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Wealth Management

Private Wealth Client Experience Associate

Job in Central Falls, Providence County, Rhode Island, 02863, USA
Listing for: GemHarvest Executive Recruiting
Full Time position
Listed on 2026-03-09
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 70000 - 85000 USD Yearly USD 70000.00 85000.00 YEAR
Job Description & How to Apply Below
A boutique financial advisory firm in Rhode Island seeks a Client Service Associate to enhance client services for high net worth clients. Candidates should possess a Bachelor’s Degree and 2-5+ years of experience in client service, preferably in financial services. The role involves onboarding clients and managing relationships while adhering to the firm’s commitment to integrity and teamwork. A competitive compensation package of $70,000 – $85,000 plus benefits is offered.
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Position Requirements
10+ Years work experience
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