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Financial Services

Client Services Associate - Financial Planning Support

Job in East Greenwich, Kent County, Rhode Island, 02818, USA
Listing for: Edelman Financial Engines
Full Time position
Listed on 2026-03-06
Job specializations:
  • Finance & Banking
    Financial Services
Salary/Wage Range or Industry Benchmark: 50000 - 65000 USD Yearly USD 50000.00 65000.00 YEAR
Job Description & How to Apply Below
A financial services firm in East Greenwich, RI is seeking a Client Services Associate to support financial planners and deliver exceptional client service. Responsibilities include coordinating client meetings, supervising account activity, and ensuring document compliance. Ideal candidates will have at least two years of experience in a financial services environment, along with strong communication and critical thinking skills. The compensation range is $50,000 - $65,000 annually, with additional benefits.
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Position Requirements
10+ Years work experience
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