- JPMorgan Chase (Providence, RI)
- …2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining ... offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial… 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,...provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management… more
- CVS Health (Providence, RI)
- …of clients + RxClaim experience + Proven leadership skills + Commitment to client service and relationship building **Education** Bachelor Degree in Pharmacy ... heart, each and every day. **Position Summary** The Clinical Operations Advisor is a client facing role that collaborates with Health Plan Clinical Advisor… 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 (Lincoln, RI) (Series 7 Required) Lincoln,...a defined consultative approach with clients to systematically identify client needs and appropriate solutions. + **Build your network.**… more
- Ensono (Providence, RI)
- …point for significantly "visible" and/or prolonged outages. + Participate in monthly/quarterly service review meetings with Client as required to review ... Mainframe teams + Knowledge of DR planning and execution + Experience with client facing and Service Delivery communication acumen. + Experience with on-boarding… more
- Thrivent Financial (Providence, RI)
- Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial ... services firm, one that puts generosity at the center...Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over… more
- Thrivent Financial (Worcester County, MA)
- …expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. ... contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income… more
- Bank of America (Providence, RI)
- …and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and ... Financial Solutions Advisor - Consumer Investments - Rhode Island Market...and feedback to referral partners based on knowledge of client needs and potential product services recommended… more
- Sedgwick (Providence, RI)
- …to coordinate case management within Company standards, industry best practices and specific client service requirements; and to manage the total claim costs ... Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Surety Claims Advisor **PRIMARY...while providing high levels of customer service . **ESSENTIAL FUNCTIONS and RESPONSIBILITIES** + Analyzes and processes… more
- Kohl's (Smithfield, RI)
- …assigned What Skills You Have Required + Authentic passion for beauty + Client -facing retail or service industry experience + Excellent written and verbal ... About the Role As Beauty Lead Advisor , you will drive sales through an authentic...Sephora at Kohl's standards and ensure an excellent overall client experience. What You'll Do + Build strong … more