Legal Service Coordinator/ Legal Assistant Developer 22nd Century Technologies, Inc. (TSCTI)Legal Service Coordinator/ Legal Assistant DeveloperProvidence, RIFull timeTo coordinate statewide legal assistance services funded under the OAA by promoting equitable access to legal services, prioritizing older adults with the greatest economic and social need, collaborating to improve service delivery and identify unmet legal needs, facilitating partnerships among legal services providers, advocacy organizations, courts, bar associations, and community-based organizations. To promote education and access to legal and financial planning services that support informed decision-making, increase awareness of advance planning tools and less restrictive alternatives to guardianship, collaborate with stakeholders to expand access to resources that help older adults maintain autonomy and avoid unnecessary fiduciary proceedings.
Financial Service Professional New York Life - Rob WardFinancial Service ProfessionalProvidence, RIWe want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial future. Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor.
NewRetail Customer Service Associate FedEx OfficeRetail Customer Service AssociateMiddletown, RIThe 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.
Customer Service Representative AxelonCustomer Service RepresentativeWarwick, RITraining will be conducted on-site at our Warwick, Rhode Island office and consists of a five-week instructor-led training program followed by a two-week nesting period. Explain complex financial information in a way customers can easily understand while maintaining a high degree of accuracy and attention to detail.
NewSenior Customer Service Representative AxelonSenior Customer Service RepresentativeWarwick, RIProvide excellent service to customers with insurance or other financial service products or benefit plans and offer solutions that best match customer needs. Demonstrated ability to learn quickly and continuously develop functional knowledge and an understanding of company products as well as administrative, claims, underwriting, and marketing functions.
Retail Customer Service Associate FedExRetail Customer Service AssociateMiddletown, Rhode Island$18.35–$21.57 / 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.
Fast Track Insurance Partner New York Life - Rob WardFast Track Insurance PartnerProvidence, RITo determine the best-regarded companies in 52 industries, Korn Ferry asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria, from investment value and quality of management and products to social responsibility and ability to attract talent. Our extensive resources include: -Our NYLIC University training program, designed to provide career-long support and growth including tuition reimbursement program for certain advanced, professional designation courses.
NewMortgage Loan Originator (Brockton Region) North Easton Savings BankMortgage Loan Originator (Brockton Region)Brockton, MAThe essential functions include, but are not limited to the following: Develops and maintains referral relationships with Realtors®, builders, attorneys, financial advisors, nonprofit organizations, community partners, and other sources to generate mortgage and home equity lending opportunities. Serves as the primary point of contact throughout the loan origination process and communicates effectively with borrowers, referral sources, processors, underwriters, attorneys, and other parties to ensure a positive customer experience.
Life Services Financial Services Representative Bank of America CorpLife Services Financial Services RepresentativeRiverside, RI$25–$27 / hourWe 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. Back to search results Life Services Financial Services Representative Lincoln, Rhode Island; Riverside, Rhode Island Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Solutions Marketing Manager, Financial Services Alteryx IncSolutions Marketing Manager, Financial Servicesmassachusetts, MARemote$103,000–$135,000 / yearAs the Financial Services Solutions Marketing Manager, you will: Support Financial Services GTM Execution - Help execute the go-to-market strategy for Alteryx's financial services initiatives, translating strategic direction into industry-specific campaigns, plays, and field-facing assets. This role will focus on bringing our industry strategy to life through credible and authentic content, messaging, campaigns, and field-facing assets that demonstrate exactly how Alteryx solves the unique business problems faced by financial institutions.
Financial Services Representative - Littleton, MA FidelityFinancial Services Representative - Littleton, MAMassachusettsRemotePlease 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. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center.
Sr. Strategic Account Manager - BFSI (Banking, Financial Services and Insurance) Cynet CorpSr. Strategic Account Manager - BFSI (Banking, Financial Services and Insurance)Providence, RIRemoteWorking 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 Banking, Financial Services and Insurance 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.
NewAssociate Director Student Financial Aid Services Transformation Community College of Rhode IslandAssociate Director Student Financial Aid Services TransformationProvidence, 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.
Financial Services Representative Moody Street GroupFinancial Services RepresentativeGreater Boston, MAWe are interested in meeting highly motivated, success-oriented individuals with undergraduate or graduate degrees in business, marketing, finance, accounting, economics, law or communications who are looking for a professional sales career with excellent income potential. The Moody Street Group, LLC , a general agency, of The Companies of OneAmerica® , works with a diverse clientele including individuals, business owners, professionals and families.
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 Banking, Financial Services and Insurance 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.
Sr. Strategic Account Manager - Banking, Financial Services, IT, Insurance Cynet CorpSr. Strategic Account Manager - Banking, Financial Services, IT, InsuranceProvidence, 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.
NewVice President, Financial Services and Systems Liberty Utilities (Canada) Corp.Vice President, Financial Services and SystemsFall River, MAThe Vice President, Financial Business Services & Financial Systems is responsible for leading the enterprise finance shared services organization while establishing the strategy, governance, and continuous improvement of the companys financial systems, processes, and data. The role provides executive leadership over core finance operations, financial systems, process transformation, master data governance, reporting, automation, and organizational change to ensure Finance operates as a scalable, high-performing business partner.
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.
Life Services Financial Solutions Advisor (Series 7 required) - Lincoln, RI Bank of America CorpLife Services Financial Solutions Advisor (Series 7 required) - Lincoln, RIRiverside, RI$65,000–$85,000 / yearResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedSkills: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. Responsible for the end-to-end client experience, managing and providing financial advice to an assigned group of clients, enhancing client care, retention, and deepeningOwn management of client issues, research, and communication of resolution Demonstrate expert knowledge of internal and regulatory policies, procedures, and processesRequired Qualifications:Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days).Minimum of 1-2+ years financial advisory or investment experience in the financial service industry and/or a sales environment where goals were met or exceededPassion for excellence and willingness to work to exceed client expectations by communicating effectively and confidently while engaging all clients.
Consumer Investments - Financial Services Representative I (Lincoln, RI) Bank of America CorpConsumer Investments - Financial Services Representative I (Lincoln, RI)Riverside, RI$25–$27 / hourWe 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. Back to search results Consumer Investments - Financial Services Representative I (Lincoln, RI) Riverside, Rhode Island; Lincoln, Rhode Island Additional locations Apply × To proceed with your application, you must be at least 18 years of age.