- Fidelity TalentSource LLC (Providence, RI)
- …tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needsLeveraging technology, you can ... Job Description:Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless… more
- Kestra Financial (Westport, MA)
- …to detail, and time management skills. Essential Duties and Responsibilities * Supports Financial Advisor /Senior Client Service Associate of a large book of ... the ability to deliver a broad range of financial services to help solve the needs of clients and...of clients and help accomplish their goals. Summary The Client Service Coordinator is critical to providing… more
- Bank of America (Providence, RI)
- …and makes introductions to appropriate internal service providers based on client needs and asset thresholds **The Advisor Development Program (ADP) ... Merrill Financial Solutions Advisor - Providence, RI or Worcester, MA Providence,...achieve business growth goals, profiling activities to determine a client 's investor profile and financial resource objectives, building a… more
- Bank of America (Lincoln, RI)
- …for financial growth. + Building a portfolio of clients by providing exceptional client care with industry leading products, services , and education. + Robust ... National Financial Solutions Advisor I (Series 7 Required - Lincoln, RI)...a defined consultative approach with clients to systematically identify client needs and appropriate solutions. + **Build your network.**… more
- H&R Block (Cranston, RI)
- …tools - (video conferencing, phone, chat, email) + Generate business growth, increase client retention, and offer additional products and services + Grow your ... **499049BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we...about their lives, careers, businesses and money, you'll build client relationships that will grow stronger every year. Joining… more
- Cardinal Health (Providence, RI)
- …set appropriate expectations for all stakeholders + Exhibit a deep commitment to client service and the ability to communicate clearly, concisely, and ... and across internal and external case teams and eDiscovery vendors. The Senior Advisor , eDiscovery role is a non-attorney role that is responsible for consulting on… more
- Kohl's (Seekonk, MA)
- …suggesting products to drive sales- identifies the opportunity to upsell products and services . + Demonstrates credibility to the Client through knowledge of ... + Minimum Qualifications + Authentic passion for beauty + Client facing Retail or Service Industry experience + Excellent written and verbal communication skills… more
- Public Consulting Group (Providence, RI)
- …Using industry best practices, PCG's Health team helps organizations deliver quality services with constrained resources to promote improved client outcomes. To ... and operations improvement firm that partners with health, education, and human services agencies to improve lives. Founded in 1986 and headquartered in Boston,… more
- Kohl's (Milford, MA)
- …suggesting products to drive sales. Identifies the opportunity to upsell products and services . + Provides credibility to the Client through their knowledge of ... QUALIFICATIONS + Authentic passion for beauty + 3+ years Client facing retail or service industry experience + Excellent written and verbal communication skills… more
- Bank of America (Providence, RI)
- …a difference. Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through... client materials and follows up on all client and Financial Advisor (FA) requests +… more
