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Customer Success Mgr./ CSM Customer Service Rep

Investment Specialist Trainee - Client-Driven Licensing Path

Job in Lincoln, Providence County, Rhode Island, 02865, USA
Listing for: Rhode Island Bar Assn.
Apprenticeship/Internship position
Listed on 2026-03-07
Job specializations:
  • Customer Service/HelpDesk
    Customer Success Mgr./ CSM, Customer Service Rep
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading financial services company is seeking a Client Services Representative in Lincoln. This role involves assisting clients with their financial needs through phone-based services while managing relationships and connecting them to specialized sales teams. The ideal candidate is self-motivated, possesses strong computer skills, and has a passion for customer service. The position offers competitive hourly pay and comprehensive benefits for successful candidates.
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