634 client experience jobs at 235 companies in South Kingstown, RI
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Client Experience Operations Manager
United States or Chicago or Austin or Tampa or Philadelphia or Salt Lake City or Providence or Atlanta or Raleigh or Nashville or Columbus or Phoenix
RemoteFull Time
RxVantage: Software platform connecting healthcare providers with life science resources.
Salesforce Service Cloud administration and certification, Zoom Contact Center or similar CCaaS experience, service data model knowledge, AI service applications, integrations, documentation, and cross-functional collaboration skills.
Salesforce Service Cloud, Zoom Contact Center, AI, CRM, CCaaS
Client Service Manager II - Clearing Client Management - Wealth Client Experience
Smithfield or Jersey City or Westlake
$66k-$125k/yrOnsiteFull Time
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
10+ YOERequires 10+ years of brokerage operations or service experience, client-facing experience, and strong relationship, project management, problem-solving, consulting, and industry knowledge skills. Bachelor's degree and Series 7 preferred.
Client Service Manager II - Clearing Client Management - Wealth Client Experience
Smithfield or Jersey City or Westlake
$66k-$125k/yrOnsiteFull Time
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
10+ YOERequires 10+ years of brokerage operations or service experience, client-facing and relationship-building skills, project execution ability, problem-solving expertise, and brokerage industry knowledge; bachelor's degree and Series 7 preferred.
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.
Provide exceptional client service, manage client/pet flow, perform admin and cash handling, use practice software and Microsoft Office, strong communication, multitasking and basic math skills.
Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft Outlook
Rarebreed Veterinary Partners: Network of veterinary hospitals providing operational and medical support.
High school diploma or equivalent required; veterinary receptionist/CSR experience preferred; office skills, telephone and multi-line system experience; compassion for pets and clients.
TEAM Wireless: Verizon Authorized Retailer selling wireless devices and service plans.
2+ YOE2+ years relevant sales experience; proven revenue growth and new account acquisition; knowledge of wireless/telecom and managed network/security solutions; Salesforce/CRM use; willingness to travel up to 20%; valid driver’s license.
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.
CliftonLarsonAllen: Professional services firm providing audit, tax, and consulting services.
8+ YOERequires 8+ years of work experience, a bachelor's degree in accounting, finance, business, or related field, client relationship and business development experience, and strong interpersonal skills. CPA preferred.
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/yrHybridFull Time
Chisholm Chisholm & Kilpatrick: Provides legal representation for veterans and disability insurance claimants.
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).
CVS HealthNYSE: CVS: Provides retail pharmacy, health insurance, and pharmacy benefit management services.
5+ YOERequires 5–8 years in cross-functional or client-facing work, initiative ownership, stakeholder influence, communication, analytics, and limited travel; bachelor's degree or equivalent experience required.
Citizens Financial GroupNYSE: CFG: Provides retail, commercial, and private banking services to customers.
3+ YOERequires SIE, Series 6/7 and Series 63/66 at hire, 3+ years banking/wealth experience working with affluent clients, regulatory knowledge, strong communication, and Salesforce CRM familiarity. Bachelor's degree preferred.
2+ YOE2+ years client services/administrative support in financial services or related field preferred; bachelor's or associate's degree preferred; strong communication, multitasking, troubleshooting; Salesforce experience; professional phone and client-facing skills.
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
FSSI: Provides outsourced document printing and electronic delivery services.
1+ YOEBachelor’s degree and 1–3 years of B2B account management, client implementation, or related experience. Requires technical aptitude, strong communication, problem-solving, coordination, and Microsoft Office proficiency.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Microsoft Teams
Allen Agency: Independent agency providing life insurance and mortgage protection products.
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.