Salesforce Financial Services Cloud (FSC) Developer/Engineer with AI Experience SegraSalesforce Financial Services Cloud (FSC) Developer/Engineer with AI ExperienceJohnston, RI$100,000–$120,000 / yearFull time
NewBilingual Financial Service Associate Fidelity InvestmentsBilingual Financial Service AssociateSmithfield, RIRemoteCustomer ServicePlease 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. All training and onboarding support is provided in English, with the possibility of joining our Spanish teams once proficient in servicing calls in English.
NewFinancial Customer Associate - Bilingual- Smithfield Fidelity InvestmentsFinancial Customer Associate - Bilingual- SmithfieldRochester, MARemoteCustomer ServicePlease 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. All training and onboarding support is provided in English, with the possibility of joining our Spanish teams once proficient in servicing calls in English.
NewFinancial Customer Associate - Smithfield Fidelity InvestmentsFinancial Customer Associate - SmithfieldNew Bedford, MARemoteCustomer ServicePlease 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. In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams.
NewBilingual Financial Analyst Fidelity InvestmentsBilingual Financial AnalystSmithfield, RIRemoteCustomer ServicePlease 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. All training and onboarding support is provided in English, with the possibility of joining our Spanish teams once proficient in servicing calls in English.
Retail Customer Service Associate FedExRetail Customer Service AssociateProvidence, Rhode Island$17–$19.98 / hourFull timeThe Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.
NewPrincipal Quant Developer Fidelity InvestmentsPrincipal Quant DeveloperPawtucket, RIRemote$107,000–$216,000Please 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.
NewFast Track Insurance Partner New York Life - Rob WardFast Track Insurance PartnerProvidence, RINew York Life Insurance Company is currently hiring managers for its Fast Track Partner Program, a training in which participants start as financial professionals who gain first-hand experience in the field. Present potential solutions using a comprehensive array of our financial products and services, including life insurance, fixed and variable annuities, and mutual funds .
NewSenior Manager, Asset Management Compliance - Alternatives Manager Oversight Fidelity InvestmentsSenior Manager, Asset Management Compliance - Alternatives Manager OversightSmithfield, RIRemote$85,000–$171,000Please 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.
Senior Business Development Manager Ericsson Mobile Financial Services Telefonaktiebolaget LM EricssonSenior Business Development Manager Ericsson Mobile Financial ServicesRIThis role is a hybrid position with the expectation to work onsite (3) three days a week in the Ericsson office located in Plano, TX, Austin, TX, Bellevue, WA, Boise, ID, Irvine, CA, Lewisville, TX, Morristown, NJ, New York, NY, Overland Park, KS, Santa Clara, CA, or Washington, DC. Drive consultative and solution selling by understanding customer business needs, shaping value-led propositions, and positioning Ericsson Mobile Financial Services capabilities to address strategic, operational, and commercial priorities.
Consultant | Banking & Financial Services | Customer Risk Assessment & Risk Scoring Ipolarity LLCConsultant | Banking & Financial Services | Customer Risk Assessment & Risk ScoringJohnston, RISkills required Fircosoft Continuity Implementation, product upgrade, configuration and applications support. Job Title: Consultant | Banking & Financial Services | Customer Risk Assessment & Risk Scoring.
Sr. Strategic Account Manager - BFSI (Banking, Financial Services and Insurance) Cynet CorpSr. Strategic Account Manager - BFSI (Banking, Financial Services and Insurance)Providence, RIWorking within a vibrant and passionate team of recruitment and sales professionals, you will bring your energy and thrill of the hunt to fuel our growth managing key accounts and driving the acquisition of new business opportunities in the oil, gas and energy sector. Headquartered in the Washington, D.C. metro area, Cynet Systems is an award-winning and one of the fastest-growing workforce solutions companies that help our clients realize their talent potential through custom staffing & recruiting solutions.
Account Executive – Financial Services SageAccount Executive – Financial ServicesProvidence, RIWorking at Sage means you’re supporting millions of small and medium sized businesses globally with technology to work faster and smarter. We leverage the future of AI, meaning business owners spend less time doing routine tasks, like entering invoices and generating reports, and more time pursuing their ambitions.
NewIT - Consultant | Banking & Financial Services | Customer Risk Assessment & Risk Scoring Cloudspace LLCIT - Consultant | Banking & Financial Services | Customer Risk Assessment & Risk ScoringJohnston, RISkills required Fircosoft Continuity Implementation, product upgrade, configuration and applications support. Job Title: Consultant | Banking & Financial Services | Customer Risk Assessment & Risk Scoring.
Consultant | Banking & Financial Services | Customer Risk Assessment & Risk Scoring IMCS Group IncConsultant | Banking & Financial Services | Customer Risk Assessment & Risk ScoringJohnston, RICompany Description: IMCS Group is one of the fastest growing MWBE (Minority Woman Owned Enterprise) staffing firms in the U.S. We focus on bringing a Diversity Recruitment approach to Fortune 500 companies within North America and EMEA region contingent labor programs. IMCS Group is committed to maintaining an inclusive workforce, where employees are hired, retained, compensated, and promoted based on their contributions to our Company.
Remote Sales Consultant – Financial Services NexeraRemote Sales Consultant – Financial ServicesProvidence, RIRemote$4,001–$6,300In this role, you will help families find the right financial protection coverage for their needs — working entirely by phone and Zoom from your home. Life and Health Insurance License required before start date — or demonstrated willingness to obtain quickly (exam prep resources provided).
Manager, Patient Financial Services & Vendor Mangagement Southcoast Health System IncManager, Patient Financial Services & Vendor MangagementFairhaven, MA$68,452.80–$115,148.80 / hourNestled in local communities, Southcoast Health provides inclusive, ethical workplaces where our highly skilled caregivers offer world-class, comprehensive healthcare close to home. Perform diversified duties including supervision and coordination of assigned personnel and activities to include patient financial screening, third party billing vendors, bad debt turnovers, collections, compliance, etc.
Financial Services Professional Symmetry Financial GroupFinancial Services ProfessionalNewport, Rhode IslandRemote$36,000–$48,000 / yearResponsibilities: Identify client needs and recommend tailored protection and asset-building solutions. We're building a team of GROWTH-MINDED individuals who want: Mentorship from proven leaders.
Financial Office Assistant - Family Service Association Fall RiverFinancial Office Assistant - Family Service AssociationFall River, MassachusettsFamily 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.
Merrill Advisor Development Program - Financial Advisor: Providence Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Providence MarketProvidence, RI$80,000–$90,000 / yearEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Virtual Financial Advisor - National Remote Thrivent Financial for LutheransVirtual Financial Advisor - National RemoteRIRemote$24.03–$26.44 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. 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.
Financial Advisor Northwestern MutualFinancial AdvisorProvidence, Rhode Island$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Senior Financial Advisor – Experienced Professionals First Command Financial Services, Inc.Senior Financial Advisor – Experienced ProfessionalsNewport, RIFull time2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations—tailored to the unique needs of military families.
Financial Center Manager - Westerly Financial Center Bank of America CorpFinancial Center Manager - Westerly Financial CenterWesterly, RI$73,500–$106,500 / yearResponsibilities:Develops talent, including proactive sourcing of candidatesManages client traffic, engaging and appropriately routing clients, and fostering client retentionManages business results through formalized management routines and coachingCreates a world class client experience environmentManages market-level initiative prescribed by market leadersDrives operational excellence by engaging employees on business strategyManages organizational priorities and effective executionManagerial Responsibilities:This position may also have responsibilities for managing associates. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Branch Manager, Ameriprise Financial Advisors - Providence, RI Ameriprise Financial IncBranch Manager, Ameriprise Financial Advisors - Providence, RIProvidence, RIBachelors degree or equivalent • 3 - 5 years of relevant work experience • Obtain and maintain appropriate registrations to provide oversight on broker/dealer operations and develop advisor training • Active FINRA Series 7 or ability to obtain within 150 days • Active FINRA Series 24, or 9/10 or ability to obtain in 90 days • Active State Securities Agent Registration (S63 or S66) or ability to obtain within 150 days • Active State IAR registration (S65 or S66) or ability to obtain within 150 days • Active Life and Accident/Health insurance license or ability to obtain within 150 days • Proven success driving business growth • Proven leadership skills and ability to drive and motivate an organization to achieve results • Demonstrated sales success with proven ability to acquire clients and close business • Self driven and achievement oriented • Ability to execute a playbook to drive results • Strong presentation skills • P&L expense management and ability to analyze data and reports to determine business opportunities • Knowledgeable and able to develop networks within the community • Excellent compliance record. Key responsibilities include growth of existing advisor practices through business plan coaching on key revenue drivers, bringing new talent to the organization through successful recruiting and acquiring of external practices, leading with integrity, and developing a strong culture to optimize relationships and resources within the office.
Senior Financial Advisor - Experienced Professionals First Command Financial Services, Inc.Senior Financial Advisor - Experienced ProfessionalsNewport, RI2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations-tailored to the unique needs of military families.
Senior Implementation & Travel Expense Consultant, Chase Travel Consulting Services JPMorgan Chase & CoSenior Implementation & Travel Expense Consultant, Chase Travel Consulting ServicesRIAs a Senior Consultant within Chase Travel Consulting Services, you will transition to a key advisor for Chase Travel's best clients, participating in payment, expense, and invoice assessments, developing strategic solutions, and optimizing or implementing payment solutions and systems. You will have demonstrated experience in defining systems strategy, gathering and documenting business requirements, leading fit-gap analysis, designing business processes, configuring functional requirements, testing, and providing client user training for expense and invoice implementations.
Financial Planning Consultant - Smithfield, RI FidelityFinancial Planning Consultant - Smithfield, RISmithfield, Rhode IslandRemoteSalesPlease 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. Deliver personalized, end-to-end planning and advice for FAS-covered clients, including unified investment strategies, retirement savings and inidelity is come planning, college savings, tax efficiency, long-term care, HSA and Medicare, estate planning, and more.
VP, Compliance - Card Services & Cash Management FidelityVP, Compliance - Card Services & Cash ManagementSmithfield, Rhode IslandRemoteThis role will serve as the central cross-business unit compliance contact for design, governance and oversight for personal card services products offered by Fidelity focusing on a number of areas including, but not limited to, a framework to comply with Regulation E, compliance obligations with respect to fraud and dispute handling, complaint management, customer protection obligations and card-specific controls. The Wealth and Brokgerage Compliance team provides compliance support to teams supporting a wide array of products and services including wealth management, retirement planning, active trading and brokerage services, cash management, college savings, and financial planning and engagement programs.
Operations Services Supervisor (Teller Manager) First Citizens BancShares IncOperations Services Supervisor (Teller Manager)Providence, RIBachelor''s Degree and 1 year of experience in Financial services, customer service, bank operations, or branch operations management OR High School Diploma or GED and 5 years of experience in Financial services, customer service, bank operations, or branch operations management. Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures.
Work From Home - Client Services Associate AO Garcia AgencyWork From Home - Client Services AssociateCoventry, Rhode IslandElite Empire Consultants is a third-party recruiter, not an insurance agency)We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Help Others: Use your skills and expertise to assist families in securing their financial futures, providing them with the support and guidance they need to navigate life’s uncertainties with confidence.5.
National Financial Solutions Advisor I (Series 7 Required) Bank of America CorpNational Financial Solutions Advisor I (Series 7 Required)East Providence, RI$65,000–$85,000 / yearSkills:Account ManagementAdvisoryClient Experience BrandingCustomer and Client FocusOral CommunicationsActive ListeningAttention to DetailClient Solutions AdvisoryIssue ManagementPipeline ManagementCausation AnalysisClient ManagementPolicies, Procedures, and GuidelinesRisk ManagementWritten CommunicationsShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Job Description:Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model and collaborate with business partners to provide deliver the full power of the Enterprise by providing advice to help our clients achieve their financial goals; solutions include investment, banking, and lending.
Personal Financial Counselor, Assignment Ready Counselor - Rhode Island Magellan Health Services, Inc.Personal Financial Counselor, Assignment Ready Counselor - Rhode IslandNewport, RIPart timeServices 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.
Director, Financial Planning Edelman Financial Engines LLCDirector, Financial PlanningProvidence, RI$125,000–$350,000 / yearRecognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Personal Financial Counselor, Assignment Ready Counselor - Rhode Island Magellan Health IncPersonal Financial Counselor, Assignment Ready Counselor - Rhode IslandRIServices 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.
NewAdministrative and Financial Coordinator Brown UniversityAdministrative and Financial CoordinatorProvidence, RIBrown University is a registered employer in the following states: Rhode Island, California, Colorado, Connecticut, Florida, Maryland, Massachusetts, New York, New Hampshire, New Jersey, North Carolina, Washington, D.C. All remote work must be performed in a state in which Brown is registered to do business. The Coordinator serves as a key resource for financial operations, including invoice processing, reimbursements, procurement, and expense tracking within Brown's financial systems.
NewAssociate Director Student Financial Aid Systems Community College of Rhode IslandAssociate Director Student Financial Aid SystemsProvidence, RIThe Associate Director will lead the Implementation and optimization of key Initiatives, including the Workforce Pell Act, Project ClearPay, Project Connect, and Achieving the Dream, while supporting the transition to a new Financial Services Service Model. Manage the direct reconciliation and management of federal, state, and institutional financial aid funds, including Pell Grants, Direct Loans, SEOG, work-study, institutional grants, and scholarships, ensuring accuracy and regulatory compliance.
MG Financial Counselor Brown Health Medical GroupMG Financial CounselorRhode IslandBrown University Health employees are expected to successfully role model the organization’s values of Compassion, Accountability, Respect, and Excellence as these guide our everyday actions with patients, customers and one another. Keep Supervisor promptly and fully informed of all problems or unusual matters of significance and take prompt corrective action where necessary or suggest alternative courses of action that may be taken.
Team Leader, Client Services FidelityTeam Leader, Client ServicesSmithfield, Rhode IslandRemoteFidelity’s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences such as military service, women’s leadership or environmental sustainability, who come together to create a positive, inclusive workplace for all employees. Customer ServicePlease 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.
Financial Analyst, Senior (Navy/DoD) THOR Solutions, LLCFinancial Analyst, Senior (Navy/DoD)Middletown, RIFull timeFounded in 2009, THOR Solutions, LLC (THOR) is a rapidly growing Center for Veteran’s Excellence (CVE) verified Service-Disabled Veteran-Owned Small Business (SDVOSB) providing mission critical support across the Department of Defense, Department of Homeland Security, federal civilian agencies and commercial maritime industry, worldwide. THOR Solutions is actively seeking a highly motivated Senior-Level Financial Analyst with Navy Enterprise Resource Planning (Navy ERP) experience to support a program for the Naval Undersea Warfare Center Division Newport (NUWCDIVNPT) in Middletown, RI.
Patient Financial Clearance Specialist Care New England Health SystemPatient Financial Clearance SpecialistWarwick, Rhode IslandFull timeAbout Us: 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, is a trusted, integrated health care organization that fuels the latest advances in medical research, attracts the nation’s top specialty-trained doctors, hones renowned services and innovative programs, and engages in the important discussions people need to have about their health and end-of-life wishes. This position is responsible for submitting Notices of Admissions (NOA) to payers, securing surgical authorizations, verifying surgical authorizations are on file, and providing patients with accurate cost estimates for services.
Outpatient Services Rep LEP Brown University HealthOutpatient Services Rep LEPProvidence, RI$22.35–$23.37 / hourUses non-English language skills and oral communications to provide high level of culturally appropriate customer service to those patients and families who have limited English proficiency, explaining clinic procedures, obtaining demographic and financial information in order to complete registration and related forms and records. As needed, provides customer assistance to patients with limited-English proficiency (LEP) through use of second language skills (non-English) to explain basic information regarding clinic policies and procedures, billing procedures and to assist in completing registration and related forms.
Purchasing and Financial Coordinator Brown UniversityPurchasing and Financial CoordinatorProvidence, RIThe position collaborates with the Financial and Operations Manager, the Academic Department Manager (ADM), the Stockroom Coordinator, and departmental leadership, and steps in to provide stockroom coverage as needed to maintain operational continuity. Proficiency in FileMaker Pro and other databases as needed, Microsoft Office (in particular Excel), Google Workspace (Gmail, Sheets and Docs), and Workday.
Manager - Global Financial Controls CoE FMR LLCManager - Global Financial Controls CoERI$80,000–$153,000 / yearSpecifically, the GFC-CoE evaluates financial controls through integrated reviews of key business units, including Workplace Investing, Institutional Wealth & Retail Brokerage, Fund, and Brokerage Operations & Technology, Asset Management, Corporate Services, Fidelity Insurance Group, International sites (India & Ireland), and advisory reviews over strategic initiatives. Note Please be advised that Fidelitys 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.
Manager, Global Financial Controls Center of Excellence FidelityManager, Global Financial Controls Center of ExcellenceSmithfield, Rhode IslandRemoteSpecifically, the GFC-CoE evaluates financial controls through integrated reviews of key business units including Workplace Investing, Institutional, Wealth and Retail Brokerage, Fund and Brokerage Operations and Technology, Asset Management, Corporate Services, Fidelity Insurance Group, International sites (India and Ireland) and advisory reviews over strategic initiatives. 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.
Associate Director, Housing and Residential Life Business Services University of Rhode IslandAssociate Director, Housing and Residential Life Business ServicesKingston, RI$90,000–$95,000 / yearAbout URI: The University of Rhode Island enrolls approximately 17,000 students across its graduate and undergraduate programs and is the State's flagship public research university, as well as the land grant and sea grant university, for the state of Rhode Island. Serve as liaison with division and university financial operations-related offices including the Controller's Office, Financial Strategy & Planning Office, Facilities Services, Purchasing, and other areas as appropriate.
Financial Customer Associate - Fidelity Investments Skills for Rhode Islands FutureFinancial Customer Associate - Fidelity InvestmentsSmithfield, RIIf hired, you'll learn about the financial services industry, develop your skills, and gain new experiences and can expect the following: You will join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. Indulge in the local delicacies like clam cakes and Rhode Island chowder, catch a game of the Pawtucket Red Sox at McCoy Stadium, or immerse yourself in culture at the Providence Performing Arts Center.
Outpatient Services Rep LEP RIH Rhode Island HospitalOutpatient Services Rep LEPRhode IslandUses non-English language skills and oral communications to provide high level of culturally appropriate customer service to those patients and families who have limited English proficiency, explaining clinic procedures, obtaining demographic and financial information in order to complete registration and related forms and records. As needed, provides customer assistance to patients with limited-English proficiency (LEP) through use of second language skills (non-English) to explain basic information regarding clinic policies and procedures, billing procedures and to assist in completing registration and related forms.
Client Services Specialist Ameriprise FinancialClient Services SpecialistCranston, Rhode IslandStrong 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. · 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.
NewTransaction Advisory Services Manager Kahn Litwin RenzaTransaction Advisory Services ManagerProvidence, RI$120,000–$140,000 / yearFrom our offices in Andover, Boston, Lausanne, Newport, and Providence, the 350+ person firm provides assurance, tax, and business advisory services toprivate and publicly-held companies throughout the United States and abroad. Individual salaries within this range do not include benefits and bonus potential, and are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location.