400 client operations jobs at 190 companies in Lincoln, RI
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Senior Associate, Client Operations
Lake Mary or Westborough
$59k-$100k/yrHybridFull Time
BNYNYSE: BK: Global institution managing and servicing financial assets worldwide.
4+ YOEBachelor's degree in business, finance, or related field; typically 4–7 years of experience, preferably in operations or client services; strong analytical, problem-solving, communication, and collaboration skills.
State StreetNYSE: STT: Provides investment management and custody services to institutional investors.
5+ YOE5+ years related experience, proven leadership in client service and custody operations, strong client relationship, analytical and problem-solving skills, bachelor's degree preferred.
State StreetNYSE: STT: Provides investment servicing and management to institutional investors.
5+ YOEProven client service and people leadership with 5+ years related experience, bachelor\u0002s preferred, strong problem solving, communication, and ability to manage multiple client deliverables and projects.
Wellington Management: Manages investment portfolios and provides financial research for institutions.
3+ YOE3+ years financial services experience, capital markets operations knowledge, strong communication and problem-solving, familiarity with productivity and low-code tools; organized self-starter.
Copilot, Power Automate, Python, High Gear, Alteryx
Wellington Management: Investment management and research services for global institutional clients.
3+ YOE3+ years in financial services with capital markets operations knowledge, strong communication, problem-solving, and process-improvement skills; experience with low-code/productivity tools helpful.
Copilot, Power Automate, Python, High Gear, Alteryx
Barry's: Boutique fitness studios providing high-intensity interval training classes.
Strong customer service, availability for varied shifts including weekends and holidays, leadership and team-training experience, ability to maintain studio standards and manage client inquiries.
Leader Bank: Community bank providing personal and commercial banking and mortgage services.
2+ YOE2+ years in banking operations or client service; strong client orientation, attention to detail, Excel proficiency; experience with reconciliations, reporting, SQL preferred; strong written and verbal communication.
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
Leader Bank: Provides personal and business banking services and mortgage lending.
2+ YOE2+ years banking or operations experience, strong client service, attention to detail, Excel proficiency, SQL/reporting experience preferred, strong written and verbal communication.
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
7+ YOE7+ years in asset/wealth/financial services with client service or operations experience; proven leadership managing large teams, designing scalable service delivery models, driving process improvement; Bachelor's degree required.
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
7+ YOE7+ years in asset/wealth management or financial services with client service or operations leadership; track record in scaling service delivery and process improvement; Bachelor's degree; strong executive presence and collaboration.
UBSSIX Swiss Exchange: UBSG: Provides global wealth management and investment banking services.
1+ YOE1–3 years client service experience in finance preferred; bachelor's degree preferred (Finance or Economics); strong communication, attention to detail, and Microsoft Office proficiency.
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
3+ YOE3+ years client service experience in financial services, knowledge of investment operations/IBOR/reconciliations, strong communication, change management, and digital literacy skills.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
High school diploma or equivalent; experience in financial services, philanthropy, trust operations, or high-demand client services preferred. Requires analytical, communication, problem-solving, and transaction-document review skills.
Beacon BankNYSE: BBT: A community-focused regional bank providing retail and commercial financial services.
3+ YOEManage client onboarding, account maintenance, and custodial requests; collaborate with client service and operations; experience with custodial platforms.
Ropes & Gray: Provides legal representation and advisory services to global corporations.
5+ YOEBachelor's degree and 5+ years in a law firm, corporate legal department, or large organization; strong analytics, Excel and BI skills; project management and communication skills.
8+ YOE8+ years experience with 5+ years client service in financial services; supervisory experience; experience servicing US taxable clients and tax-aware operations; strong communication, problem-solving, and MS Office proficiency.
Chicago or Los Angeles or Phoenix or Houston or Denver or Overland Park or Detroit or Milwaukee or Pittsburgh or Philadelphia or New York or Short Hills or Boston or Arlington or Atlanta or Nashville or Tampa or Miami or Mobile
$90k-$120k/yrHybridFull Time
WTWNASDAQ: WTW: Provides global risk management, insurance brokerage, and advisory services.
5+ YOE5+ years commercial P&C insurance client-facing experience, knowledge of coverage forms and renewals, negotiation and relationship management, project management, excellent communication, and ability to obtain a P&C broker license.