• Bank of America (Providence, RI)
    …your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a ... in every two households.*Managing a portfolio of clients by providing exceptional client care with industry leading products, services , and education.*Robust… more
    Upward (10/01/22)
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  • Fidelity Investments (Smithfield, RI)
    services industrySeries 7 preferred The\u00A0Purpose\u00A0of Your Role The Client Service Representative (CSR) supports Registered Investment Advisors (RIAs) ... Job Description: Client Service Representative Do you want...with Fidelity; in the areas of implementation support, technology services , deployment and client training, analysis and… more
    JobGet (10/01/22)
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  • Fidelity Investments (Smithfield, RI)
    …experience in the financial services industrySeries 7 requiredThePurposeof Your RoleThe Client Service Manager (CSM) supports a book of Registered Investment ... Job Description: Client Service ManagerDo you want to...with Fidelity; in the areas of implementation support, technology services , deployment and client training, analysis and… more
    Upward (07/17/22)
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  • Bank of America (Lincoln, RI)
    …your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a ... Job Description:National Financial Solutions Advisor - Development Program:At Bank of America, we're creating...financial growth.Building a portfolio of clients by providing exceptional client care with industry leading products, services ,… more
    Upward (09/03/22)
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  • Bank of America (Lincoln, RI)
    …while having successful experience and track record achieving sales goalsSuperior client service proficiency including excellent verbal, written, and listening ... Job Description:What is my role as a National Financial Solutions Advisor ?Through a contact center environment, National FSAs leverage the products and services more
    Upward (09/15/22)
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  • 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 ... continuation of the Bank of America/Merrill relationship.As a National Financial Solutions Advisor (NFSA I), your journey begins with being taught the foundational… more
    Upward (09/03/22)
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  • Fidelity Investments (Smithfield, RI)
    …resolve inquiries and work with client service teams for positive client outcomes.Support the Proposal Services Team and Institutional Client ... AMC and with business partners that support investment, operational, compliance, and client service activities to help assess the effectiveness of policies… more
    Upward (08/26/22)
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  • Fidelity Investments (Smithfield, RI)
    …whose focus is to go above and beyond and provide outstanding trade support services to our Registered Investment Advisor (RIA) and Separate Account Manager ... Support Team serving the needs of our Institutional Wealth Services and Fidelity Family Office Support clients. Join us...profile clientsAttention to detail and quality a mustProvide outstanding service to our clients by fielding client more
    Upward (09/23/22)
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  • Bank of America (Providence, RI)
    …Seasonal support for peak periods, which typically last 3-6 months.Required Strong client service & technical skills (MS Word & Excel).Strong communication, ... provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch wealth management… more
    Upward (08/14/22)
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  • Fidelity Investments (Smithfield, RI)
    …acquiring the position.Minimum of 5 years of Relationship Management or Client Service experience preferred; preferably within the Retirement/401K industry.The ... and demonstrates ultimate ownership and accountability for the relationship. Acts as the client 's "trusted advisor " in partnership with the Plan's Advisor more
    Upward (09/23/22)
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