5 customer relationship associate jobs at 4 companies in Rhode Island
1mo
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Senior Relationship Banker
North Kingstown, Rhode Island, United States
HybridFull Time
2+ YOEAssociate's degree preferred or equivalent experience; 2+ years sales in goal-based environment, 2+ years customer service, 6 months cash handling, 1 year supervisory/coaching, basic mortgage knowledge, Microsoft Word/Excel proficiency, ability to obtain NMLS Unique Identifier.
Microsoft Word, Microsoft Excel
6d
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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
1w
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Operations Associate I
Cranston, Rhode Island, United States
$25/hr OnsiteFull Time
Requires independent multitasking, technical literacy, professionalism, business acumen, and strong written, verbal, interpersonal, customer service, and relationship-building skills.
cash forecasting system
1w
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Part Time (30 Hours) Associate Banker, Wakefield Kingstown Rd Branch, Wakefield, RI
Wakefield, Rhode Island, United States
OnsitePart Time
Requires client service or comparable experience, high school diploma or GED, clear communication, relationship-building, issue resolution, attention to detail, and ability to learn banking products and procedures.
3w
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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