- Fidelity TalentSource LLC (Smithfield, RI)
- …collaborative, cross-functional team committed to improving the value of our client experience within Fidelity's Institutional Client Experience Division (FI ... transfer of assets. Clients supported by this team include registered representatives/advisors and correspondent broker-dealer home offices. Your responsibilities… more
- Fidelity TalentSource LLC (Smithfield, RI)
- …you will provide phone support for our Institutional clients, including Registered Investment Advisors (RIAs), and Broker Dealers, to triage technology related ... the status quoServing as an internal advocateVoice of the client to Service, Technology, Product, etc.Proactively identify areas of improvementIdentify… more
- Fidelity TalentSource LLC (Smithfield, RI)
- …four months, prepare to become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 and ... movement, trading, and moreAnswer questions and provide resources to deepen client understanding and build confidence Our Investments in YouOur benefit programs… more
- Wells Fargo (Newport, RI)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes, scheduling and… more
- Morgan Stanley (Providence, RI)
- …to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Registered Client Service Associate * **Location:** *Rhode ... *POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated… more
- Bank of America (Providence, RI)
- Registered Wealth Management Client Associate Providence, Rhode Island **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Veterans Affairs, Veterans Health Administration (Providence, RI)
- …program office after complete review of the EDRP application. Responsibilities This Registered Nurse position is located in the Inpatient Mental Health unit for ... equivalent to a bachelor's level degree in Nursing may have opportunity to become registered as a nurse with a state licensing board prior to completion of the… more
- Edward Jones (Portsmouth, RI)
- …to serve clients and contribute to the firm's purpose. They deeply understand the client 's goals and why they are important to accelerate trust and help them stay ... of the way, providing:** + Paid training - Get registered and licensed and learn how to be a...processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory… more
- Veterans Affairs, Veterans Health Administration (Providence, RI)
- …equivalent to a bachelor's level degree in Nursing may have opportunity to become registered as a nurse with a state licensing board prior to completion of the ... level Nursing education program. Credit for foreign nursing education higher that associate degree/entry level requires a formal degree equivalency validation from a… more
- SitusAMC (Providence, RI)
- SitusAMC is where the best and most passionate people come to transform our client 's businesses and their own careers. Whether you're a real estate veteran, a ... and procedures. + Support enforcement of compliance tracking and obligations for Registered Investment Advisor entities. + Support vendor management in due diligence… more
- Belcan (Walpole, MA)
- …currently available through Belcan. In this role, you will be supporting our client onsite in their engineering facility supporting tasks for their Defense Naval ... Services team. You will support Belcan client team working directly onsite with customer stakeholders. Study,...Walpole , MA Minimum Experience (yrs): 1 Required Education: Associate (AA, AS ) Benefits: Return to search results… more
