163 Results for

Client Service Associate Jobs in Rhode Island

Jobs

Providence, RI

$135,000–$225,000 / year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The practice handles a broad range of commercial real estate matters and offers exposure to complex transactions in a team‑oriented environment.

4 days ago

Providence, RI

$100,000–$130,000 / year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Across Massachusetts, Rhode Island, and beyond, healthcare providers—including physicians, medical practice groups, hospitals, and long-term care facilities—rely on us to provide strategic, robust defense in complex and high-stakes claims.

4 days ago

Providence, RI

$130,000–$215,000 / year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This role offers early hands-on experience across a wide range of corporate matters, including transactional work and day-to-day client advisory.

4 days ago

Providence, RI

$140,000–$225,000 / year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We are seeking a mid-level associate to join a commercial real estate practice handling a broad range of transactional work.

4 days ago

Providence, RI

$135,000–$205,000 / year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our team handles matters involving sophisticated business conflicts, and associates are given meaningful responsibility early, including involvement in strategy, drafting, discovery, and court-facing work.

4 days ago

Providence, RI

$190,000–$275,000 / year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We work collaboratively across teams to deliver consistent, thoughtful guidance, with an emphasis on understanding each client’s operations and industry so our advice is both strategic and realistic.

4 days ago

Providence, Rhode Island

$17–$19.98 / hour
Full time

Actual starting pay would be determined by experience relative to the job, market level, pay at the location for this job and other job-related factors permitted by law. An employee may be eligible for additional pay, premiums, or bonus potential.

Preferred Qualifications: .

23 days ago

North Kingstown, RI

li>Maintain the integrity of vault contents while managing workflow between Vault, Production, Product Fulfillment, and Delivery departments .

System One, and its subsidiaries including Joulé and Mountain Ltd., are leaders in delivering outsourced services and workforce solutions across North America.

6 days ago

Lincoln, RI

$26–$26 / hour

The Call Center Bilingual (Spanish/English) Associate Banker would be working for a Fortune 500 company and has career growth potential. Call Center Bilingual (Spanish/English) Associate Banker Requirements: Fluent in Spanish and English (speak, write, read).

30+ days ago

Lincoln, RI

$26–$26 / hour

Call Center Associate Banker (2nd shift) Highlights: Direct Hire; required availability: Tuesda y–Friday 12:00 PM–9:00 PM + Saturday 11:00 AM–8:00 PM (includes weekends/holidays as needed) . Assist clients through incoming calls related to credit and short-term lending.

30+ days ago

Providence, Rhode Island

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.

Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit).

30+ days ago

Providence, RI

Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

30+ days ago

Providence, Rhode Island

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*All interviews will be conducted via Zoom video conferencing

(Global Elite Empire Consultants is a third-party recruiter, not an insurance agency)

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information.

Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities?

4 days ago

Coventry, Rhode Island

Elite Empire Consultants is a third-party recruiter, not an insurance agency)We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Help Others: Use your skills and expertise to assist families in securing their financial futures, providing them with the support and guidance they need to navigate life’s uncertainties with confidence.5.

30+ days ago

Providence, RI

With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what''s next and discover new ways to accelerate growth. CBIZ strives to be our team members'' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

30+ days ago

Providence, RI

$30–$42 / hour

div style="text-align:justify"> Job Summary:

Brokerage Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our Wealth Management team represents an array of different backgrounds and brings unique perspectives, ideas, and experiences helping to create a work community that is culture-driven, resilient, results-focused, and effective.

4 days ago

Providence, RI

$25–$45 / hour

Responsibilities:Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offeringsEnsures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requestsAssists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage riskIdentifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FASupports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindsetRequired Qualifications:Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66) If these licenses are not currently held, they must be obtained within a specified timeframe if being hired into a registered job code. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.

15 days ago

Smithfield, Rhode Island

Client Service

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.

Your goals include maintaining satisfactory client service levels, high client satisfaction scores, influencing firms to embrace tools and technology, identifying training opportunities, while ensuring an overall world class client experience.

16 days ago

Smithfield, Rhode Island

Brokerage Operations, Client Service

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.

3 days ago

Smithfield, Rhode Island

Client Service

16 days ago

Smithfield, Rhode Island

Marketing

In this role, we take ownership of end-to-end client reporting across monthly, quarterly, annual, and ad hoc deliverables while working across teams like Client Services, Product, Technology, Performance, and Compliance.

3 days ago

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.

8 days ago

Smithfield, Rhode Island

li>Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments.

Fidelity’s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences such as military service, women’s leadership or environmental sustainability, who come together to create a positive, inclusive workplace for all employees.

16 days ago

Providence, RI

$17–$18.50 / hour

This is a great entry-level opportunity for individuals who are looking to expand their computer/software knowledge, hone their customer service skills, and have the potential to advance within an organization that has 18 locations and over 110 positions in the Providence/Boston area. Ideal candidates will be ready to grow their career in facilities and office services, and to take advantage of internal opportunities at IST Management for training and development toward advancement into full-time and management roles.

30+ days ago

Warren, RI

Delivery & Schedule Coordination Coordinate with operations, planning, and supply chain teams to meet on-time delivery targets Track and communicate schedule risks or delays proactively Support expediting efforts for critical or priority-rated orders (e.g., defense-rated orders such as DO/ DX priorities) Pricing & Quote Support Assist with RFQs, pricing reviews, and proposal preparation Ensure consistency with existing agreements, cost structures, and escalation clauses Support negotiations by providing data on historical pricing, volumes, and lead times Relationship Management & Account Support Build and maintain strong relationships with key customer stakeholders Understand customer programs, priorities, and future demand signals Support account managers or business development in growth initiatives as needed Data Management & Reporting Maintain accurate customer data, order status, and communication records Generate reports on backlog, on-time delivery, and customer performance metrics Support internal reviews and customer business reviews as needed Cross-Functional Coordination Interface with engineering, quality, finance, and operations to ensure alignment on customer commitments Participate in program reviews, production meetings, and demand planning discussions as needed Responsible for storing and handling all Controlled Unclassified Information (CUI) appropriately to prevent unauthorized access, dissemination, or use of this information or documentation. Essential Functions: Customer Interface & Communication Serve as the primary day-to-day point of contact for assigned customers (OEMs, Tier 1 suppliers, or government buyers) Manage inquiries related to orders, delivery status, technical questions, and issue resolution Maintain professional, responsive communication aligned with contractual commitments Order & Contract Management Process and manage customer purchase orders and quotations in ERP systems Ensure orders align with contractual terms, pricing agreements, and flow-down requirements Monitor backlog, delivery schedules, and changes to customer demand and communicate changes to impacted parties (supply chain, production, etc.).

30+ days ago

Providence, Rhode Island

$17–$18.50 / hour

This is a great opportunity for individuals who are looking to expand their computer/software knowledge, hone their customer service skills, and have the potential to advance within an organization, should other positions come available. If you require any accommodation in completing your application for employment, please let us know by informing our Talent Acquisition team at tamteam@istmanagement.com.

10 days ago

Providence, RI

$17–$18.50 / hour

p>This is a great opportunity for individuals who are looking to expand their computer/software knowledge, hone their customer service skills, and have the potential to advance within an organization, should other positions come available.

Essential Duties and Responsibilities:

Mailroom services- scanning/sorting/delivery of mail and packages on campus to appropriate client personnel - primarily, University Students.

9 days ago

Providence, RI

Remote

$20.67–$24 / hour
Full time

Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Task Management: Identify and reconcile billing inaccuracies, review policy forms, prepare submissions, online rating, proposals, AOR letters, and support new/renewal business workflows.

30+ days ago

Smithfield, Rhode Island

Remote

Brokerage Operations

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.

2 days ago

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.

15 days ago

Rhode Island

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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).

23 days ago

West Warwick, Rhode Island

Reduce controllable churn by solving problems, offering tailored incentives and uncovering upsell opportunities that truly meet customers’ needs while also assisting with billing related inquiries Here's a look at what you’ll be doing:

Answering customer disconnect calls and resolving issues, saving the day with creative solutions and attractive offers.

Client Service Associate Jobs in Rhode Island

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Client Service Associate Jobs in Rhode Island

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