South Kingstown • 50 milesRemote · Hybrid · Onsite · Field · All Environments
South Kingstown • 50 milesRemote · Hybrid · Onsite · Field · All Environments
South Kingstown • 50 milesRemote · Hybrid · Onsite · Field · All Environments
South Kingstown • 50 milesRemote · Hybrid · Onsite · Field · All Environments
61 client services associate jobs at 31 companies in South Kingstown, RI
1mo
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Client Services Associate - Old Lyme, CT
Old Lyme, Connecticut, United States
$57k-$76k/yr OnsiteFull Time
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.
Salesforce
2d
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Client Services Associate (Providence, RI)
Providence, Rhode Island, United States
OnsiteFull Time
1+ YOE1-2 years of financial services or fixed income experience preferred; strong technology, organizational, communication, accuracy, confidentiality, multitasking, and deadline-management skills required.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
3mo
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Work From Home - Client Services Associate
Coventry, Rhode Island, United States
RemoteFull Time
Genuine desire to help others, strong communication, ability to work independently and in a team, and ethical conduct.
2w
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Specialist, Client Services, International
Canton or Fall River
$54k-$66k/yr HybridFull Time
Bachelor's or associate degree preferred, strong communication and project management skills, customer service or related experience, ability to travel extensively and manage travel expenses.
3mo
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Client Services Navigator - Community Services
New London, Connecticut, United States
$20/hr OnsiteFull Time
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
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.
1mo
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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
1w
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Client Service Associate
Middletown or St. Louis or New York City or San Francisco or Baltimore or London or Frankfurt or Toronto
$42k-$63k/yr OnsiteFull Time
2+ YOEHigh school diploma or equivalent, two years of clerical or related industry experience, strong administrative, customer service, communication, critical thinking, and Microsoft Office skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
1w
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Client Service Associate
Middletown, Rhode Island, United States
$42k-$63k/yr OnsiteFull Time
2+ YOEHigh school diploma or equivalent, 2 years of clerical or related industry experience, administrative and brokerage knowledge, customer service and communication skills, and proficiency in Microsoft Office applications.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
5d
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PW Client Associate
Tarrytown or Johnston
$38-$48/hr HybridFull Time
Customer-focused professional with strong verbal and written communication, investment and banking product knowledge, and prior brokerage or RIA experience; Series 7 and 66 or 63/65 may be required.
Mutual Funds
1mo
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Wealth Management Client Associate
Providence, Rhode Island, United States
$25-$44/hr OnsiteFull Time
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
3w
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Private Client Insurance Associate
Melville or Bridgehampton or Jersey City or Summit
$33-$41/hr HybridFull Time
College graduate or equivalent; P&C insurance license (or obtain after hire); strong oral/written communication, problem-solving, organization, and independent technology use.
1w
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Sales Associate
Cranston, Rhode Island, United States
OnsitePart Time
Prior fashion or retail client service experience preferred; strong communication, multitasking, and product knowledge skills; able to lift 20 pounds and stand throughout shifts.
XStore, Tulip
1w
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Tax Associate
Mansfield, Massachusetts, United States
$16-$20/hr OnsiteSeasonal, Full Time
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. No prior tax experience required.
Copilot, ChatGPT
3w
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Wealth Management Associate
Westerly or Providence
$65k-$75k/yr HybridFull Time
5+ YOEBachelor's degree or equivalent experience and 5+ years in wealth management or client administration; strong operational, documentation, and client service skills; proficiency with Microsoft Word, Excel, Outlook.
Microsoft Word, Microsoft Excel, Microsoft Outlook
3w
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Operations Associate - Part Time
Mansfield, Massachusetts, United States
$20-$23/hr OnsitePart Time
1+ YOERequires 1–2 years in a similar, retail, hospitality, or client-focused role; organizational, communication, teamwork, product-learning, and client-service skills; ability to lift up to 50 pounds.
2w
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Customer Relationship Associate
Dayville, Connecticut, United States
$18-$20/hr OnsiteFull Time
Degree in Food Science/Chemistry or related field; technical understanding of food/environmental testing; lab or client service experience preferred; strong communication and project coordination skills; ability to lift up to 25 lbs; travel <20%.
1d
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Planning and Advice Associate
Merrimack or Covington or Denver or Westlake or Salt Lake City or Jacksonville or Smithfield
$48k-$50k/yr HybridFull Time
Requires client relationship and consultative experience, customer engagement skills, financial services interest or knowledge, strong communication and technology skills, and ability to complete FINRA SIE, Series 7, and Series 66.
Fidelity's planning tools
1d
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Part Time (30 Hours) Associate Banker, East Greenwich Branch, East Greenwich, RI
East Greenwich, Rhode Island, United States
$23-$28/hr OnsitePart Time
Requires client service or comparable experience and a high school diploma or GED. Preferred qualifications include cash handling experience and ability to educate clients about technology solutions.
Chase Mobile App, Chase.com, ATMs
6d
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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
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
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