Leader in ensuring the store meets AEO Brand Visual Standards. You will lead the merchandising team, drive successful Floorset execution, and maintain a strong guest experience. The ideal candidate has strong retail skills, attention to detail, and flexible...Part timeFlexible hours$18 - $21 per hour
...Rhode Island is seeking a Store Leader to manage operations in the absence of management.... .... Candidates should have prior retail experience and strong leadership skills. The role offers... ...on delivering exceptional customer service and compliance with retail regulations....Hourly payShift work- Panera LLC is seeking a Catering Lead in Providence, RI to oversee catering orders and ensure exceptional service. In this role, you will manage orders, create memorable guest experiences, and ensure adherence to food safety standards. Ideal candidates should have strong...Flexible hours
$19 - $20 per hour
...in Providence, Rhode Island is seeking an Experience Team Member to enhance customer interactions and support property management. This role requires fostering community relationships... ..., and maintaining high standards in service. Candidates should have a customer-centric...Flexible hours- The Ontario Trillium Foundation in Seekonk, Massachusetts is looking for a FOH Closing Manager to assist in shift management and ensure an outstanding guest experience. This full-time role requires oversight of the restaurant's closing processes and supervising Team Members...Full timeRemote workShift work
$65k - $75k
Bally’s Corporation is seeking a Candidate Experience Manager to lead all aspects of recruitment from sourcing to hiring. This role requires a strategic mindset to design recruitment initiatives and provide analytical support to measure recruitment impact while ensuring...- .... The Role Reporting to the Store Manager, your main focus as a Team Lead is contributing to your store success... ...by promoting a positive shopping experience for each customer, which will build... ...exceptionally high level of attention and service Social Media Skills, knowledge of...Local areaFlexible hoursAfternoon shift
$20.5 - $26.88 per hour
...member in Providence, Rhode Island. The ideal candidate will supervise store operations, mentor team members, and enhance customer experiences. This role requires at least one year of retail experience and strong communication skills. Compensation ranges from $20.50 to $2...Hourly payPart time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Service Manager II Advisor Experience Lead. Be the first to apply!
Related searches
- engagement manager Smithfield, RI
- client relationship manager Smithfield, RI
- client service manager Smithfield, RI
- client executive Smithfield, RI
- client engagement manager Smithfield, RI
- client services coordinator Smithfield, RI
- client services supervisor Smithfield, RI
- client manager Smithfield, RI
- engagement director Smithfield, RI
- client experience manager Smithfield, RI