69 Results for

Financial Services Representative Jobs in Providence, RI

Jobs

Braintree, MA30+ days ago

We will provide you with the tools and teach you the skill sets you need to succeed in building and maintaining client relationships, as well as the leadership to make this a career for life. We are looking for motivated people, both new to the professional workforce and career changers with a track record of success, to join our growing team.

Worchester, MA12 days ago

$65,000–$80,000

Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available. This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.

New!

Braintree, Massachusetts4 days ago

$500–$1,000 Per Year
Intern

Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.

North Dartmouth, MA30+ days ago

Knowledge of 3rd party liability billing and collections;strong interpersonal and communication skills self-motivated/directed organizational skills; ability to exercise independent judgment based upon established policies protocol or practices; ability to provide and support a vision and direction to Brown University Health patients. While performing the duties of this job the employee is frequently required to walk; stand; reach with hands and arms; climb or balance; stoop kneel crouch or crawl; and talk or hear.

New!

Please note: Actual location may vary., RI4 days ago

Remote

Contractor

This Customer Service Representative role is a callcenter position supporting members with Social Determinants of Health (SDoH) by helping them identify and access local community resources. Position Summary: This Customer Service Representative will perform inbound and outbound calls to members that need help in finding local community resources to meet their social needs.

Providence, RI30+ days ago

Analyze and develop network retention strategies for follow up services to providers by establishing and maintaining contact and rapport with dental staff members, office managers, insurance coordinators, hygienists and dentists throughout an assigned territory by scheduling face-to-face meetings with dental offices. + Communicate and maintain effective working relationships both internally and externally (providers, dental industry, organized dentistry and dental consultants) keeping management informed on related healthcare industry issues/topics.

New!

RI3 days ago

Contractor

Strong computer skills, including: Typing proficiency Multitasking across multiple applications and monitors Working knowledge of Microsoft Outlook and Excel Must have: A private, dedicated workspace with a door No other individuals present in the workspace during working hours Highspeed internet with ability to hardwire via ethernet (modem to PC) Ability to provide a screenshot of internet speed upon request- ADD TO TOP OF RESUME*** High School Diploma or GED (verifiable). Position Summary: Position Summary This Customer Service Representative will perform inbound and outbound calls to members that need help in finding local community resources to meet their social needs.

Holliston, MA30+ days ago

Full-time

If you take pride in delivering five-star service, thrive under pressure, and believe every customer interaction is an opportunity to make someone’s day — this is your next great role. We’re looking for an onsite Customer Service Representative (CSR) who understands the power of a warm welcome, a calm voice, and a well-handled call.

New!

Warwick, RI4 days ago

$20–$25 Per Hour
Full-time

Veterinary Client Service RepresentativeFull-timeWarwick, RIEye Care for Animals Warwick, a Thrive Pet Healthcare partner, is looking for a friendly, service-driven Client Service Representative (CSR) to join our talented team. Through a nationwide community of over 360 veterinary providers, and an industry-leading membership program, Thrive Pet Healthcare provides personalized, accessible care through every stage of a pet’s life and health.

Holliston30+ days ago

Full-time

This on-site entry level position is responsible for managing the schedule of sales team members, technicians, project managers, and customers to successfully complete installation of HVAC systems. From frequent bbq’s and holiday parties to softball games and 5Ks to community service events, the Rodenhiser family does it all!

Providence, RI30+ days ago

Uses non-English language skills and oral communications to provide high level of culturally appropriate customer service to those patients and families who have limited English proficiency explaining clinic procedures obtaining demographic and financial information in order to complete registration and related forms and records. As needed provides customer assistance to patients with limited-English proficiency (LEP) through use of second language skills (non-English) to explain basic information regarding clinic policies and procedures billing procedures and to assist in completing registration and related forms.

Providence, RI30+ days ago

In addition ancillary duties performed provide tracking and status of follow-up care as it pertains to specific diagnostic coding billing/payment resolution and generation of system reports which reflect scheduling activities. Summary: Under the general supervision of but according to established policies and procedures the incumbent performs various administrative duties to expedite each patient's visit for clinical care.

New!

Stoughton, MAToday

Maximize the independence of consumer during all services * Report suspected abuse and neglect to DPPC and/or Employment Services Supervisor/ Program Director Competencies * Proven track record of placing people with disabilities into competitive jobs * Fluency in reading/writing and speaking English language - bi-lingual preferred * Experience in developing and writing vocational assessments, career planning, job placement and job supports both on site and off site of the employment location * Outstanding customer service and problem-solving skills Preferred Experience * Experience developing and writing vocational assessments, career planning, job placement and job coaching follow along services * Experience working with people with disabilities in vocational rehabilitation services * Knowledge of MassAbility Competitive Integrated Employment Services * Experience working with people with disabilities Required Education * High School diploma * Bachelors preferred or some college helpful. Position Title: Employment Services Job Developer and Career Counselor Location: Stoughton, MA 02072, USA- Brockton, MA 02301, USA Requisition Number: Req #262 Job Description Tempus Unlimited, Inc. is a nonprofit organization that provides community-based services to empower children and adults with disabilities to live as independently as possible in the least restrictive environment.

New!

Stoughton, MAToday

Tempus Unlimited, Inc. is a nonprofit organization that provides community-based services to empower children and adults with disabilities to live as independently as possible in the least restrictive environment. The agency, through its programs and services, encourages the inclusion of people with disabilities into the mainstream of society, including social, recreational, family and work activities.

Quincy, MA30+ days ago

Able to quickly learn and adhere to all policies and procedures related to branch operations to include, but not be limited to, check cashing, deposit taking, cash drawer settlement, online banking navigation, debit card issuance, cancellation and dispute commencement, branch opening and closing, audit requirements, BSA compliance requirements, vault and ATM/ITM administration, and other such functions. Problem Solving/Decision Making - Identifies and resolves problems in a timely manner seeking assistance as necessary, develops alternative solutions, works well in group problem solving situations, uses sound judgement, holds oneself accountable for decisions made.

Newport, RI30+ days ago

Summary: Provides financial counseling to patients by interviewing patients verifying insurance coverage establishing payment arrangements determining eligibility for financial assistance and other related activities to maximize reimbursement to the Hospital for services rendered. Assists in the maintenance of a safe and secure environment for patients employees and visitors by immediately reporting unsafe or questionable conditions people situations or Hospital security violations to the Registration Manager of the Security Guard on duty.

Providence, RI30+ days ago

Job Description: As a member of the Office of Sponsored Projects (OSP), reporting to the Director of Research Financial Compliance Team, the Analyst is responsible for supporting the Director of Research Financial Compliance with sponsored project related audits, specialized financial reporting to external sponsors and financial quality assurance/quality improvement. + Must have in-depth knowledge of Federal regulations for sponsored project funding; superlative working knowledge of sponsored project accounting and reporting functions; working knowledge of the award life cycle, including pre-award activities; experience with external audits.

Newport, RI30+ days ago

Part-time

Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.

Milford, Massachusetts30+ days ago

Overview: We are seeking a strategic, data-driven Director, Global Contingent Workforce to lead the global strategy and operations of our extended workforce—including temporary staff, contractors, SOW consultants, and freelance/gig talent. We collaborate with customers around the world to advance the release of effective, high-quality medicines, ensure the safety of food and water, and drive better patient outcomes by detecting diseases earlier, managing routine infections, and combating antibiotic resistance.

Fall River, MA30+ days ago

Full-time

Family Service Association is a comprehensive private, non-profit social service agency dedicated to the development and implementation of services designed to provide strength and support to individuals and families throughout southeastern Massachusetts. The Financial Office Assistant's responsibility is to assist Guardianship/Rep Payee Financial Supervisor with all aspects of financial matters and clerical assignments relating to clients of the Guardianship Program.

Providence, RI30+ days ago

$84,300–$143,770 Per Year

WM serves nearly 25 million customers in residential, commercial, industrial and municipal markets throughout North America through a network of collection operations, transfer stations, landfills, recycling facilities and waste-based energy production projects. + Education: Bachelor's degree (accredited) in Accounting, Business Administration or similar area of study, or in lieu of degree, High School Diploma or GED (accredited) and four years of relevant work experience.

Providence, RI30+ days ago

Duties include verifying enrollment status, making changes to records, addressing enrollment questions or concerns, resolving membership and billing issues, and accessing/updating enrollment and billing databases. + Communicate effectively with internal and external contacts to promptly resolve discrepancies in membership and billing information and to promptly provide accurate responses to written, telephone and online inquiries.

Providence, RI30+ days ago

$50,000–$80,000 Per Year

You'll play a key role in transforming learning spaces while enjoying a competitive salary of $50,000 - $80,000, a variable uncapped commission plan that pays $15,000 at quota and comprehensive benefits package designed to support your health, financial well-being, and work-life balance. Expect to spend a good portion of your day reaching out to K–12 schools and public libraries—introducing them to innovative learning space and furniture solutions, uncovering needs, and identifying new opportunities.

Only in, MA30+ days ago

Remote

$24–$27 Per Hour

The in-office environment may involve occasional noise, shared workspaces, and use of common areas, and employees are expected to be respectful of others working nearby. RequirementsPreferred bachelor’s or associate degree and four years related experience; or any satisfactory combination of experience and training which demonstrates the knowledge, skills and abilities to perform the above duties.

Newport, Rhode Island30+ days ago

Support all social service programs, including but not limited to the food pantry, community meals, clothing and furniture vouchers, utility and rental assistance, seasonal assistance, and local emergency disaster services. Scope of Position: Provide direct service for the following social services assistance programs: the food pantry, the Community Meal, rent and utility, clothing and furniture, and transportation.

New!

Providence, Rhode Island4 days ago

$61,000–$250,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

Foxborough, MA11 days ago

Sales and Service Bankers proactively engage with customers assisting with various financial needs, processing teller transactions, identifying cross-sell opportunities, resolving issues, and educating them on digital banking tools. + 6+ Months Experience in Retail Banking sales, financial services sales or consultative relationship sales role in a related industry, with proven success in establishing new customers, deepening customer relationships and delivering results - Required.

Braintree, MA30+ days ago

$75,000–$80,000

The Business Development Representative requires a minimum of a High School diploma, bachelor's degree in business, healthcare, or a related field preferred and: Minimum 3 years of experience in field sales, outreach, or business development—preferably healthcare-related. Our commitment to operational excellence, ethical leadership, and transformative care has earned our company and leadership national recognition from trusted sources, including: Inc. 5000 –5th Fastest-Growing Private Company in America .

Franklin, MA30+ days ago

Full-time

As a valued team member, interns are immersed in real projects that make a tangible impact, allowing them to apply their academic knowledge while developing critical professional skills. We handle it all – from loans to checking accounts, online banking and more – you will engage customers in all areas of banking, as well as identify any financial needs they may have.

Brockton, MA30+ days ago

Full-time

Dedham, MA30+ days ago

Key Responsibilities & Accountabilities:Handle phone inquiries for the University Main Line, as well as one other area the Enrollment Management Contact Center (EMCC) supports (Student Financial Services, Admissions, Office of Global Services) with excellent customer service in answering questions and directing callers to the appropriate areas of the University. Must have customer service experience; strong interpersonal, phone, and communications skills; some experience in working with various databases and office applications such as the Microsoft Office suite; a demonstrated sensitivity to the understanding of the needs and concerns of a diverse population.

Milton, MA30+ days ago

Handles patient questions and requests accurately and efficiently, ideally with first-call resolution, or by making appropriate referrals to other departments, based on the original purpose of the question and any other questions or requests subsequently disclosed by the patient. Ensures that all proper patient financial and demographic information is obtained and processed so BILH is fully reimbursed for clinical services provided.

Braintree, MA12 days ago

You will also help support the branch by answering incoming sales calls, waiting on incoming customers, writing sales orders/quotes, helping pick orders, helping put stock away, and other general branch duties. You will need to be able to speak comfortably with customers about plumbing/heating/HVAC products and applications, and computer literacy is necessary as it will be one of your most utilized assets in this role.

Milton, MA30+ days ago

The Patient Access Representative handles patient questions and requests accurately and efficiently, ideally with first-call resolution, or by making appropriate referrals to other departments, based on the original purpose of the question and any other questions or requests subsequently disclosed by the patient. 4. Instructs patients and obtains signatures on consent forms, financial forms, and other documents required by the clinical department; distributes documents to patients; scans, processes, and records receipt of all documents collected during registration encounter.

Brockton, MA30+ days ago

Full-time

As a Call Center Representative, you will have many opportunities to provide exemplary service to our customers and colleagues, as well as support our communities through outreach and volunteer work. We handle it all – from loans to checking accounts, online banking, and more – you will engage customers in all areas of banking, as well as identify any financial needs they may have.

New!

Bridgewater, MA4 days ago

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. This position is expected to consistently provide excellent customer service leadership to accounts, as well as represent client needs and goals within the organization to ensure quality.

Lincoln, RI7 days ago

Reviews all submitted applications (Pending/Approved) and completes all necessary steps as outlined in policy and procedure for the fulfillment of digital eBranch accounts, including but not limited to, validating IDV/OFAC/ChexSystems parameters, proper CIP requirement management, issuing plastic cards and assisting with digital banking enrollment. Achieves sales and production goals through a combination of deposit and loan account origination fulfillment, product and service cross sales to members opening accounts through the digital channel, and proactive telephone outreach to members leading to increased product/service adoption.

Providence, Rhode Island7 days ago

Develop an ongoing and sustainable relationship with end users, resellers, sign companies, subcontractors, and service providers to promote Daktronics products and services. Your responsibilities in this role will include the following sales and relationship‑building activities: Develop and successfully execute a plan for selling profitable displays within the region.

Warwick, RI30+ days ago

Full-time

At the Delaney Agency, we use data-driven systems and proven lead generation to connect our agents with families who are actively seeking help - allowing you to focus on service, not chasing prospects. This is a work-from-home opportunity for coachable, disciplined individuals who are comfortable with a 100% commission-based income and are motivated to help families who have already asked for assistance with life insurance-backed products.

Johnston, RI30+ days ago

Primary responsibilities include: + Manage appraisal and evaluation reports obtained through third-party vendor relationships with Appraisal Management Companies (AMCs), who in turn coordinate with licensed real estate appraisers to complete assignments . + Role will involve working closely with business line representatives, external vendors, and internal Collateral Risk Management team members to ensure seamless coordination and issue resolution.

Pawtucket, RI30+ days ago

Remote

No previous sales experience required; receive comprehensive training on our products/services, sales techniques, and virtual communication tools. Focus solely on quality leads without cold calling, enabling you to focus on closing deals and maximizing your potential.

L COMPTON, Rhode Island30+ days ago

The Rustman Agency is expanding and actively seeking driven Outside Sales Representatives to help protect families with personalized life insurance solutions. In this role, you will meet with clients virtually, in their homes, or in your local community to assess their needs and recommend the right coverage.

Providence, RI30+ days ago

Full-time

As a Client Acquisition Representative, you will focus on identifying client needs, presenting appropriate financial solutions, and building long-term professional relationships. If you enjoy building relationships, connecting with new people, and introducing valuable financial solutions, this opportunity can provide the flexibility and income potential you’re seeking.

Virtual, MA30+ days ago

$59,827–$65,000 Per Year

Founded in 2012, automotiveMastermind is a leading provider of predictive analytics and marketing automation solutions for the automotive industry and believes that technology can transform data, revealing key customer insights to accurately predict automotive sales. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here (https://www.spglobal.com/content/dam/spglobal/corporate/en/documents/careers/Corp_0525-Recruitment-Fraud-Alert.pdf) .

Mansfield, MA30+ days ago

With a focus on exceptional patient service, the Dental Receptionist is the front line to patient communication, assisting the patient in the necessary administrative functions of dental care. 42 North Dental is committed to helping our supported practices provide quality dental care and exceptional patient care.

Hopkinton, Massachusetts30+ days ago

$60,000–$78,000 Per Year

Physical Requirements: Walk(Move, Traverse), Stand or Sit(Stationary position), Use hand/fingers to handle or feel (Operate, Activate, Use, Prepare, Inspect, Place, Detect, Position), Talk/hear(Communicate, Detect, Converse with, Discern, Convey, Express oneself, Exchange information), See (Detect, Determine, Perceive, Identify, Recognize, Judge, Observe, Inspect, Estimate, Assess), Repetitive Motion Function in the Job: Light work - Exerting up to 20 pounds of force frequently, and/or a negligible amount of force constantly to move objects. Our broad network of facilities, superior inventories, extensive value-added processing capabilities, and world-class technology enables EMJ to provide unsurpassed service to our customers.

Warwick, RI30+ days ago

No prior sales experience is necessary; comprehensive training will be provided on our products/services, sales techniques, and virtual communication tools. - Say goodbye to cold calling; work with premium leads to focus on closing deals and maximizing your potential.

New Bedford, MA30+ days ago

No prior sales experience needed; receive comprehensive training on our products/services, sales techniques, and virtual communication tools to ensure success. This is a 1099 commission-only position where you'll be offering financial products like IULs, Annuities, Life Insurance, etc., to individuals who have expressed interest in learning more.

Cranston, RI28 days ago

Remote

Full-time

For more than 70 years, AO has proudly provided life, accident, and supplemental health benefits to members of labor unions, credit unions, and associations—helping protect the families who keep our communities strong. In this fully remote role, you’ll meet with clients through Zoom consultations, guiding them through coverage options and helping them protect what matters most—all from the comfort of your home.

Cranston, RI30+ days ago

Full-time

You'll be connecting with real people who have already expressed interest in financial solutions like Indexed Universal Life (IUL) policies, Annuities, Life Insurance, and more. If you’re looking for a rewarding career with uncapped income, flexibility, and the chance to help others while building a thriving business of your own, this is it!

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Financial Services Representative Jobs in Providence, RI

Jobs

Entry Level Financial RepresentativeRise North Capital

Financial RepresentativeDavis Family Financial LLC

College Financial Representative, Internship ProgramNorthwestern Mutual

MG Patient Financial Service RepBrown University Health

Coordinator III - Customer Service RepresentativeApidel Technologies

Dental Network Service RepresentativeHighmark Health

Customer Service RepresentativeIntegrated Resources, Inc

Customer Service RepresentativeRodenhiser Home Services Inc

Veterinary Client Service RepresentativeEye Care for Animals Warwick

Customer Service, Sales Support RepresentativeRodenhiser Home Services Inc

Outpatient Services Rep LEPBrown University Health

Outpatient Services RepBrown University Health

Employment Services Job Developer and Career CounselorTempus Unlimited Inc.

Employment Services Job Developer and Career CounselorTempus Unlimited

Member Services AssociateMass Bay Credit Union

Financial CounselorBrown University Health

Senior Financial Compliance AnalystBrown University

Personal Financial Counselor, Assignment Ready Counselor - Rhode IslandMagellan Health Services, Inc.

Managed Services - Contingent Workforce Director - hybrid New Castle DE or Milford MAWaters Corporation

Financial Office AssistantFamily Service Association - Fall River

Financial Analyst III - HealthcareWM

Enrollment & Billing RepresentativeHighmark Health

Outside Sales Representative (K-12 Educational Market)Demco

Financial Aid Advisor - Military DivisionCalifornia Institute of Applied Technology

Social Services & Office AssistantThe Salvation Army Eastern Territory

Financial AdvisorNorthwestern Mutual

Sales and Service Banker, Foxboro Patriot's Place, Foxborough, MASantander US

Business Development RepresentativeICBD

Summer Customer Information Center Representative - FranklinRockland Trust

Summer Customer Information Center Representative - BrocktonRockland Trust

Enrollment Contact RepresentativeThe Panther Group

Patient Access Representative, EveningsBeth Israel Lahey Health

Inside Sales RepresentativeGranite Group

Patient Access Representative, Days, 32 hoursBeth Israel Lahey Health

Call Center Representative - BrocktonRockland Trust

Commercial Lines Senior Associate Client Representative SelectWorld Insurance Associates, LLC.

Digital Branch Originations RepresentativeNavigant Credit Union

Sales RepresentativeDaktronics

Home Based Insurance Sales RepresentativeThe Delaney Agency llc

Appraisal Service CoordinatorCitizens

Grow Your Career: Remote Sales Representative NeededJoseph and Young

Outside Sales RepresentativesRustman Agency

Client Acquisition RepresentativeSummit Sky Consulting

Sales Development RepresentativeS&P Global

Patient Care Representative42 North Dental

Outside Sales RepresentativeEarle M. Jorgensen Company

Inside Sales RepresentativeWesley Finance Group

Work Remotely as a Sales Representative: Earn BigWesley Finance Group

Entry Level Virtual Customer Service AgentGlobe Life AIL - Lisa Russel

Account Sales RepresentativeKenneth Brown Agency

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