51 client associate jobs at 31 companies in Newport, RI
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Client Associate/Registered Client Associate
Providence, Rhode Island, United States
$40k-$70k/yrOnsiteFull Time
Royal Bank of CanadaTSX: RY: Provides personal, commercial, and investment banking services worldwide.
Bachelor’s degree or equivalent experience; strong communication and client service skills; Series 7 and 66 (or 63/65) licenses or willingness to obtain within 12 months; attention to detail and adaptability to changing technology.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to Financial Advisors, manage client materials, follow policies, and promote banking solutions; strong communication and computer skills required.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
Cape Cod Veterinary Specialists: Provides emergency and specialized veterinary medical services for pets.
1+ YOE1+ year veterinary hospital experience preferred; strong customer service and communication skills; multitasking under pressure; comfortable with computers; basic math for payments; team-oriented; eager to learn.
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
High school diploma/GED, client-service experience, strong communication, Microsoft Word/Excel/PowerPoint and Salesforce proficiency; FINRA SIE/Series licenses preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
0+ YOEHigh school diploma; office experience preferred; securities licensing (Series 7/63/65/66) or ability to obtain within 12 months; excellent customer service; proficient in Word/Excel/PowerPoint/Outlook; team player; detail-oriented; thrives in a fast-paced environment; high ethical standards.
World Insurance Associates: Provides insurance brokerage, risk management, and financial consulting services.
3+ YOE3+ years commercial property & casualty experience, state P&C insurance license, proficiency with EPIC/CSR24/Indio, Microsoft Excel and Word, strong written and oral communication, and client service skills.
EPIC, CSR24, Indio, Microsoft Excel, Microsoft Word
MEDITECH: Provides electronic health record software for healthcare organizations.
Bachelor's or associate degree preferred, strong communication and project management skills, customer service or related experience, ability to travel extensively and manage travel expenses.
Thames Valley Council for Community Action: Provides social services and support to disadvantaged community members.
2+ YOEBachelor's plus 2 yrs related experience or Associates plus 4 yrs, or High School plus 5 yrs. Experience in strength-based case management, valid driver's license, strong computer and communication skills.
Tribeware, Microsoft Office, Microsoft Excel, Microsoft Access, Microsoft Publisher
Washington TrustNASDAQ: WASH: Provides personal and commercial banking and wealth management services.
5+ YOEBachelor's degree or equivalent experience and 5+ years in wealth management or client administration; strong operational, documentation, and client service skills; proficiency with Microsoft Word, Excel, Outlook.
Microsoft Word, Microsoft Excel, Microsoft Outlook
Sephora: Global retailer of prestige beauty and personal care products.
1+ YOE1–2 years retail or client-focused experience; ability to lift up to 50 pounds; strong organization, communication, and teamwork; availability for nights, weekends, and holidays.
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
1+ YOE1-2 years retail or client-facing experience, ability to lift up to 50 lbs, strong organization and communication, available nights/weekends/holidays, punctual and reliable.
Gray, Gray & Gray: Providing professional accounting, tax, and business advisory services.
3+ YOEBachelor's degree, 3–5 years financial services experience, strong client service and communication skills, proficiency in Microsoft Office and Excel, interest in pursuing CFA/CFP helpful.
Microbac Laboratories: Provides laboratory testing services for food and environmental safety
Degree in Food Science/Chemistry or related field; technical understanding of food/environmental testing; lab or client service experience preferred; strong communication and project coordination skills; ability to lift up to 25 lbs; travel <20%.
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
5+ YOE5+ years relevant experience; active securities licenses (Series 7 and Series 66 or Series 63 and Series 65); college degree preferred; strong client service, communication, and MS Excel skills; knowledge of financial products.
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
5+ YOE5+ years relevant experience; active Series 7 and Series 66 or Series 63 + Series 65 required; strong client service, Excel and MS Office skills, knowledge of financial products, and ability to support FAs/PWAs in business development.
Part Time Associate Banker Rhode Island (30 Hours)
East Greenwich, Rhode Island, United States
$23-$28/hrOnsiteAll Commitments Available
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
High school diploma or GED; client service experience; ability to build relationships; ability to learn products quickly; strong communication and problem-solving skills.
Durham or Austin or New Providence or San Francisco or Carlsbad or New York or Northborough or Rockville or Chesapeake or Milwaukee or Richmond or Boston or Providence or Rosemont or San Mateo or Greenwich or Bethlehem or Falls Church or Marietta or Parsippany or Wayne
$126k-$350k/yrRemoteFull Time
IQVIANYSE: IQV: Provides clinical research and data analytics for pharmaceutical companies.
7+ YOEMaster's (minimum) in epidemiology/biostatistics,7+ years evidence synthesis in pharma consulting,client-facing experience,expert SLR and ITC/NMA skills,Bayesian analysis experience,project management and strong written English.
Microsoft PowerPoint, Microsoft Excel, Microsoft Word