499 client services jobs at 208 companies in Westerly, RI

1w
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Client Services Representative
Westport, Massachusetts, United States
$18-$21/hr OnsiteFull Time
National Veterinary Associates
National Veterinary Associates: Operates a network of veterinary hospitals and pet resorts.
1+ YOEMinimum 1 year of customer service experience in veterinary medicine; strong communication, multitasking, client management, recordkeeping, scheduling and payment processing skills.
3w
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AVP, Claims Client Services
Chicago or Tarrytown or Warren or Boston or Littleton or Lake Mary or Glastonbury or Los Angeles or Melville or Princeton or Wyomissing or Radnor or Downers Grove or New York or Brea or Plano or DeWitt or Atlanta
$152k-$242k/yr HybridFull Time
CNA
CNANYSE: CNA: Provides commercial property and casualty insurance and risk management.
12+ YOE7+ MgmtBachelor's degree (Master's preferred) or equivalent; ~12 years related experience with ~7 years management; deep commercial insurance knowledge, strategic leadership, executive relationship management, strong communication, and Microsoft Office skills.
Microsoft Office
1mo
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Client Services Representative
Rocky Hill, Connecticut, United States
$61k-$89k/yr OnsiteFull Time
Trane Technologies
Trane TechnologiesNYSE: TT: Global provider of heating, ventilation, and air conditioning solutions.
2+ YOEManage assigned customer portfolio, execute service agreement renewals, provide quotations, prospect for growth, respond to customers within 24 hours, review financial performance and AR, use Salesforce, and perform occasional sales at customer sites. Valid driver's license required.
Salesforce
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
5d
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Care4Kids Client Services Representative
Rocky Hill, Connecticut, United States
$20/hr HybridFull Time
United Way of Connecticut
United Way of Connecticut: Connecting residents with essential health and human services.
High school diploma/GED plus customer service/contact center experience; ability to handle high call volumes, document cases, follow eligibility guidelines, and provide phone-based support to families.
2w
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Client Services Associate - Old Lyme, CT
Old Lyme, Connecticut, United States
$57k-$76k/yr OnsiteFull Time
Savant Wealth Management
Savant Wealth Management: Independent fiduciary firm providing comprehensive wealth management and planning.
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
2w
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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
3mo
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Work From Home - Client Services Representative
Pawtucket, Rhode Island, United States
RemoteFull Time
AO Garcia Agency
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Experience in client consultations, needs assessment, relationship management; comfortable with virtual meetings; strong communication; able to work from home.
Zoom, Web Conferencing, CRM
1mo
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Intake & Client Services Assistant
Providence or Rhode Island
OnsiteFull Time
Meals on Wheels of Rhode Island
Meals on Wheels of Rhode Island: Delivers nutritious meals and wellness checks to homebound seniors.
1+ YOE1-3 years nonprofit experience, high school diploma or equivalent, ability to drive and pass MVR/background checks, experience with intake/eligibility, MS Excel/Word and database proficiency, strong communication and organizational skills.
Microsoft Excel, Microsoft Word, SERVtracker
6d
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Client Services Representative II - Preferred Deposits - 2nd Shift - East Providence, RI
East Providence, Rhode Island, United States
$25-$28/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
1+ YOE1+ year customer/client service experience, intermediate computer proficiency, high school diploma/GED, strong communication, attendance reliability, ability to handle difficult client situations and follow procedures.
1w
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Client Services Specialist - Part Time, 11am-4pm, Tuesday-Saturday
Riverside, Rhode Island, United States
OnsitePart Time
Citizens Financial Group
Citizens Financial GroupNYSE: CFG: Provides retail, commercial, and private banking services to customers.
5+ YOE5+ years banking/customer service experience with in-depth cash management product knowledge, strong communication and analytical skills, attention to detail, and ability to exercise independent judgment.
Access Money Manager, EZ Deposit, File Transmissions, ACHieve, SweepNet
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.
3mo
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Client Specialist
Wainscott, New York, United States
$20/hr OnsitePart Time
Barry's
Barry's: Boutique fitness studios providing high-intensity interval training classes.
Provide front-desk hospitality, assist clients with bookings and purchases, operate Fuel Bar and POS, maintain studio cleanliness; must be 18+, available mornings/afternoons/evenings including weekends and holidays.
POS
1w
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Client Service Representative
Fairhaven, Massachusetts, United States
$16-$24/hr OnsiteFull Time, Part Time
Mars Veterinary Health
Mars Veterinary Health: Global provider of preventive, specialty, and emergency veterinary care.
Greeting clients, scheduling appointments, answering multi-line phones, preparing medications, relaying basic lab results, and delivering compassionate customer service in a veterinary clinic.
Workday, Headspace
1mo
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Client Service Representative
South Windsor, Connecticut, United States
OnsiteFull Time
VCA Animal Hospitals
VCA Animal Hospitals: Operates animal hospitals providing veterinary medicine and pet services.
Provide front-desk customer service including greeting clients, answering phones, scheduling appointments, processing payments, managing medical records, and maintaining facility cleanliness; prior CSR experience preferred.
Workday
1mo
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Client Service Coordinator Glastonbury
Glastonbury, Connecticut, United States
$17-$22/hr OnsitePart Time
Banfield Pet Hospital
Banfield Pet Hospital: Provides preventive veterinary care and pet health services.
1+ YOEProvide exceptional client service, manage client/pet flow, perform administrative and financial tasks, strong communication, multi-tasking, computer skills, ability to lift up to 50 lbs; HS diploma preferred; 1 year related experience required.
Workday, Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft Outlook
3w
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Director, Client Service Manager
Smithfield or Jersey City or Westlake
$95k-$186k/yr OnsiteFull Time
Fidelity Investments
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
Experience in financial services operations and client management; knowledge of transfer agent operations, SEC regulations, treasury/shareholder services; project management; intermediate Microsoft Office skills; strong communication, analytic, and decision-making skills.
Microsoft Office
5d
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Director, Client Relations
El Dorado Hills or South Windsor or Edgewood or Coppell or Kansas City
$125k-$135k/yr HybridFull Time
Broadridge
BroadridgeNYSE: BR: Provides technology and infrastructure for global financial services.
6+ YOE2+ Mgmt6+ years client-facing service experience, 2+ years team leadership, strong MS Office skills, project/process management, financial acumen, contract negotiation, and ability to lead cross-functional initiatives.
MS Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft OneNote
1mo
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Client Service Representative - Wealth Client Experience
Smithfield, Rhode Island, United States
OnsiteFull Time
Fidelity Investments
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
2+ YOE2+ years operations or service experience in financial services preferred; bachelor's degree preferred. Strong operational/process knowledge, customer service, communication, prioritization, escalation awareness, and continuous learning.
3mo
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Client Service Specialist
Madison, Connecticut, United States
$52k-$65k/yr OnsiteFull Time
MAI Capital Management
MAI Capital Management: Provides investment management and financial planning for private clients.
2+ YOEBachelor’s degree (or equivalent) and 2-6 years client service or operations experience in wealth management; proficient in Microsoft Office; CRM experience; knowledge of financial accounts and investments; strong organization and communication.
Microsoft Office, CRM systems, Microsoft Excel, Microsoft Outlook, Microsoft Word