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186 client services associate jobs at 99 companies in Providence, RI

3w
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Client Services Associate
Boston, Massachusetts, United States
$43k-$54k/yr HybridFull Time
Foundation Medicine
Foundation Medicine: Molecular profiling for personalized cancer treatment and research.
2+ YOEHigh school diploma/GED, 2+ years customer-facing service experience, strong communication, data entry and computer skills, knowledge of HIPAA and patient data privacy.
Microsoft Office
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3mo
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Client Services Senior Associate
Boston, Massachusetts, United States
OnsiteFull Time
Winged Keel Group
Winged Keel Group: Provides customized life insurance solutions for ultra-affluent clients.
3+ YOE2+ Mgmt3-5 years client service in insurance; 2-4 years leadership; Bachelor's degree; Industry licenses; Excel proficiency; knowledge of life insurance products; strong leadership and communication.
Excel, Outlook, Word
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3mo
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Work From Home - Client Services Associate
Coventry, Rhode Island, United States
RemoteFull Time
AO Garcia Agency
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Remote financial services role; strong communication; ability to work independently and in a team; integrity.
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1w
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Client Associate
Boston, Massachusetts, United States
$45k-$90k/yr OnsiteFull Time
Rockefeller Capital Management
Rockefeller Capital Management: Provides wealth management and financial advisory services to clients.
0+ YOE0-2 years client service experience preferred, Series 7 & 66 strongly preferred or willing to obtain, BA/BS degree, strong client-facing, organizational, and technical skills.
Microsoft PowerPoint
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1mo
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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.
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2mo
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Client Services Navigator - Community Services
New London, Connecticut, United States
$20/hr OnsiteFull Time
Thames Valley Council for Community Action
Thames Valley Council for Community Action: Provides social services and support to disadvantaged community members.
2+ YOEBachelor's plus 2 yrs related experience or Associates plus 4 yrs, or High School plus 5 yrs. Experience in strength-based case management, valid driver's license, strong computer and communication skills.
Tribeware, Microsoft Office, Microsoft Excel, Microsoft Access, Microsoft Publisher
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4w
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Client Associate
Boston, Massachusetts, United States
$55k-$75k/yr OnsiteFull Time
UBS
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.
Microsoft Office Suite
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2w
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Wealth Management Client Associate
Providence, Rhode Island, United States
$25-$44/hr OnsiteFull Time
Bank of America
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
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2d
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Associate, Client Advisory
Boston, Massachusetts, United States
$65k-$73k/yr HybridFull Time
Pathstone
Pathstone: Provides wealth management and advisory services for affluent families.
Bachelor's degree required; strong analytical, communication, Excel and client-service skills; knowledge of investments; prior client operations experience is a plus.
Microsoft Excel, Microsoft Office
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1w
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Senior Associate Client Accounting & Advisory Services
Miami or West Palm Beach or Boca Raton or Fort Lauderdale or New York City or London or San Francisco or Los Angeles or Chicago or Boston
OnsiteFull Time
Berkowitz Pollack Brant
Berkowitz Pollack Brant: Provides professional accounting, tax, and business advisory services.
2+ YOE2+ years real estate accounting experience, proficiency with Yardi Voyager, strong accounting and analytical skills, bachelor's in accounting/finance preferred, excellent communication and organizational skills.
Yardi Voyager
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1mo
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Client Service Associate
Boston, Massachusetts, United States
$60k-$80k/yr OnsiteFull Time
Cerity Partners
Cerity Partners: Provides financial planning, investment advisory, and wealth management services.
1+ YOEBachelor's degree, 1+ years experience; strong communication, organizational and compliance skills; custodian interaction, account processing, cash transfers, CRM maintenance, and client meeting support.
CRM
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2w
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Client Service Associate
Wellesley, Massachusetts, United States
$31k-$90k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
High school diploma required (college preferred). Detail-oriented, strong client service and communication skills, advanced Microsoft Office, willingness to obtain Series 7 and Series 66 or Series 63 and 65 registrations.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
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1mo
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Client Service Associate
Boston, Massachusetts, United States
$70k-$80k/yr HybridFull Time
GW&K Investment Management
GW&K Investment Management: Provides active equity and fixed-income investment management services.
2+ YOEBachelor's in Finance/Economics/Business, 2+ years in wealth/asset/financial services with client exposure; progress toward CFA/CFP a plus; advanced Excel and experience with Black Diamond, MoneyGuidePro, or Schwab Institutional; strong attention to detail and communication.
Black Diamond, MoneyGuidePro, Schwab Institutional, Microsoft Excel
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2w
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Associate, Private Client
Boston, Massachusetts, United States
$67k-$87k/yr OnsiteFull Time
Cambridge Associates
Cambridge Associates: Provides global investment advisory and portfolio management services.
2+ YOEBachelor's degree,2+ years relevant experience in business development or client service,strong project management,proposal/RFP support experience preferred,excellent communication,familiarity with CRM and Microsoft Office.
CRM, Microsoft Office
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2w
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Wealth Client Service Associate
Boston, Massachusetts, United States
$26-$44/hr HybridFull Time
M&T Bank
M&T BankNYSE: MTB: Provides retail, commercial, and institutional banking and trust services.
1+ YOEBachelor's degree or equivalent (or 5 years combined education/work),1+ year financial services client service experience, strong customer service, communication, organizational skills, and PC proficiency.
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3mo
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Senior Tax Associate – Private Client Services
Southborough, Massachusetts, United States
$83k-$143k/yr OnsiteFull Time
Andersen
AndersenNYSE: ANDG: Independent global provider of tax, legal and consulting services.
2+ YOE2+ years tax experience; Bachelor’s and/or advanced degree; CPA or JD preferred; strong technical and research skills; self-starter in fast-paced environment.
Tax research tools, Microsoft Office, ERP/accounting software
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3mo
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Client Service Associate
Boston, Massachusetts, United States
OnsiteFull Time
Winston Flowers
Winston Flowers: Luxury florist offering premium bouquets and event floral design.
Hospitality or customer service experience; strong communication; detail-oriented; able to multi-task; proficient computer skills; weekend availability.
Customer Relationship Management, Computer proficiency
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2w
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Wealth Client Service Associate
Boston, Massachusetts, United States
$26-$44/hr HybridFull Time
M&T Bank
M&T BankNYSE: MTB: Provides retail, commercial, and wealth management banking services.
1+ YOEBachelor’s degree or equivalent experience, minimum 1 year financial services client service experience, strong customer service, communication, organizational skills, and proficiency with word processing, spreadsheet and presentation software.
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3w
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Client Service Associate
Omaha or Boston
$45k-$66k/yr OnsiteFull Time
Coverys
Coverys: Provides medical professional liability insurance and risk management services.
High school or equivalent required; prior customer service/call center or insurance experience preferred; strong verbal/written communication, multitasking, problem-solving, and Microsoft Office skills.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Microsoft Outlook
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1mo
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Senior Associate, Client Service
Boston, Massachusetts, United States
$75k-$115k/yr OnsiteFull Time
Partners Capital
Partners Capital: Global outsourced investment office providing bespoke asset management services.
5+ YOE5+ years experience, undergraduate degree required, strong attention to detail, client service and communication skills, proficiency with Microsoft Office (Excel/PowerPoint/Outlook); investment operations experience preferred.
Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Microsoft Office, Client Relationship Management (CRM)
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