33 client associate jobs at 19 companies in Rhode Island
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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
Citizens Financial GroupNYSE: CFG: Provides retail, commercial, and private banking services to customers.
Supports wealth managers with client onboarding, relationship management, and communications. May require Series 7 and 66 or 63/65; undergraduate degree preferred; prior brokerage or RIA experience and investment product knowledge preferred.
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
High school diploma required; active Series 7 and Series 66 (or Series 63 and 65) preferred. Advanced Microsoft Office skills, knowledge of financial products, strong client service and communication skills. 2+ years industry experience preferred.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Strong communication and interpersonal skills, ability to work independently and in a team, integrity and desire to help families; remote work and Zoom interviews.
United States or Alaska or Hawaii or Maine or Mississippi or New Hampshire or New Mexico or North Dakota or Rhode Island or South Carolina or South Dakota or West Virginia or Wyoming
$51k-$61k/yrRemoteFull Time
Navitus Health Solutions: Transparent pharmacy benefit management and specialty pharmacy provider.
5+ YOEAssociate or bachelor’s degree (preferred) or 5+ years relevant experience; intermediate Microsoft Office; SharePoint experience; audit administration, spreadsheet skills, attention to detail, and compliance support.
SharePoint, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
Private Client International Tax and Estate Planning Associate / Senior Associate
New York City or Boston or Washington or Connecticut or Florida or Massachusetts or New Jersey or New York or Rhode Island
$210k-$270k/yrHybridFull Time
Day Pitney: Provides comprehensive legal services for businesses and individuals.
5+ YOEMinimum 5 years international tax and estate planning experience; strong technical, analytical, writing, and client-service skills; ability to work independently; member in good standing in jurisdiction of practice.
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
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
Provide consultative inbound/outbound guidance to workplace and personal investment clients; obtain SIE, Series 7 and Series 66 (paid support); strong communication and relationship skills; experience with warm leads preferred.
C.A. Ferolie: Family-owned grocery and consumer products distributor.
1+ YOEAssociate or Bachelor’s in Marketing/Communications; 1-2 years experience; strong presentation, analytical, Excel, and client-relationship skills.
Associate Director/Director Strategy, Real World Evidence and Late Phase
Canada or Rhode Island or Maine or Ohio or Arizona or Delaware or North Carolina or Tennessee or Louisiana or Maryland or Michigan or Connecticut or District of Columbia or Hawaii or North Dakota or New York or Virginia or Georgia or Wisconsin or New Hampshire or Arkansas or Vermont or Mississippi or Alaska or Washington or Montana or Missouri or Texas or Kansas or Illinois or Oklahoma or California or Nevada or Florida or West Virginia or Idaho or Pennsylvania or Indiana or Nebraska or Utah or New Mexico or New Jersey or South Dakota or Kentucky or South Carolina or Alabama or Wyoming or Massachusetts or Minnesota or Puerto Rico or Iowa or Oregon
RemoteFull Time
Syneos Health: Clinical trial and commercialization services for biopharmaceutical firms.
5+ YOE5+ years RWE/RWLP experience, BA/BS in life sciences or nursing (PhD preferred), strong RWD/RWE methods knowledge, experience managing clinical/RW projects, presentation and client-facing skills, ability to mentor staff.
Community Care Alliance: Provides comprehensive social, mental health, and recovery support services.
Associates in human services required, approved driver's record and reliable transportation, strong writing/computer/documentation skills, ability to transport clients; knowledge of addiction a plus.
Coos County or Massachusetts or Rhode Island or Connecticut or New Hampshire or Maine
$60k-$110k/yrFieldFull Time, Part Time
HFM Realty: Full-service real estate brokerage providing property buying and selling services.
Must hold a real estate license, join MLS and Realtor association, self-manage prospecting, negotiating and client communication, be responsive, and use common technology (computers, email, cell phone).
SodexoEuronext Paris: SW: Provides food service and facilities management solutions.
4+ YOE3+ MgmtAssociate degree in relevant field, 3 years management experience, 4 years school nutrition experience, strong financial/P&L skills, USDA and food safety knowledge, leadership and client relationship abilities.
West Bay Collaborative: Providing specialized educational programs and vocational transition services.
Associates degree in human services required; Bachelor's degree preferred; experience with adolescents; strong communication and writing skills; available to work school and non-school hours; safe driving record and willing to transport students/clients in agency vehicles.