386 Results for

Client Associate Jobs in Providence, RI

No remote option; must work at a specified Cox location

Travel %.

Fidelity logo

Smithfield, Rhode Island

Brokerage OperationsPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. The Client Experience (CE) division drives the service strategy for clients of Fidelity Clearing & Custody Solutions ('FCCS'), which includes banks and broker dealers in the clearing space and registered investment advisors ('RIA'), professional asset managers, strategic acquirers, and retirement advisors and administrators in the custody space.

Fidelity logo
New

Smithfield, Rhode Island
Remote

Brokerage Operations

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others.

The Client Experience (CE) division drives the service strategy for clients of Fidelity Clearing and Custody Solutions (FCCS), which includes banks and broker dealers in the clearing space and registered investment advisors (RIA), professional asset managers, strategic acquirers, and retirement advisors and administrators in the custody space.

Fidelity logo

Smithfield, Rhode Island

Brokerage OperationsPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Join us as a Trade Service Manager where you will join a team of highly-skilled professionals whose focus is to go above and beyond and provide outstanding trade support services to our Registered Investment Advisor (RIA) and Separate Account Manager (SAM) clients.

MA

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  • Reception Coordination - Provide exemplary face-to-face client service including the following:

  • Welcome, direct and assist clients and patients from our hospital lobby (greeter with mobile work station) or at the reception desk.

  • Appointment Management: Effectively manage clinician schedules including the following responsibilities:

  • Schedule initial and follow-up patient appointments with appropriate service and clinician.

  • New

    Bridgewater, MA
    • Full time

    World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Under the guidance of a service manager, this position serves as the primary service contact for a book of select commercial clients and is responsible for client satisfaction and strategic planning.

    Bridgewater, MA
    • Full time

    World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K.

    MA
    Remote

    li>Extensive knowledge of a digital/technology leaders focus areas and an in-depth understanding of the IT industry (including leadership, IT operations management, IT and Business strategy, technology trends, performance metrics, KPI's etc.) and priorities such as the challenges of "today's" digital/technology leaders and how Gartner ExP can make the difference as an advisory organization. These members benefit from the convenience of a single source of knowledge and insight focused on CIO-level challenges, service delivery in their context, the shared knowledge of the world's largest community of CIOs and Technology Leaders, and the assurance of Gartner objectivity and independence.

    Rhode Island

    li>

    Assists with internal data integrity tasks, including updating systems such as Plansight, BenefitPoint, ImageRight, or SharePoint when needed.

  • Advanced proficiency in Microsoft Excel; strong skills in other Microsoft Office applications (Outlook, Word, Teams, SharePoint).

  • MA

    Preferred retail experience in a similar position High School diploma or equivalent preferred Excellent communication (verbal and written) skills and demonstrated passion for working as a team Proficiency using technical resources for client outreach, such as CRM, WeChat, etc. Your ability to combine entrepreneurial spirit, passion for the brand, exemplify the companys values and knowledge of the luxury retail business will greatly influence the client experience.

    MA
    Remote
    • $78,100–$123,000 / year

    p>For You: Grow and recharge with tuition reimbursement, flexible time off for exempt employees or paid time off for nonexempt employees, up to 12 paid holidays per year, commuter benefits, employee discounts, charitable gift matching, and paid volunteer time off, plus corporate volunteer events that make it easy to give back.

    TransUnion Overview:

    At TransUnion, we encourage and are committed to creating a real, positive impact and shared sense of purpose within our Workforce for Good, which empowers our people to grow, innovate and contribute to a better future for our communities and customers.

    MA
    • $15–$18 / hour

    The Client Service Representative is the pivot around which the hospital operates and is responsible for: Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms. Answering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control).

    Stoughton, Massachusetts

    Answering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control). The CSR is the pivot around which the hospital operates and is responsible for: • Customer service functions, including: greeting visitors, answering telephones, and helping clients with all their pets needs.

    Uxbridge, Massachusetts

    The Client Service Representative is the pivot around which the hospital operates and is responsible for:

    • Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms.
    • Answering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control).

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