- 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)
- …four months, prepare to become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 and ... training you need to develop the skills needed to service our customers and study for your FINRA licensing...trading, and moreAnswer questions and provide resources to deepen client understanding and build confidence Our Investments in YouOur… more
- Morgan Stanley (Providence, RI)
- …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Registered Client Service Associate * ... *POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an… more
- SitusAMC (Providence, RI)
- …discretion, and business judgment. + Research and analytical skills. + Strong client service orientation + Knowledge of and proficiency with Microsoft ... 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… more
- SitusAMC (Providence, RI)
- …discretion, and business judgment + Research and analytical skills + Strong client service orientation + Knowledge of and proficiency with Microsoft ... best and most passionate people come to transform our client 's businesses and their own careers. Whether you're a...track through CT Corporation or any other relevant corporate service provider. + Prepare, submit and track license applications… more
