Top 441 Client services specialist Jobs in Cranston, Ri

Client Services Specialist
Ameriprise Financial —Cranston, RI
- $55,000 - $60,000 a year
- Part-time
- Microsoft Word
- Writing skills
- Office
- Opportunities for advancement
- Flexible schedule
Quick Apply
7d
RN - Inpatient
SSTAR —Fall River, MA
- $27 - $48 an hour
- Full-time
- CPR Certification
- Management
- Addiction Medicine
- Continuing education credits
- Disability insurance
Quick Apply
Real Estate Paralegal
Lepizzera & Laprocina Title & Escrow Services, LLC. —Warwick, RI
- Full-time
- Office
- Microsoft Office
- High school diploma or GED
- Health insurance
- 401(k)
Quick Apply
8d
Clinician, South County Academy
FAMILY SERVICE OF RHODE ISLAND INC —Exeter, RI
- $33.65 - $43.76 an hour
- Part-time
- Word processing
- Writing skills
- Mid-level
- Health insurance
- Dental insurance
Loan Operations Specialist
Spindrift Investments, LLC —Cranston, RI
- Overtime
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
14d
Senior Underwriting Specialist
FM —Johnston, RI
- $120,400 - $203,175 a year
- Full-time
- 5 years
- Engineering
- Office
- Referral program
11d
Dispensing Audiologist/Licensed Hearing Instrument Specialist
Physicians Hearing Solutions —Warwick, RI
- $80,000 - $90,000 a year
- Full-time
- Private practice
- Doctoral degree
- HIPAA
- Paid holidays
- Health insurance
Quick Apply
21h
ACT I Community Support Treatment Specialist
East Bay Community Action Program —Barrington, RI
- Full-time
- Spanish
- Clean driving record
- Writing skills
- 403(b) matching
- Mileage reimbursement
Quick Apply
11d
Career Specialist
Old Colony YMCA —Dartmouth, MA
- $18.00 - $24.04 an hour
- Part-time
- Microsoft Word
- Clean driving record
- Microsoft Outlook
Quick Apply
Sr Mobile Diesel Mechanic
Cox Fleet —Hopedale, MA
- Full-time
- Background check
- DOT physical examination
- Residential
- Health insurance
- Dental insurance
Quick Apply
Client Accounts Specialist (Dayville, CT)
United Services, Inc. - Connecticut —Dayville, CT
- $18.14 - $20.52 an hour
- Full-time
- Spanish
- Customer service
- English
- Mileage reimbursement
- AD&D insurance
Quick Apply
ABA Clinical Supervisor (BCBA Pathway)
Autism Learning Partners —Taunton, MA
- $24.00 - $28.85 an hour
- Evening shift
- Current TB test
- Mid-level
- Clinic
- Continuing education credits
- Health insurance
Quick Apply
Meta Retail Specialist - PT
Channel Partners —Dayville, CT
- $18.50 an hour
- Part-time
- Writing skills
- Merchandising
- Mid-level
- Paid training
- 401(k)
Behavior Technician / RBT
Paper Crown Preschool —Providence, RI
- $19 - $25 an hour
- Part-time
- Background check
- School experience
- Classroom
- Paid holidays
- Health insurance
Quick Apply
Housing Counseling Supervisor
Catholic Charities of the Diocese of Fall River —Fall River, MA
- $48,000 - $53,500 a year
- Full-time
- Bilingual
- Classroom
- Clean driving record
Quick Apply
1d
Senior Environmental Compliance Specialist
Atlas —Rhode Island
- Full-time
- Hybrid work
- Travel
- Senior level
- Leadership
- Paid parental leave
- AD&D insurance
Quick Apply
Registered Nurse (RN)
Anodyne —Fall River, MA
- $50 - $53 an hour
- Email
- CPR Certification
- Addiction Medicine
- RN License
- Continuing education credits
Quick Apply
4d
Bilingual Customer Service Specialist (Spanish)
Sherwin-Williams —Providence, RI
- $18.30 an hour
- Part-time
- 18 years or older
- Merchandising
- High school diploma or GED
12d
Grants Project Specialist
Premier Staffing Source, Inc. —Cranston, RI
- $38.59 an hour
- Temporary
- Background check
- Mid-level
- Office
- Paid holidays
- Health insurance
Quick Apply
Behavioral Consultant- Licensed Psychologist or BCBA
Advocates —Fall River, MA
- $87,500 - $93,000 a year
- Full-time
- Management
- Mid-level
- Master's degree

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client services specialist jobs near cranston, ri

Client Services Specialist

Ameriprise Financial -
Cranston, RI

Quick Apply

Job Details

Part-time
$55,000 - $60,000 a year
7 days ago

Benefits

Opportunities for advancement
Flexible schedule

Qualifications

Microsoft Word
Writing skills
FINRA
High school diploma or GED

Full Job Description

Benefits:

Opportunity to move to full-time
Flexible schedule
Opportunity for advancement

Description:

This is a key position in a small, fast-paced, and friendly financial planning office. Work independently and on a team to perform administrative support for financial advisors. The work is primarily back-office assistance and could include client-facing support. This is a part-time position. This position is 100% in person in our Cranston office and can lead to a full-time opportunity for the right candidate.

Responsibilities:

Client Care

Review, prepare documents and update client information as needed for client review meetings

Manage and resolve client service problems

Perform other allowable duties as assigned by the financial advisor(s)

Set up and maintain client management system

Call clients or prospects to set up meetings or appointments

Assist with coordination of client appreciation events and seminars

Assist with client mailings

Business Processing

Work with home office to ensure accurate account setup and resolve issues

Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts

Maintain files and records in accordance with the records retention policy

Qualifications:

Must haves

Strong analytical, verbal communication, and writing skills

Strong attention to detail, positive attitude and desire to learn

An interest in financial planning, client service and investment management

Proficiency in MS Word, MS Excel, and the ability to learn financial planning software

Ability to work independently

Ability to adhere to rules and regulations required by advisors, Ameriprise Financial, and FINRA (Financial Industry Regulation Authority)

High School Diploma, or equivalent

Nice to Haves

Bachelor’s Degree

Series 7 and 66

Job Type: Part-time

Pay Rate: $55,000 - $60,000

Application Requirement

Please include a cover letter as part of your application packet. There are three reasons why we require a cover letter as part of the application process: a. This is a writing job. While writing eloquent prose is not necessarily a part of the job, stringing 8-12 sentences into 2-3 coherent paragraphs absolutely is part of the job. b. Following instructions from our clients is critical to our success. If you can’t follow these instructions, we will probably not be a fit. c. The cover letter will give you the opportunity to express ideas not easily conveyed on your resume. Please address all of the following topics. Applications submitted without a cover letter addressing all of these topics will not be considered:

Describe your current work situation and why you are applying for this role.
What interested you in this role?
What specific skills do you possess that will help you succeed?
Describe your experience that relates to this position.
Confirm you saw the pay rate for this position and that it meets your expectations.
Why should we hire you.

Quick Apply

Refine Your Search

client services specialist jobs in cranston, ri

Client Services Specialist

RN - Inpatient

Real Estate Paralegal

Clinician, South County Academy

Loan Operations Specialist

Senior Underwriting Specialist

Dispensing Audiologist/Licensed Hearing Instrument Specialist

ACT I Community Support Treatment Specialist

Career Specialist

Sr Mobile Diesel Mechanic

Client Accounts Specialist (Dayville, CT)

ABA Clinical Supervisor (BCBA Pathway)

Meta Retail Specialist - PT

Behavior Technician / RBT

Housing Counseling Supervisor

Senior Environmental Compliance Specialist

Registered Nurse (RN)

Bilingual Customer Service Specialist (Spanish)

Grants Project Specialist

Behavioral Consultant- Licensed Psychologist or BCBA

I want to receive the latest job alert for client services specialist in cranston, ri

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