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Customer Associate Representative Jobs in Rhode Island

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Customer Service Representative Employment Type: Full-Time FLSA Status: Non-Exempt Work Environment ... Associate degree preferred; a high school diploma or GED combined with equivalent work experience ...

Customer Service Representative

Bristol, RI · On-site

$16.75 - $22.75/hr

Customer Service Representative Begin your Composites One career today! Position Overview: As a ... Associate's degree in a business-related field Pre-Employment Requirement: Employment offers are ...

Customer Service Representative

Bristol, RI · On-site

$16.75 - $22.75/hr

As a Customer Service Representative, you will provide excellent care for our customers by serving ... Associate's degree in a business-related field Pre-Employment Requirement: Employment offers are ...

Customer Service Representative

Bristol, RI · On-site

$23.50 - $24.50/hr

As a Customer Service Representative, you will provide excellent care for our customers by serving ... Associate's degree in a business-related field Pre-Employment Requirement: Employment offers are ...

Customer Service Rep

Warwick, RI · On-site

$20 - $22/hr

About the job Customer Service Rep This position is for a Customer Service Representative who acts ... An Associates Degree in Business Administration or a related field is a plus. * Communication:

Customer Service Rep Pay Rate: $20/hr Location: Warwick, RI Start Date: 9/28/2026 Required ... Associate's or Bachelor's preferred) • 2-3+ years of customer service experience (financial ...

Customer Service Rep

Warwick, RI · On-site

$20 - $22/hr

This position is for a Customer Service Representative who acts as a crucial point of contact for ... An Associates Degree in Business Administration or a related field is a plus. * Communication:

Midas is committed to training our associates and promoting from within the organization. Responsibilities As a Midas Customer Service Representative, you will be performing the following duties:

Midas is committed to training our associates and promoting from within the organization. Responsibilities As a Midas Customer Service Representative, you will be performing the following duties:

We're rethinking the way people buy cars - and our associates help us do just that. We believe work ... Deliver exceptional customer service by guiding customers through sales, appraisals, test drives ...

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Customer Associate Representative information

What does a customer associate representative do?

A Customer Associate Representative is responsible for assisting customers with inquiries, resolving issues, and providing information about products or services. They often communicate with customers via phone, email, or chat, ensuring customer satisfaction and maintaining positive relationships. Their duties may also include processing orders, handling complaints, and updating customer records. Strong communication and problem-solving skills are essential for success in this role.

What are the key skills and qualifications needed to thrive as a customer associate representative?

To thrive as a Customer Associate Representative, you need strong communication skills, problem-solving abilities, and a high school diploma or equivalent. Familiarity with customer relationship management (CRM) systems, call center software, and basic office applications is typically required. Outstanding interpersonal skills, patience, and the ability to remain calm under pressure set top performers apart in this role. These skills and qualities are crucial for effectively resolving customer inquiries, ensuring satisfaction, and maintaining positive company-client relationships.

What are some common challenges faced by customer associate representatives, and how can they be successfully managed?

Customer Associate Representatives often encounter challenges such as handling difficult or upset customers, managing high call volumes, and quickly resolving a variety of issues. Successful representatives develop strong communication skills, patience, and adaptability to address customer concerns effectively. Many organizations provide ongoing training and mentorship, enabling associates to learn conflict resolution techniques and product knowledge, which are essential for overcoming these challenges and ensuring customer satisfaction.

What cities in Rhode Island are hiring for Customer Associate Representative jobs?

Cities in Rhode Island with the most Customer Associate Representative job openings:

Wealth Management Client Associate

Providence, RI • On-site

Bank of America
Finance and Insurance • 10K+ employees

$25 - $44/hr

Full-time

PTO

Re-posted 25 days ago


Bank Of America rating

8.3

Company rating: 8.3 out of 10

Based on 537 frontline employees who took The Breakroom Quiz

49th of 176 rated banks


Job description

Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
  • Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
  • Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
  • Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
  • Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
  • Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Required Qualifications:
  • Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
  • Demonstrates a client-centric mindset, always acting in the best interest of the client
  • Has the ability to learn and adapt to new information and technology platforms

Desired Qualifications:
  • Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
  • Possesses industry knowledge and an understanding of investment products
  • Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
  • Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
  • Is detail oriented
  • Demonstrates a commitment to continuous learning and professional growth
  • Exhibits sound judgment and discretion when handling sensitive information
  • Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
  • Demonstrates professional verbal and written communication skills

Skills:
  • Account Management
  • Client Management
  • Customer and Client Focus
  • Issue Management
  • Oral Communications
  • Business Development
  • Client Solutions Advisory
  • Pipeline Management
  • Prioritization
  • Administrative Services
  • Emotional Intelligence
  • Referral Identification
  • Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
Pay Transparency details
US - RI - Providence - 1 Financial Plz - 1 Financial Plaza (RI1537)
Pay and benefits information
Pay range
$25.00 - $44.00 hourly pay, offers to be determined based on experience, education and skill set.
Discretionary incentive eligible
This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
Benefits
This role is currently benefits eligible. 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.

What Bank Of America employees say

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Benefits

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About Bank Of America

Sourced by ZipRecruiter

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

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