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Wealth Management Client Services Pro

Job in Lincoln, Providence County, Rhode Island, 02865, USA
Listing for: Rhode Island Bar Assn.
Full Time position
Listed on 2026-03-05
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 25 - 44 USD Hourly USD 25.00 44.00 HOUR
Job Description & How to Apply Below
A leading financial services firm is seeking a Client Service Specialist to support multiple Financial Advisors in delivering exceptional client service. Key responsibilities include addressing client needs, ensuring timely and accurate materials, and fostering strong client relationships. The ideal candidate will have a client-centric mindset, strong communication skills, and proficiency in Microsoft applications. This role requires a High School Diploma and offers a pay range of $25.00 - $44.00 hourly based on experience.
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