Financial Solutions Advisor - Rhode Island Market Bank of America CorpFinancial Solutions Advisor - Rhode Island MarketProvidence, RI$70,000–$80,000 / yearKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Back to search results Financial Solutions Advisor - Rhode Island Market Providence, Rhode Island; Cranston, Rhode Island; Johnston, Rhode Island Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Personal Financial Counselor, Assignment Ready Counselor - Rhode Island Magellan Health ServicesPersonal Financial Counselor, Assignment Ready Counselor - Rhode IslandMiddletown, 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.
National Financial Solutions Advisor I (Series 7 Required) Bank of America CorpNational Financial Solutions Advisor I (Series 7 Required)Riverside, 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.
Financial Operations Supervisor - PA-WFP-Q2-2006-R003 SS&C Technologies Holdings IncFinancial Operations Supervisor - PA-WFP-Q2-2006-R003Braintree, MASome 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.
Financial Solutions Advisor Registration Candidate - South Shore Market Bank of America CorpFinancial Solutions Advisor Registration Candidate - South Shore MarketBraintree, MA$28.85–$33.65 / hourKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. Back to search results Financial Solutions Advisor Registration Candidate - South Shore Market Braintree, Massachusetts; Sharon, Massachusetts Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Administrative 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.
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.
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.
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.
Personal Financial Counselor, Assignment Ready Counselor - Rhode Island Magellan Health IncPersonal Financial Counselor, Assignment Ready Counselor - Rhode IslandNewport, 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.
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.
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 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 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.
Operations Support Services Specialist Sedgwick Claims Management Services, Inc.Operations Support Services SpecialistRI$39,536–$55,350 / yearPRIMARY PURPOSE: To support Operations Support Services leadership relating to all aspects of quality assurance; ensure service level agreements are maintained; research and resolve complex technical issues; manage and create escalation procedures; track and monitor issues ensuring a timely resolution; and to perform monthly quality and technical audits. Mental: Clear and conceptual thinking ability; excellent judgment, troubleshooting, problem solving, analysis, and discretion; ability to handle work-related stress; ability to handle multiple priorities simultaneously; and ability to meet deadlines.
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. Prepares and maintains related reports using both the online scheduling and billing systemsMay respond to telephone callsnquiries by rotating into a centralized setting (i.e., a call room).Performs all duties in accordance with the Hospital's mission, the defined role of ambulatory care and defined administrative/clerical rules, procedures and policies.