1mo
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Client Experience Specialist
United States or California or Colorado or Connecticut or Maryland or Nevada or Rhode Island or Washington or New York City
$45k-$60k/yr RemoteFull Time
1+ YOE1+ year high-volume call center experience required; comfortable with quota-driven metrics and outbound calling. Must log CRM interactions, schedule advisor consultations, communicate clearly, adapt quickly, and work some holidays/weekends. Remote within contiguous U.S.
1mo
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Client Service Representative - Wealth Client Experience
Smithfield, Rhode Island, United States
OnsiteFull Time
2+ YOE2+ years operations or service experience in financial services preferred; bachelor's degree preferred. Strong operational/process knowledge, customer service, communication, prioritization, escalation awareness, and continuous learning.
1mo
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Client Associate/Registered Client Associate
Providence, Rhode Island, United States
$40k-$70k/yr OnsiteFull Time
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.
1w
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Wealth Management Client Associate
Providence, Rhode Island, United States
$25-$44/hr OnsiteFull Time
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
9h
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SVP Client Operations
New York or Arizona or California or Colorado or Delaware or Connecticut or Florida or Georgia or Illinois or Kansas or Indiana or Louisiana or Maryland or Massachusetts or Michigan or Minnesota or Missouri or Nevada or New Jersey or New York or North Carolina or Oregon or Pennsylvania or Rhode Island or Texas or Virginia or District of Columbia
$186k-$249k/yr HybridFull Time
15+ YOE15+ years in project/operations/client operations within an agency; experience leading PM teams, operational and financial management, change leadership, executive communication, and practical AI/technology experience.
1mo
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Client Director - Northeast
New York or Massachusetts or New Hampshire or Rhode Island or Maine or Vermont or Connecticut or New York or New Jersey or United States
$180k-$216k/yr HybridFull Time
10+ YOE10+ years enterprise technology sales, 2+ years in strategic account/client director roles, proven executive engagement, experience in IT Service Management/DEX or adjacent software, quota and renewal ownership, ability to develop account strategies.
1w
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Client Relationship Manager, Client Services - Retirement
Pittsburgh or Baxter or Indianapolis or Las Vegas or Glendale or New York City or South Lyon or Cedar Rapids or Richmond or St. Louis or Greensboro or Lake Mary or Newton or Madison or Kansas City or Woodcliff Lake or Fargo or Dresher or Alabama or Alaska or Arizona or Arkansas or California or Colorado or Connecticut or Delaware or Florida or Georgia or Hawaii or Idaho or Illinois or Indiana or Iowa or Kansas or Kentucky or Louisiana or Maine or Maryland or Massachusetts or Michigan or Minnesota or Mississippi or Missouri or Montana or Nebraska or Nevada or New Hampshire or New Jersey or New Mexico or New York or North Carolina or North Dakota or Ohio or Oklahoma or Oregon or Pennsylvania or Rhode Island or South Carolina or South Dakota or Tennessee or Texas or Utah or Vermont or Virginia or Washington or West Virginia or Wisconsin or Wyoming or Poland
RemoteFull Time
5+ YOEBachelor's or equivalent, 5+ years client relationship experience in financial services, 7+ years retirement services experience preferred; ASPPA/CEBS preferred; strong analytical, communication, and project management skills; ability to travel.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
4d
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Private Wealth, Client Associate
New York or Johnston or Stamford or Pittsburgh
$35-$44/hr OnsiteFull Time
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.
3w
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Client Success Manager
United States or Spain or Arizona or Arkansas or California or Connecticut or Florida or Georgia or Idaho or Illinois or Maine or Massachusetts or Michigan or Missouri or Nevada or New Hampshire or New Jersey or New York or North Carolina or Ohio or Oregon or Pennsylvania or Rhode Island or South Carolina or Tennessee or Texas or Utah or Vermont or Virginia or Washington or Wisconsin
RemoteFull Time
2+ YOE2+ years client success/account management experience, SaaS experience, CRM and web tool proficiency, strong project management, communication, and relationship-building skills; remote work during Eastern Time business hours.
2w
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Client Specialist
Cranston, Rhode Island, United States
OnsitePart Time
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.
POS, computer, iPad, handheld
2w
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Client Services Executive
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
$75k-$92k/yr RemoteFull Time
5+ YOEBachelor's preferred; 5+ years client-facing experience (preferably healthcare/PBM); strategic planning, presentation, communication, and travel; valid driver’s license and auto insurance.
3-D, Navi-tools, Microsoft Office, Email, Internet
3w
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Client Advocate/Paralegal
Providence or Colorado or Connecticut or Florida or Georgia or Illinois or Louisiana or Maine or Massachusetts or New Jersey or North Carolina or Ohio or Rhode Island or South Carolina or Texas or Utah or Virginia
$44k/yr HybridFull Time
High school required (BA preferred); strong verbal/written communication, client service experience preferred; proficiency with Microsoft Office, Outlook, and Adobe Acrobat; ability to obtain PIV card and VA network access (govt background check).
Microsoft Office, Outlook, Adobe Acrobat
1d
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Manager Client Project Management
Pittsburgh or Maryland or Washington or North Carolina or Louisiana or Kentucky or Kansas or Indiana or Illinois or Georgia or Iowa or Florida or Colorado or California or Delaware or Connecticut or Arkansas or Arizona or Alabama or Alaska or Nevada or Vermont or Tennessee or Idaho or Oklahoma or Hawaii or Mississippi or Utah or New Hampshire or New Mexico or Wyoming or North Dakota or South Dakota or Rhode Island or West Virginia or Montana or Texas or District of Columbia or Ohio or New Jersey or Oregon or South Carolina or Missouri or Virginia or Massachusetts or Nebraska or Minnesota or Michigan or Wisconsin or New York or Maine
OnsiteFull Time
7+ YOE7 years project delivery and client relationship experience; bachelor\u0002s degree in healthcare/business/IT or equivalent; strong project, financial, stakeholder management; PMP preferred.
1mo
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Senior Director Client Services
Alabama or Michigan or Louisiana or Nebraska or Missouri or Wisconsin or Ortigas or South Carolina or Delaware or Kentucky or Tennessee or Illinois or Virginia or Georgia or Minnesota or Iowa or Oregon or Washington or Mississippi or North Carolina or Wyoming or Arkansas or Indiana or Pennsylvania or Oklahoma or Utah or Texas or Rhode Island or Nevada or Colorado or Arizona or South Dakota or Idaho or Florida or Maryland or West Virginia or Ohio or New Mexico or New Hampshire or Kansas or Connecticut or California or Massachusetts or New Jersey or New York
RemoteFull Time
5+ YOE3+ Mgmt5+ years client services experience with 3+ years at Director level, BPO/outsourcing background, experience managing high-profile/regulatory accounts, financial and operational acumen, people leadership, and ability to travel as needed.
Microsoft Excel, Microsoft PowerPoint
3w
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Director, Client Service Manager
Smithfield or Jersey City or Westlake
$95k-$186k/yr OnsiteFull Time
Experience in financial services operations and client management; knowledge of transfer agent operations, SEC regulations, treasury/shareholder services; project management; intermediate Microsoft Office skills; strong communication, analytic, and decision-making skills.
Microsoft Office
1mo
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Client Relationship Coordinator - Private Wealth
Rockford or California or District of Columbia or New Jersey or New York or Colorado or Connecticut or Delaware or Illinois or Massachusetts or Maryland or Minnesota or Pennsylvania or Rhode Island or Texas or Washington or Wisconsin
$34k-$60k/yr HybridFull Time
Bachelor's degree or equivalent; strong communication, organization, and attention to detail; experience in financial services preferred; ability to manage client engagement and maintain Salesforce CRM.
Salesforce CRM
3mo
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Work From Home - Client Services Representative
Pawtucket, Rhode Island, United States
RemoteFull Time
Experience in client consultations, needs assessment, relationship management; comfortable with virtual meetings; strong communication; able to work from home.
Zoom, Web Conferencing, CRM
1mo
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Client Support & Benefits Representative
Newport, Rhode Island, United States
RemoteFull Time, Part Time
Requires (or willingness to obtain) an insurance license, strong communication and interpersonal skills, self-motivation, basic computer/CRM skills, and ability to generate leads and manage client relationships.
CRM
3mo
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Registered Client Service Associate
Providence, Rhode Island, United States
OnsiteFull Time
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
2w
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Client Services Specialist
Providence or Boston
$20-$45/hr HybridFull Time
2+ YOEHigh school diploma or GED, 2+ years accounting experience, strong verbal/written communication, team and independent work, maintain relevant licenses, and proficient with applicable technology.
IRS FATCA Registration System, Cayman DITC Portal
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