HiringCafe
Join our community

47 client finance jobs at 18 companies in Rhode Island

3d
Save
Mark Applied
Hide
Director of Client Finance (Future Opportunities)
Arizona or Florida or Rhode Island or Minnesota or Idaho or Texas or Minneapolis
$120k-$150k/yr RemoteFull Time
Charter Impact: A remote-first provider of personalized finance, operations, and business management support for mission-driven organizations.
7+ YOEBachelor's degree in accounting or finance, 7 years of experience including staff oversight, nonprofit or school finance experience, strong communication, organization, Microsoft Office and accounting systems proficiency.
Microsoft Office, Microsoft Excel, Sage Intacct
Job PostingView all
1mo
Save
Mark Applied
Hide
Client Associate/Registered Client Associate
Providence, Rhode Island, United States
$40k-$70k/yr OnsiteFull Time
Royal Bank of Canada
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.
Job PostingView all
1mo
Save
Mark Applied
Hide
Client Services Specialist
Providence or Boston
$20-$45/hr HybridFull Time
CBIZ
CBIZNYSE: CBZ: Provides financial, tax, and business advisory services to organizations.
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
Job PostingView all
1mo
Save
Mark Applied
Hide
Senior Client Account Specialist
Austin or Boston or Chattanooga or Chicago or Dallas or Denver or Houston or Jefferson City or Kansas City or Los Angeles or Madison or Milwaukee or Minneapolis or Nashville or Oakland or Omaha or Phoenix or Providence or Springfield or Saint Louis or Washington or Multiple Locations or Virtual Office
$54k-$120k/yr HybridFull Time
Husch Blackwell
Husch Blackwell: A nationwide firm providing industry-focused legal and litigation services.
5+ YOE5+ years accounting experience in professional services preferred, bachelors degree preferred, strong accounting/analytical skills, high attention to detail, Microsoft Office, ARCS Collections Software and Elite proficiency.
Microsoft Office Suite, ARCS Collections Software, Elite
Job PostingView all
1mo
Save
Mark Applied
Hide
Retirement Client Advisor
Minneapolis or Milwaukee 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 or United States
$100k-$189k/yr RemoteFull Time
UMB Financial
UMB FinancialNASDAQ: UMBF: Provides banking, wealth management, and institutional financial services.
5+ YOEBachelor's in business/finance or equivalent experience; 5+ years in financial services with ≥3 years sales; knowledge of retirement plans (DC), ERISA/DOL/IRS rules, investment manager selection, CRM use, strong communication and critical thinking.
CRM
Job PostingView all
2w
Save
Mark Applied
Hide
Wealth Advisor
Westerly or Providence
$125k-$175k/yr OnsiteFull Time
Washington Trust
Washington TrustNASDAQ: WASH: Provides personal and commercial banking and wealth management services.
10+ YOECFP or CTFA required or in progress, Bachelor's in Finance/Business, 10+ years experience in financial planning/wealth advisory, strong fiduciary focus, client relationship and communication skills.
CRM
Job PostingView all
1mo
Save
Mark Applied
Hide
Cannabis Outsourced Accounting Manager
Princeton or Boca Raton or Boston or Braintree or Buffalo or Burlington or Lincolnshire or Columbia or East Brunswick or Houston or Encino or Nashville or New York or Irvine or Orlando or Philadelphia or Portland or Red Bank or Rochester or Saddle Brook or Carlsbad or San Francisco or San Ramon or Seattle or Tysons Corner or Whippany or Providence or Batavia
$125k-$145k/yr HybridFull Time
Withum
Withum: Professional services firm offering audit, tax, and advisory solutions.
5+ YOEBachelor’s in accounting/finance required, CPA preferred,5–7+ years progressive accounting experience with leadership, ERP and Excel proficiency, experience with outsourced accounting and client service.
NetSuite, Intacct, QBO, SAP, Oracle, R365, Microsoft Excel
Job PostingView all
2mo
Save
Mark Applied
Hide
Audit Manager/Director - State and Local Government
Cranston or New York City or Quincy or Andover or Boston or Shelton or West Hartford or King of Prussia
$109k-$190k/yr OnsiteFull Time
CliftonLarsonAllen
CliftonLarsonAllen: Professional services firm providing audit, tax, and consulting services.
6+ YOEBachelor's in accounting/finance, CPA required, minimum 6 years public accounting experience, experience managing governmental and single audits preferred, experience leading teams and client engagements.
Job PostingView all
2mo
Save
Mark Applied
Hide
Senior Captive Account Manager
Tennessee or Maryland or Louisiana or Oklahoma or Idaho or West Virginia or Florida or New Jersey or District of Columbia or North Carolina or North Dakota or Delaware or Vermont or South Carolina or Texas or Oregon or South Dakota or Washington or Georgia or United States or California or Nebraska or Missouri or Arizona or Hawaii or New Mexico or Minnesota or Utah or Ohio or Alabama or New Hampshire or Michigan or Alaska or Mississippi or Iowa or Virginia or Colorado or Indiana or Nevada or Maine or Wisconsin or Pennsylvania or Kentucky or Rhode Island or Arkansas or Kansas or Montana or Connecticut or Massachusetts or Illinois or New York or Wyoming
RemoteFull Time
Hylant
Hylant: Full-service insurance brokerage and risk management firm.
5+ YOEBachelor's in accounting/finance/risk or related; 5+ years captive insurance/accounting experience; premium tax accounting experience; CPA preferred; high Excel proficiency and strong client-service skills.
Microsoft Excel
Job PostingView all
2mo
Save
Mark Applied
Hide
Senior Pension Administrator - Early Career
Merrimack or Smithfield
OnsiteFull Time
Fidelity Investments
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
Recent college graduate; bachelor’s degree preferred (Math/Finance/Business/Accounting). Strong Excel and analytical skills; ability to process pension calculations, interpret plan rules, document procedures, and communicate with clients.
Microsoft Excel, Microsoft Outlook, Microsoft Word
Job PostingView all
1w
Save
Mark Applied
Hide
Portfolio Manager II
Providence, Rhode Island, United States
$105k-$175k/yr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
10+ YOE10+ years investment decision-making with high-net-worth clients, fiduciary knowledge, portfolio construction, risk management, client relationship and leadership skills.
Job PostingView all
1mo
Save
Mark Applied
Hide
Universal Banker III
Greenville, Rhode Island, United States
$22-$25/yr OnsiteFull Time
Bristol County Savings Bank
Bristol County Savings Bank: Provides community banking and financial services to individuals and businesses.
Customer-facing banking role requiring strong sales, client service, operations and compliance knowledge; ability to open accounts, handle transactions, and identify cross-sell opportunities.
Job PostingView all
1w
Save
Mark Applied
Hide
Portfolio Manager II
Providence, Rhode Island, United States
$105k-$175k/yr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
10+ YOE10+ years investment decision-making and financial consulting experience with high-net-worth clients; knowledge of fiduciary standards, investments, tax, legal, and operations; strong leadership and client relationship skills.
Job PostingView all
1w
Save
Mark Applied
Hide
Planning Consultant - Providence, RI
Providence, Rhode Island, United States
OnsiteFull Time
Fidelity Investments
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
2+ YOEFINRA Series 7 and 66 (or ability to acquire), 2+ years financial services experience, CFP encouraged, strong planning, communication, and client relationship skills.
Glance, Salesforce
Job PostingView all
1w
Save
Mark Applied
Hide
Financial Advisor
Providence, Rhode Island, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, relationship-building or client-facing success, strong communication, time management, critical thinking, motivation, continuous learning, and US work authorization without sponsorship.
Northwestern Mutual's proprietary planning software
Job PostingView all
1mo
Save
Mark Applied
Hide
Manager - Commercial Tax Services (52116)
Woburn or Braintree or Providence or Worcester
$90k-$200k/yr HybridFull Time
Citrin Cooperman
Citrin Cooperman: Provides accounting, tax, and business advisory services to clients.
7+ YOEBachelor's in Accounting required, Master's in Taxation preferred, CPA preferred, 7+ years public accounting experience, real estate experience, strong communication and client management skills.
CCH Axcess, SurePrep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM, Microsoft Office
Job PostingView all
1w
Save
Mark Applied
Hide
eBilling Specialist
Atlanta or Pittsburgh or Los Angeles or North America or Boston or Houston or New Orleans or Philadelphia or Dallas or Charlotte or Washington, D.C. or San Francisco or Providence or San Diego or Orange County or Richmond or Virginia Beach or Chicago or Miami or Rochester or West Palm Beach
$60k-$95k/yr OnsiteFull Time
Troutman Pepper Locke
Troutman Pepper Locke: Provides legal representation and advisory services to global businesses.
2+ YOEBachelor's degree or equivalent experience, 2+ years of eBilling experience, Microsoft Excel proficiency, strong communication, client service, problem-solving, prioritization, and deadline management skills.
Microsoft Excel, BillBlast, eBillingHub, Aderant/CMS
Job PostingView all
1w
Save
Mark Applied
Hide
Planning Consultant - Providence, RI
Providence, Rhode Island, United States
OnsiteFull Time
Fidelity Investments
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
2+ YOESeries 7 and 66 licenses with state registrations, or ability to obtain Series 66; 2+ years of financial services experience; strong financial planning, client relationship, profiling, and communication skills.
Glance, Salesforce
Job PostingView all
3d
Save
Mark Applied
Hide
Transaction Associate Manager
United States or Columbia or Nashville or Birmingham or Austin or Phoenix or Ashburn or Seattle or Denver or Tampa or Atlanta or Meridian or Indianapolis or Hartford or Portland or Topeka or Milwaukee or Salt Lake City or Providence or Oklahoma City or Ankeny or Erlanger or Alexandria or Boston or East Lansing or Chicago or Minneapolis or Jackson or Raleigh or Chatham or Albuquerque or Las Vegas or Baltimore or New York City or Cincinnati or Reading
$64k-$75k/yr RemoteFull Time
Cushman & Wakefield
Cushman & WakefieldNYSE: CWK: Global commercial real estate and property services firm.
3+ YOEBachelor’s degree required; 3+ years of real estate transaction management or corporate real estate experience. Requires client service, communication, financial analysis, negotiation, organization, and multitasking skills.
Microsoft Excel
Job PostingView all
6d
Save
Mark Applied
Hide
Tax Associate
Middletown, Rhode Island, United States
OnsiteSeasonal, Full Time
H&R Block
H&R Block: A tax preparation and financial services helping clients manage their tax needs.
High school diploma or equivalent, customer or client service experience, strong communication and problem-solving skills, and comfort using digital tools including Copilot and ChatGPT. Tax course completion required.
Copilot, ChatGPT
Job PostingView all

Explore Jobs

Expand Your Job Search