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Financial Services Client Advocate

Job in Providence, Providence County, Rhode Island, 02912, USA
Listing for: Edelman Financial Engines
Full Time position
Listed on 2026-01-16
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 48900 - 65200 USD Yearly USD 48900.00 65200.00 YEAR
Job Description & How to Apply Below
A leading financial services firm in Providence, RI, is seeking a Client Service Associate to support financial planners and provide exceptional service to clients. The role requires two years of relevant experience in financial services, excellent communication and client service skills. You will coordinate meetings, supervise account activities, and maintain compliance. If you are detail-oriented and motivated to help clients, this role may be the perfect fit.

Competitive salary range of $48,900 - $65,200 based on experience and qualifications.
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