1,253 client jobs at 435 companies in Coventry, 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
Banfield Pet Hospital: Provider of comprehensive preventive veterinary care for pets.
Coordinating client and pet flow, promoting wellness plans, scheduling, cash handling, client education, and delivering professional front-desk service.
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
Provide client service and administrative support to financial advisors, execute money movements, manage calendars, and use Microsoft Office and digital client tools.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
Mars Veterinary Health: Global provider of preventive, specialty, and emergency veterinary care.
Provide customer-facing reception, appointment scheduling, payment processing, client education, basic hospital maintenance, and medical record management in a veterinary practice.
National Veterinary Associates: Operates a network of veterinary hospitals and pet resorts.
1+ YOEMinimum 1 year of customer service experience in veterinary medicine; strong communication, multitasking, client management, recordkeeping, scheduling and payment processing skills.
Amplix: Provides technology advisory, managed services, and cloud optimization solutions.
Serve as primary client point of contact, manage implementations/transitions, deliver recurring reports and deliverables, achieve SLA targets, and coordinate with internal teams and carriers.
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Outlook, SAP
Crane Worldwide Logistics: Provides global freight forwarding and third-party logistics services.
2+ YOERespond to client inquiries, resolve orders and delivery issues, and assist with freight documentation and problem solving. 0-2 years experience; high school diploma required.
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
High school diploma or equivalent required; college preferred. Strong client service, organizational and Microsoft Office skills; willingness to obtain Series licensing (7,63/65,66).
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
Moneta: Provides independent wealth management and financial advisory services.
Client service experience in financial services; bachelor’s degree preferred; 2-3 years experience preferred; authorized to work in the U.S.; strong communication and regulatory compliance awareness.
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.
Tufts Veterinary Emergency Treatment & Specialties: Provides 24-hour emergency and specialty veterinary services for pets.
1+ YOEHigh school diploma; 1+ year in veterinary field; 3+ years in client service; excellent interpersonal and written communication; organized; detail-oriented; able to lift 30 lbs.
Focus Financial Partners: Global partnership of independent fiduciary wealth management firms.
1+ YOEBachelor's degree with 1+ years relevant experience, strong written/verbal communication, Microsoft Office and Teams proficiency, Salesforce preferred, time management, problem-solving, and client service skills.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Teams, Salesforce
KnitWell Group: Retailer operating a portfolio of iconic women's fashion brands.
Retail sales experience, strong communication and organizational skills, technological aptitude with POS/computer/iPad/handheld systems, availability 20–29 hours/week, flexible schedule including evenings/weekends/holidays, ability to lift 40 lbs.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
3+ YOEBachelor's with 3+ years client service/claims experience OR HS/GED with 8+ years; producer's license; ability to travel up to 25%; Microsoft Office proficiency; strong communication and consultative skills.
Tufts University: Private research university providing higher education and academic research.
2+ YOEHigh school diploma, 2+ years customer service experience, strong communication, ability to lift 40 lbs, 40 WPM typing, familiarity with Microsoft Office and EMR, empathy with bereaved clients.
VCA Animal Hospitals: Operates animal hospitals providing veterinary medicine and pet services.
Provide front-desk customer service including greeting clients, answering phones, scheduling appointments, processing payments, managing medical records, and maintaining facility cleanliness; prior CSR experience preferred.