17 client services consultant jobs at 7 companies in Rhode Island
2d
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Client Service Manager II - Clearing Client Management - Wealth Client Experience
Smithfield or Jersey City or Westlake
$66k-$125k/yr OnsiteFull Time
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.
2w
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Manager Client Implementation
Providence or Arizona or Connecticut or Florida or Georgia or Louisiana or Massachusetts or North Carolina or Oklahoma or Rhode Island or South Carolina or Texas or Virginia
$102k-$164k/yr RemoteFull Time
5+ YOE3+ MgmtRequires 5–7 years in healthcare operations servicing self-funded clients, 3–5 years managing or supervising, consulting and communication skills, healthcare insurance knowledge, negotiation, and process improvement.
3w
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Financial Consultant
Hamden or Providence
HybridFull Time
3+ YOE3+ years financial services experience; Series 7 and Series 63 completed within 120 days of start; life and health insurance license required within 120 days; university degree preferred; strong client relationship and financial planning skills.
2w
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Planning Consultant - Providence, RI
Providence, Rhode Island, United States
OnsiteFull Time
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
2w
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Planning Consultant - Providence, RI
Providence, Rhode Island, United States
OnsiteFull Time
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
1mo
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Financial Planning Consultant - Smithfield, RI
Smithfield, Rhode Island, United States
OnsiteFull Time
5+ YOERequires Series 7, Series 63 and 65 or Series 66, insurance license within 90 days, and 5+ years of financial services experience. Strong communication, practice management, planning, and client relationship skills required.
Zoom
3w
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Vice President, Executive Planning Consultant - Northeast Market
Massachusetts or Connecticut or Maine or New Hampshire or New Jersey or New York or Pennsylvania or Rhode Island
$96k-$210k/yr RemoteFull Time
10+ YOEBachelor's degree, Series 7 and Series 66 licenses, 10+ years of face-to-face investment sales and financial planning experience, financial services sales success, executive and high-net-worth client experience, and travel up to 50%.
1mo
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Residential High Value Insurance Appraiser - Providence, RI
Providence, Rhode Island, United States
FieldContract
Conduct on-site and virtual high-value residential property surveys, obtain measurements, identify construction features and hazards, generate replacement value estimates, and complete web-based client forms.
Windows
1mo
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Client Partner & Alliances Manager – AI Consulting Solutions (AWS, Anthropic partner)
Philadelphia or Massachusetts or Maryland or Connecticut or Rhode Island or Delaware or New Jersey
$170k-$180k/yr RemoteFull Time, Contract
Provectus: Builds and deploys custom artificial intelligence and data solutions.
5+ YOE5+ years sales/BDM in services-led environments, ability to prospect and qualify leads, experience selling technology services, strong communication and negotiation skills, willing to travel ~40%.
AWS, Anthropic
3w
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National Business Development Leader - Environmental & Water Public Services
Maine or Massachusetts or Rhode Island or New York or Connecticut or Pennsylvania or Georgia or Florida or Missouri or California
$185k-$285k/yr HybridFull Time
10+ YOE10+ MgmtMinimum 10 years leading business development in environmental/public sector, proven consulting leadership, client development and sales expertise, strong interpersonal and strategic planning skills, willingness to travel ~15-40%.
1mo
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Enterprise Manager - Life Sciences
Seattle or Chicago or Hartford or Boston or Austin or Tampa or Philadelphia or Hoboken or Salt Lake City or Providence or Portland or Atlanta or Raleigh or Nashville or Newark or Columbus or Phoenix
RemoteFull Time
3+ YOE3+ years client services/consulting/customer success in life sciences, experience with pharma clients, strong communication, data analysis, and organizational skills; BS/BA required.
Tableau, Microsoft Excel, Salesforce, CRM
4w
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Regional Business Development Leader - Water, Environment Consulting Services
Portland or Boston or Andover or Canton or Northampton or Providence or Middletown
$185k-$260k/yr RemoteFull Time
15+ YOEBachelor's or equivalent, 15+ years public-sector business development/sales leadership in water/environmental markets, proven team leadership, strategic pursuit and client relationship skills.
3d
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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
1mo
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Senior Enterprise Account Manager
Seattle or Chicago or Hartford or Boston or Austin or Tampa or Philadelphia or Hoboken or Salt Lake City or Providence or Portland or Atlanta or Raleigh or Nashville or Newark or Columbus or Phoenix
RemoteFull Time
5+ YOE5+ years client services/customer success or consulting experience in life sciences, healthcare, or SaaS; strong communication, analytical, and relationship-building skills; BS/BA or equivalent.
Salesforce
3d
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Alliance Sales Executive, Associate Director, Microsoft - TMT
Chicago or Palo Alto or Sacramento or San Diego or San Francisco or San Jose or Irvine or Los Angeles or Denver or Stamford or Hartford or Orlando or Miami or Jacksonville or Tallahassee or Tampa or Atlanta or Indianapolis or New Orleans or Baltimore or Boston or Detroit or Minneapolis or St. Louis or Hoboken or Iselin or New York City or Cleveland or Columbus or Portland or Pittsburgh or Philadelphia or Providence or Greenville or Nashville or Memphis or Houston or San Antonio or Austin or Salt Lake City or McLean or Richmond or Seattle or Milwaukee or Washington or United States
$221k-$280k/yr HybridFull Time
10+ YOE10+ years of quota-carrying sales experience in professional services, consulting, technology, or enterprise solutions; TMT client and Microsoft co-sell experience; bachelor's degree required.
Microsoft Azure, Microsoft Power Platform, Microsoft Dynamics 365, Microsoft Modern Work, AI, cloud, data, cybersecurity
2w
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Planning and Advice Associate - Smithfield, RI
Smithfield, Rhode Island, United States
OnsiteFull Time
Client relationship and consultative experience, inbound/outbound customer engagement, financial services or retirement planning interest, strong communication and technology skills, and ability to obtain FINRA SIE, Series 7, and Series 66.
Salesforce
2mo
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Planning and Advice Associate - Smithfield, RI
Smithfield, Rhode Island, United States
HybridFull Time
0+ YOEClient relationship and consultative experience; inbound/outbound leads; interest in financial services and retirement planning; strong communication and time management; hybrid work flexibility; licensing development with FINRA SIE, Series 7, Series 66.
Salesforce, Internal systems
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