Work From Home - Client Services Associate AO Garcia AgencyWork From Home - Client Services AssociateProvidence, Rhode IslandGlobal Elite 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. 4. 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.
Relationship Banker - Hyde Park Financial Center Bank of AmericaRelationship Banker - Hyde Park Financial CenterHyde Park, IllinoisJob expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
Relationship Banker - Sharon Financial Center Bank of America CorpRelationship Banker - Sharon Financial CenterSharon, MA$25–$26.77 / hourOn screen copy: Trained by the award-winning Academy at Bank of America The onboarding and training I received through Bank of America's award-winning Academy offered personalized support, dedicated training time, and coaching that helped me prepare for the job. Shift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role View transcript Close transcript [Music in background throughout] [Bankers working with clients in-person and on video chat.]
Relationship Banker - Norwood Route One Financial Center Bank of AmericaRelationship Banker - Norwood Route One Financial CenterNorwood, MassachusettsJob expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
Relationship Banker - Hingham Rte 53 Financial Center Bank of America CorpRelationship Banker - Hingham Rte 53 Financial CenterHingham, MA$25–$27.88 / hourOn screen copy: Trained by the award-winning Academy at Bank of America The onboarding and training I received through Bank of America's award-winning Academy offered personalized support, dedicated training time, and coaching that helped me prepare for the job. Shift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role View transcript Close transcript [Music in background throughout] [Bankers working with clients in-person and on video chat.]
Director of Student Financial Aid Rhode Island CollegeDirector of Student Financial AidRI$100,000–$120,000 / yearCreates financial aid reports that align with admissions reports; compiles and analyzes socioeconomic, geographic, demographic data, and peer institution data; and creates benchmarking data on financial aid that informs/guides recruitment strategies and strategies for improving student completion. The director leads an office staff of professionals who work to provide a high-level of customer service, and works with the Enrollment Management Team and the Student Success Division to enhance enrollment, retention and success of Rhode Island College students.
Financial Center Manager - Cambridge Market Area Bank of AmericaFinancial Center Manager - Cambridge Market AreaMassachusettsKey responsibilities include operating as a business owner and fostering a team environment, instilling an effective client-centric and risk culture in the center, and helping clients achieve the financial goals. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
Personal Financial Counselor, Assignment Ready Counselor - Rhode Island Magellan Health IncPersonal Financial Counselor, Assignment Ready Counselor - Rhode IslandTiverton, RIServices 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.
Financial Solutions Advisor - Boston West Market Bank of America CorpFinancial Solutions Advisor - Boston West MarketWellesley, MA$65,000–$80,000 / 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 solutions• Recommends banking and investments strategies that align with client financial goals and needs• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds• Mitigates and controls risk as part of daily activities• Identifies and engages potential new clients through referrals or financial center clientele• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Back to search results Financial Solutions Advisor - Boston West Market Brookline, Massachusetts; Wellesley, Massachusetts; Newton, Massachusetts; Needham, Massachusetts; Waltham, Massachusetts; Waltham, Massachusetts; Watertown, Massachusetts; Chestnut Hill, Massachusetts; Belmont, Massachusetts; Waban, Massachusetts Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Financial Advisor - Worcester, Massachusetts The Toronto-Dominion BankFinancial Advisor - Worcester, MassachusettsWorcester, MA$72,280–$108,160 / yearEnsures 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.
Financial Customer Associate - Bilingual- Smithfield FidelityFinancial Customer Associate - Bilingual- SmithfieldSmithfield, Rhode IslandRemoteCustomer Service 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. In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams.
Financial Customer Associate - Smithfield FidelityFinancial Customer Associate - SmithfieldSmithfield, Rhode IslandRemoteCustomer Service 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. In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams.
Financial Reporting Analyst Aditi ConsultingFinancial Reporting AnalystQuincy, MA$52–$53 / hourConsent to Communication and Use of AI Technology: By submitting your application for this position and providing your email address(es) and/or phone number(s), you consent to receive text (SMS), email, and/or voice communication whether automated (including auto telephone dialing systems or automatic text messaging systems), pre-recorded, AI-assisted, or individually initiated from Aditi Consulting, our agents, representatives, or affiliates at the phone number and/or email address you have provided. The Cyber Financial Reporting Analyst will work closely with the Global Cybersecurity (GCS) CBO team to support workforce planning, budget management, procurement lifecycle management, vendor governance, and process transformation activities for Global Cybersecurity.
Financial Operations / Transfer Agency Operations Analyst LanceSoft IncFinancial Operations / Transfer Agency Operations AnalystQuincy, MA$40–$41 / hourThis role will be responsible for processing daily trades, managing high-volume client inquiries, supporting transaction security and account maintenance activities, and assisting with end-of-day pricing operations. The ideal candidate will have strong communication, attention to detail, critical thinking, and problem-solving skills, along with the ability to manage multiple priorities across several systems in a time-sensitive financial environment.
Financial Clearance Specialist UMass Memorial HealthFinancial Clearance SpecialistWorcester, MassachusettsExceptional patient care, academic excellence and leading-edge research make UMass Memorial the premier health system of Central Massachusetts, and a place where we can help you build the career you deserve. Consistently demonstrates ability to respond to changing situations in a flexible manner in order to meet current needs, such as reprioritizing work as necessary.
Market Financial Center Manager - Quincy - Newton Market Bank of AmericaMarket Financial Center Manager - Quincy - Newton MarketDedham, MassachusettsThis includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. This job is responsible for supporting a cluster of financial centers in designated markets in the absence of the assigned financial center manager and as a market-level resource.
Financial and Management Consultant Barrington, IL ESRhealthcare and EXEC STAFF RECRUITERSFinancial and Management Consultant Barrington, ILBarrington, Rhode IslandExperience level: Mid-senior Experience required: 5 Years Education level: Bachelors degree Job function: Finance Industry: Financial Services Compensation: $101,000 - $150,000 Total position: 1. Preparing time sensitive payrolls for clients as well as monthly and quarterly payroll tax returns along with preparing their year-end returns and W2s.
Financial Coordinator, IVF Center, 20 Hour, Days UMass Memorial HealthFinancial Coordinator, IVF Center, 20 Hour, DaysWorcester, Massachusetts1. Obtains detailed patient insurance benefit information for all aspects of the medical treatment process including, but not limited to, coverage and network requirements, outpatient prescription drugs, follow-up clinic visits, and travel and housing if necessary. Work closely with other members of the clinical and administrative teams, contracting, Patient Financial Services and insurers to advise of financial issues related to ability to obtain payment.
Team Leader, Client Services FidelityTeam Leader, Client ServicesSmithfield, Rhode IslandRemoteCustomer Service 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. The Team Leader is a key member of the Regional Center Client Services group providing leadership to a team of licensed associates.
Financial Reporting, Officer State StreetFinancial Reporting, OfficerQuincy, Massachusetts$60,000–$101,250 / yearFrom core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS’ tools help our clients make better investment choices and act on growth opportunities. The qualified candidate will also be responsible for preparing/reviewing Treasury Services tasks associated with client deliverables related to Expense Administration, Distributions, Performance and Regulatory/Board Reporting within the Treasury Services group in State Street’s Global Delivery division.