Client Services Manager Jobs in Cranston
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Retirement Income Source SFGCranston
engaging prospects face-to-face at public events.
Client Service & Onboarding Support
• Initiate new client onboarding paperwork
• Accurately prepare applications, transfer forms, and client profile documentation
• Submit complete documentation to the New...
Cranstontiptopjob.com
with the ability to efficiently complete job tasks.
• Strong commitment to client service.
• Excellent communication and interpersonal skills.
• Team player with a goal:driven mindset.
• Comfortable in a fast:paced environment.
• Ability to lift and carry up to 50...
Ameriprise FinancialCranston
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...
EisnerAmperProvidence, 3 mi from Cranston
Overview
In this Tax Senior Manager role within Private Client Services, you lead a team to deliver high-net-worth tax planning and compliance with precision and partner collaboration. You’ll drive client relationships, engage in business...
Primary Residential Mortgage IncCranston
Job Description
Job Description
Position Purpose - Responsibilities/Duties/Functions/Tasks
The main function of this position is to proactively solicit new residential mortgage clients, while developing and cultivating a strong business network...
EisnerAmperProvidence, 3 mi from Cranston
Overview
In this Tax Senior Manager role within Private Client Services, you lead a team to deliver high-net-worth tax planning and compliance with precision and partner collaboration. You’ll drive client relationships, engage in business...
GEORGICA PINE CLOTHIERS LLCCranston
About the Role
Essential Functions:
• Act as the Brand Ambassador by embracing the company culture to develop and cultivate strong relationships with clients and our communities
• Provide exemplary client service to create a customer centric...
EisnerAmperProvidence, 3 mi from Cranston
Overview
In this Tax Senior Manager role within Private Client Services, you lead a team to deliver high-net-worth tax planning and compliance with precision and partner collaboration. You’ll drive client relationships, engage in business...
GallagherWestborough, 35 mi from Cranston
impact for the businesses we serve. If you’re ready to bring your unique perspective to a place where your work truly matters; think of Gallagher.
Overview
At Gallagher, we’re looking for a Client Service Manager to join our Commercial team...
NEW ENGLAND TESTING LAB INCWest Warwick, 9 mi from Cranston
Job Description
Job Description
We're seeking a highly organized Client Services Representative to oversee client projects and service our top tier clients. The ideal candidate is a detail-oriented and client-focused professional with strong...
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