UNKNOWN

FEED

Responsibilities: Client Care · Review, prepare documents and update client information as needed for client review meetings · Manage and resolve client service problems · Perform other allowable duties as assigned by the financial advisor(s) · Set up and maintain client management system · Call clients or prospects to set up meetings or appointments · Assist with coordination of client appreciation events and seminars · Assist with client mailings Business Processing · Work with home office to ensure accurate account setup and resolve issues · Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts · Maintain files and records in accordance with the records retention policy Qualifications: Must haves · Strong analytical, verbal communication, and writing skills · Strong attention to detail, positive attitude and desire to learn · An interest in financial planning, client service and investment management · Proficiency in MS Word, MS Excel, and the ability to learn financial planning software · Ability to work independently · Ability to adhere to rules and regulations required by advisors, Ameriprise Financial, and FINRA (Financial Industry Regulation Authority) · High School Diploma, or equivalent Nice to Haves · Bachelor’s Degree · Series 7 and 66 Job Type: Part-time Pay Rate: $29 - $31 hr Application Requirement Please include a cover letter as part of your application packet. Our Values Quality - We produce quality work every day Service - We provide excellent service to our Advisors Collaborative Processes - We support each other by sharing knowledge and offering assistance Learning - It is our personal responsibility to expand our knowledge bases Efficiency - We focus, utilize established processes and continuously look for new ways to work efficiently

HOUR

About Ameriprise Financial
Ameriprise Financial combines a team-based atmosphere with an entrepreneurial spirit. We are an organization that emphasizes learning and growth, rewards you for your achievements and fosters a healthy work/life balance.
From our Minneapolis headquarters throughout our offices nationwide, you'll find we live our values every day — client focused, integrity always, excellence in all we do and respect for individuals and communities. We embrace diversity in our ideas, management, employee groups and clients.
Our Investment in You
We provide employees and branch advisors with competitive compensation and rewards. Our comprehensive benefits support your health and help you balance your career and personal life. Ameriprise invests in you through compensation, retirement savings, health benefits, wellness programs, work/life balance programs, veteran benefits, etc.
Your Career at Ameriprise
When you join our corporate team, you receive competitive compensation and incentives, opportunities to share in the company's success plus comprehensive benefits. Our employees also enjoy business resource networks, transportation assistance, community service opportunities, and an on-site cafeteria.
<a href="https://sjobs.brassring.com/TGnewUI/Search/Home/Home?partnerid=25678&siteid=5275#home">Search Open Positions and Apply</a>
<a href="https://www.ameriprise.com/careers/corporate/your-career">Learn More About Joining Ameriprise </a>
Thrive in a Respectful, Supportive Environment
We have a diverse, values-based culture that embraces individual differences and encourages you to perform at your peak. We recognize your achievements and understand that work is one of the many important aspects in your life. While maintaining respect for that life balance, we help you advance your career and reach your goals.
<a href="https://www.ameriprise.com/careers/corporate/supportive-workplace/diversity">Learn More About Diversity and Inclusion at Ameriprise</a>
Build a Career that Matters to You
At Ameriprise Financial, we believe that learning is a lifelong endeavor. No matter where you are in your career path, we encourage all employees to take advantage of our professional development programs, offered in a variety of ways. Learn on your own, collaborate with a peer or work with an experienced colleague. Whatever your learning style, Ameriprise gives you the opportunity to reach your potential.
Being an Ameriprise Advisor
Join a strong, ethical company that offers you what you need to build a rewarding career as a financial advisor: Culture & Commitment, Dedication & Support, and Opportunity & Rewards. Ameriprise is committed to helping you achieve the vision you have for your practice. With training in financial planning and the backing of a strong, stable FORTUNE 500® company, you’ll discover unparalleled culture, support, and opportunities to build a successful practice. That’s the Ameriprise Difference.
<a href="https://www.ameriprise.com/careers/experienced-financial-advisors/advisor-support">Learn More About Ameriprise Advisor Support</a>
Opportunities for Students
Join an inclusive team to gain career-building skills and network in a supportive, high-energy, team-based atmosphere. Learn through real-world work and collaboration with leaders on projects that produce results through our Internship Program or gain valuable professional experience and build leadership skills through our full-time Leadership Development Program. You’ll also engage in team-building/social events, volunteer activities, executive leadership seminars, and networking opportunities.
<a href="https://sjobs.brassring.com/TGnewUI/Search/Home/Home?partnerid=25678&siteid=5275#home">Search Open Opportunities</a>

Ameriprise Financial

Client Services Specialist

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PART_TIME

OTHER

Maximus compensation is based on various factors including but not limited to job location, a candidate's education, training, experience, expected quality and quantity of work, required travel (if any), external market and internal value analysis including seniority and merit systems, as well as internal pay alignment. Maximus is a trusted federal partner supporting the Internal Revenue Service (IRS) in delivering essential services that help taxpayers navigate and meet their tax obligations.

MAXIMUS provides business services to help governments operate health and human services programs, mostly at the state and national levels. The company's health services segment offers outsourced program management and administrative services,

Maximus

Senior ALC Developer PART TIME

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The Lead Director, Decision Scientist - Forecasting Accuracy and Analytical Validation for Financial Products, ensures the accuracy, reliability, and financial integrity of analytics-driven products across the underwriting ecosystem. Analyze and synthesize quantitative and qualitative data, including findings from interviews, questionnaires, observations, and stakeholder feedback, to explain business outcomes and support decision-making.

YEAR

CVS Health offers a world of promising job opportunities across a diverse range of careers in everything from corporate and pharmacy roles to retails positions. No matter where you work at CVS Health, your unique skills, talents and abilities are welcome and valued. We recognize and reward greatness and want our employees to know their work is making a difference in the lives of millions. Join us today. Together we can continue making innovative, high-quality health and pharmacy services safe, affordable and accessible – for all.

CVS Health Corp

Lead Director - Decision Scientist and Analytical Validation for Financial Products

In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts.

StratAcuity Staffing Partners Inc

Architecture Design & Engineering Coordinator

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Instead, you will build and harden the core platform capabilities that make those pipelines possible: ingestion frameworks, data cleansing/harmonization utilities, storage and compute infrastructure, and the APIs and agentic (MCP) interfaces that let both humans and AI agents access and operate on platform data and capabilities. Adopt and champion an agentic SDLC approach, using AI coding agents and related tooling as a core part of your own development workflow to substantially multiply engineering throughput (targeting materially higher output than traditional development approaches, not incremental gains).

SS&C Technologies Holdings Inc

Senior Data Platform Engineer

The position is responsible for financial leadership across Citizens' Credit Card and Unsecured Lending portfolios, including business planning, forecasting, profitability, pricing analytics, balance sheet management, credit performance oversight, capital optimization, and executive reporting. This role will partner directly with Consumer Lending leadership, Product, Risk, Treasury, Marketing, Operations, and Enterprise Finance leaders to drive business performance, profitable growth, and strategic decision-making.

Citizens Financial Group Inc

Finance Director - Credit Card & Unsecured Lending

Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

Planning Analyst Jobs in Rhode Island

Client Services Specialist Ameriprise Financial

Senior ALC Developer PART TIME Maximus

Lead Director - Decision Scientist and Analytical Validation for Financial Products CVS Health Corp

Architecture Design & Engineering Coordinator StratAcuity Staffing Partners Inc

Senior Data Platform Engineer SS&C Technologies Holdings Inc

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