40 Results for

Financial Services Jobs in Charlestown, MA

Jobs

New!

Cranston, RI4 days ago

$85,000–$171,000

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

New London, RI16 days ago

Full-time
Employee

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.

Barrington, RI23 days ago

$61,880–$92,560 Per Year

Meets with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyzes and understands their short and long term financial goals, educates and advises prospects and clients regarding investment and insurance strategies and products, and recommends personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyzes and understands their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same.

cranston, RI30+ days ago

Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.

Newport, RI30+ days ago

First Command Financial Services Inc. and its related entities are not affiliated with authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces, or any other third-party mentioned on this site. We have a specialized licensing and comprehensive training program designed for veterans transitioning service members and military spouses to start and grow a successful Financial Advisor career.

Barrington, RI23 days ago

$72,280–$108,160 Per Year

Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.

Cranston, RI22 days ago

$72,280–$108,160 Per Year

Newport, RI30+ days ago

Part-time

Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.

Cranston, RI11 days ago

Remote

$40,000–$60,000 Per Year
Full-time

Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. The Billing Specialist plays a critical role in supporting financial operations while delivering consistent, high‑quality results within established turnaround timelines.

New!

New London, CT6 days ago

$60,000–$80,000 Per Year
Full-time

The Financial Analyst will work closely with various departments to track budgets, forecast financial trends, and assist in strategic planning. This role involves analyzing financial data, preparing reports, and providing insights to aid decision-making processes.

Groton, CT30+ days ago

Patient Experience: • Provide exceptional customer service to all patients, visitors, and callers • Oversee the safe, efficient, and comfortable atmosphere of the reception area • Greet patients and other visitors to the agency and assist them as appropriate • Review schedules daily to ensure accuracy and fill appointment opportunities • Schedule and reschedule appointments in accordance with CHC scheduling guidelines • Collect, verify, update, and document patient demographics, insurance information, and forms • Reconcile patient visits daily • Insurance: • Verify active insurance coverage and status and update information as necessary • Collect patient payments, balances, and copays • Assist patients with payment plans/sliding fee applications, and ensure applications are up-to-date • Complete end of day reporting and ensure records balance • Phones: • Answer, screen, and direct incoming telephone calls and document as needed in electronic health record (EHR) system, per CHC guidelines • Ensure forms are completed and accurate, including assisting patients in completing forms, and scan into EHR per CHC Indexing protocols • HIPAA: • Consistently ensure and maintain patient confidentiality • Other: • Escalate concerns to site leads/Operations Manager and offer suggestions for improvement • Supports manager in monitoring inventory of supplies for the office • Meet and exceed assigned individual and departmental goals • Other duties and projects as assigned. • Associates degree, medical office or medical assistant degree required • Bilingual skills, Spanish speaking, Required • Exceptional customer service skills • Excellent Verbal and written communication skills • Proven ability to multi-task • Problem Solving and critical thinking skills • Excellent organizational skills • Healthcare experience in Medical, Dental, or Behavioral Health preferred • Experience with Microsoft Power Point, Excel, Word, preferred.

Groton, CT30+ days ago

Patient experience: • Provide exceptional customer service to all patients, visitors and callers • Oversee the safe, efficient, and comfortable atmosphere of the reception area • Greet patients and other visitors to the agency and assist them as appropriate • Review schedules daily to ensure accuracy and fill appointment opportunities • Schedule and reschedule appointments in accordance with CHC scheduling guidelines • Collect, verify, update and document patient demographics, insurance information and forms • Reconcile patient visits daily. Insurance: • Verify active insurance coverage and status and update information as necessary • Collect patient payments, balances and copays • Assist patients with payment plans/sliding fee applications, and ensure applications are up-to-date • Complete end of day reporting and ensure records balance • Ensure forms are completed and accurate, including assisting patients in completing forms, and scan into EHR per CHC Indexing protocols.

Fall River, MA30+ days ago

Full-time

Family Service Association is a comprehensive private, non-profit social service agency dedicated to the development and implementation of services designed to provide strength and support to individuals and families throughout southeastern Massachusetts. The Financial Office Assistant's responsibility is to assist Guardianship/Rep Payee Financial Supervisor with all aspects of financial matters and clerical assignments relating to clients of the Guardianship Program.

New!

Hampton, CT5 days ago

This position provides strategic leadership, operational oversight, and regulatory compliance management for all food service and hospitality operations across EASTCONN programs and partner districts. Key Responsibilities: Provide overall leadership and direction for all food service operations, including school meal programs and catering services.

Middletown, Rhode Island19 days ago

There are differentiating factors that can impact a final salary/hourly rate, including, but not limited to, Contract Wage Determination, relevant work experience, skills and competencies that align to the specified role, geographic location (For Remote Opportunities), education and certifications as well as Federal Government Contract Labor categories. Support Program Managers in financial management of government contracts including: developing Estimate to Complete (ETC) projections and conduct monthly variance analysis comparing actuals to plans for Labor and Material/Travel Other Direct Costs.

WARWICK, Rhode Island30+ days ago

Must obtain Food Protection Manager (FPM), Food Service Manager (FSM), Long-Term Care Food Service (LTC-FSM), and CDM,CFPP (where required by state regulations) certifications during the development program. Overview: Join Healthcare Services Group (HCSG) as a Dining Services Manager in Training to learn to manage your own account!

Warwick, RI29 days ago

Care New England Health System (CNE) and its member institutions—Butler Hospital, Women & Infants Hospital, Kent Hospital, VNA of Care New England, Integra, The Providence Center, and Care New England Medical Group, and our Wellness Center—are trusted organizations fueling the latest advances in medical research, attracting the nation’s top specialty-trained doctors, and honing renowned services and innovative programs to engage in the important discussions people need to have about their health. The Director of Laboratory Services supports the Vice President of Laboratory Services in overseeing daily operations and advancing clinical, business, and technical initiatives across CNE’s Department of Pathology and Laboratory Medicine.

Newport, RI30+ days ago

Full-time

You will be responsible for implementing life skills trainings for youth, as well as behavioral plans, treatment plan objectives and recreational activities as designed by the Multidisciplinary Team (Program Director, Clinician, Life Skills Coach, and Case Manager). While additional responsibilities are likely to arise on the job, you will primarily: • Oversee the day-to-day operations of the Enhanced Semi-Independent Living residential intervention Program for youth ages 16-20.

New!

GROTON, Connecticut3 days ago

Join Healthcare Services Group (HCSG) as an Account Manager, leading housekeeping, laundry, and floor care teams in a long-term care facility. If you're looking for a role where you can lead with passion, drive positive change, and be part of a supportive and dedicated team, apply now and start making a difference at HCSG!

Fall River, MA30+ days ago

Ideal candidates will have: Compassion – Ability to offer empathy, understanding and support to grieving families Organizational skills – From paperwork to event coordination, accurate details are essential to our business Professionalism – Maintain a respectful attitude and provide service excellence, even in emotionally charged situations Embrace your meaningful career today! This is why we provide you and your loved ones with benefits and resources to help you become your best.”_ BETTER HEALTH: Wellbeing is important to us, and to ensure our associates have access to the best care, we offer medical, prescription drug, mental health, dental and vision insurance plans for our associates to select from.

Warwick, RI30+ days ago

We purchase these items directly from our nonprofit partners, redirecting billions of pounds of used items away from landfills and on to our store racks and shelves for reuse, and providing our partners with valuable funding for their community-based programs and services. Summary & Positions: At Savers / Value Village our Customer Service Associates create an awesome experience for our Customers, Donors and other Team Members.

New!

NORTH KINGSTOWN, RI5 days ago

$21–$34 Per Hour

Career areasBrandsResourcesAbout UsMilitaryFront End Service Team SupervisorNorth Kingstown, RIApply nowFront End Service Team SupervisorNorth Kingstown, RIApply nowFront End Service Team SupervisorNorth Kingstown, RIApply nowFront End Service Team SupervisorWM Supercenter #22611031 Ten Rod RdNorth Kingstown, RI 02852-4125CP-2261-9027Loading map. Here, your unique insights and ideas are encouraged, valued, and essential to creating a forward-thinking company that thrives on fresh ideas and dedicated teamwork.

Norwich, CT30+ days ago

Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs.

Waterford, CT30+ days ago

$37,300–$62,300 Per Year

Job Purpose: This position is responsible for scheduling appointments for members, Associate Financial Advisors, Financial Service Representatives, and/or Lead Financial Advisors, marketing the CBSI Financial Services program to Credit Union employees and members, as well as performing administrative functions in support of the CBSI Financial Services program. We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when "life happens," you can focus on what's most important.

West Warwick, RI30+ days ago

Full-time

World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower individuals and families to make informed decisions to protect their assets, manage risk, and achieve long-term financial security.

West Warwick, RI30+ days ago

Full-time

World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. At World, you will have access to resources to help any client solve any challenge, including traditional commercial lines insurance, high net worth / private client, employee benefits, human capital and payroll outsourcing, and retirement financial services.

East Hampton, NY15 days ago

$115,000–$130,000 Per Year

K&A Power Group – is a privately held engineering firm delivering worldclass technical expertise and engineering excellence to power utility and industrial clients across the United States, Asia, the Middle East, and Africa. We provide comprehensive consulting, engineering and design, program and project management, construction management, and EPC services, specializing in substation, transmission, distribution, and distributed energy resources.

Norwich, CT30+ days ago

$38–$41.80 Per Year

Counsels patients and answers their questions regarding usage of medicine, side effects, interactions, contraindications, patient information privacy, generics, less expensive medicines, over-the-counter products, and refers to medical provider as needed to ensure medication is taken correctly, health needs addressed, and satisfaction with service. Models and shares customer service best practices with all team members to deliver a distinctive and delightful customer experience, including interpersonal habits (e.g., greeting, eye contact, courtesy, etc.) and Walgreens service traits (e.g., offering help proactively, identifying needs, servicing until satisfied, etc.).

Warwick, RI30+ days ago

Recognizednon Fortune magazine''s list of the "World''s Most Admired Companies",nFortune World's 25 Best Workplaces, as well as the Fortune 100 Best Companiesnto Work For, MetLife, through its subsidiaries and affiliates, is one of thenworld's leading financial services companies; providing insurance, annuities,nemployee benefits and asset management to individual and institutionalncustomers. All employment decisions are made without regards to race, color, national origin, religion, creed, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, marital or domestic/civil partnership status, genetic information, citizenship status (although applicants and employees must be legally authorized to work in the United States), uniformed service member or veteran status, or any other characteristic protected by applicable federal, state, or local law ("protected characteristics").

Cranston, RI10 days ago

$26–$29 Per Hour

This role processes invoices, prepares and distributes checks and electronic payments (EFT/ACH), reconciles credit card statements, and works collaboratively with vendors and internal departments to resolve invoice discrepancies and payment issues. Additional responsibilities include preparing weekly manual deposits, garnishment checks, auditing employee expense reports and petty cash reimbursements, and maintaining accurate accounts payable records, reports, spreadsheets, and filing systems.

Cranston, RI30+ days ago

Part-time

Originates their own sales by contacting prospective clients, · Develops and maintains referral sources, · Spends at least one or two hours a day, two or more times a week outside of the office (including a home office), originating loans, · Meets with prospective clients at locations other than PRMI’s offices, e.g., client’s home or other locations, · Meets with clients in person to sell mortgage loan products/packages, · Contact with clients by telephone, mail, and e-mail is adjunct to in-person contacts, · Obtains credit information and necessary documentation for application process, · In-person calls outside of the office on real estate agents and brokers, financial advisors, and other potential referral sources to develop borrower leads, · Engages in marketing and promotional activities in support of their own sales, · Develops new and continued business opportunities and sales leads by cultivating relationships with realtors, builders, bankers, etc. · Completes necessary continuing education in a timely manner and remains current on local developments and trends within the real estate and mortgage industries .

Westerly, RI30+ days ago

Full-time

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.

Lebanon, CT30+ days ago

$71,216–$102,474 Per Year

Purpose Objective: Leverage your leadership and communication skills to grow the Bank through our products and services and maintain operational excellence while ensuring an exceptional client experience as the leader of your financial center. Division: Retail Banking Department: Various - Branch Network Reports to: Regional Manager Status: Exempt Officer Grade: 10 Salary Range: 71216 - 102474 Salary range updated 2262026.

North Kingstown, RI24 days ago

Cross-Selling Products: Assist members in opening new accounts (checking, savings, certificates, IRAs) and recommend products and services that meet their financial needs. These are just a few of the reasons why Navigant Credit Union has been named "Rhode Island's Best Place to Work" year-after-year by the Providence Business News.

Warwick, RI22 days ago

New!

Groton, CT1 day ago

$124,600–$161,352 Per Hour

Our values of ‘Do the Right Thing, Excel Together and Put Customers First’ are at the heart of what matters most to us, and our Core Capabilities, ‘Building Trust, Accountability, Effective Communication, Customer Focus, and Proactive Safety & Security’ are what every employee needs to know and do to be most impactful at Amtrak. In accordance with DOT regulations (49 CFR § 40.25), Amtrak is required to obtain prior drug and alcohol testing records for applicants/employees intending to perform safety-sensitive duties for covered Department of Transportation positions.

New!

Cranston, RI3 days ago

Your level of success will depend on factors including your effort, ability to follow training and systems, engagement with leads, and client needs in your area. We prioritize fast pay, low startup costs, and hands-on training, so you can focus on learning the role and building income from day one.

Newport, RI7 days ago

The Business Manager serves as the primary administrative and financial coordinator for the organization, ensuring efficient internal operations, accurate financial tracking, and regulatory compliance. The role works closely with shareholders, pilots, and external service providers while supporting the overall operational stability of the organization.

Barrington, RI30+ days ago

$21.50–$28.57 Per Hour

What your responsibilities will be: • While actively engaging with the customer process, customer transactions accurately • Understanding and applying bank policies and procedures • Provide a superior banking experience for the customer through a relationship building approach • Proactively seek and recommend the best products and services to fit the customers needs • Contribute to the achievement of sales objectives • Accurately and efficiently process and manage customer transactions • Understand and navigate various bank systems and equipment (ATMs, cash counting machines, cash recycler). Compensation: A good-faith, reasonable estimate of the base salary range for this role is $21.50 - $28.57 per hour, and the actual offer will depend on factors such as experience, skills, training, certifications, and education.

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Financial Services Jobs in Charlestown, MA

Senior Manager, Asset Management Compliance - Alternatives Manager Oversight Fidelity Investments

CFO Company Confidential

Financial Advisor Associate - Barrington, Rhode Island The Toronto-Dominion Bank

Financial Advisor - Providence, RI Thrivent Financial for Lutherans

Financial Advisor First Command Financial Services, Inc.

Financial Advisor - Barrington, Rhode Island The Toronto-Dominion Bank

Financial Advisor - Cranston, Rhode Island The Toronto-Dominion Bank

Personal Financial Counselor, Assignment Ready Counselor - Rhode Island Magellan Health Services, Inc.

Billing Specialist - Shared Services Insurance Office of America

Financial Analyst Careerscape

Patient Services Associate - Groton - Full-Time - Bilingual (Spanish & English) - $21.00/hr Community Health Center Inc

Patient Services Associate - Groton, CT (On-Site) Full Time - Bilingual Required (English & Spanish) - $21.00/hr Community Health Center Inc

Financial Office Assistant Family Service Association - Fall River

Director of Food & Hospitality Services EASTCONN (INC)

Mid-Level Financial Analyst (Govt Contracts) Arcfield

Dining Services - Manager in Training Healthcare Services Group, Inc.

Director of Laboratory Services Kent Hospital

Residential Services Manager Child & Family

Environmental Services Department Manager Healthcare Services Group, Inc.

Funeral Service Assistant (part-time) SCI Shared Resources, LLC

Customer Service Associate Savers / Value Village

Front End Service Team Supervisor Walmart Inc

Customer Service Representative - State Farm Agent Team Member Michaela Jordan - State Farm Agent

Advisor Coordinator - Charter Oak Federal Credit Union (Waterford, CT) on-site TruStage Financial Group Inc

Sales Executive - Personal Lines World Insurance Associates, LLC.

Sales Executive - Commercial Lines World Insurance Associates, LLC.

Project Scheduler K&A Engineering

Pharmacy Intern Grad Walgreen Co

Customer Care Advocate MetLife Inc

Accounts Payable Specialist West Bay RI

Loan Officer Outside Sales Primary Residential Mortgage Inc

Branch Operations Lead- Westerly, RI JPMorgan Chase Bank, N.A.

Branch Manager I Berkshire Bank

Member Relationship Advisor I Navigant Credit Union

Member Relationship Advisor I. - Floating (Westerly, Wakefield, N. Kingstown, Coventry) Navigant Credit Union

Member Relationship Advisor I. - Floating (East Greenwich, Warwick Plaza & Avenue, Cranston) Navigant Credit Union

Asst Division Engineer - 90001647 - Groton (Groton, CT, US, 06340) Amtrak

Field Underwriter Spieldenner Financial Group

Business Manager Marcum Search

Branch Flex Banker/Universal Banker Washington Trust Bancorp Inc

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