Wealth Management Client Service Associate
Full-Time | In-Office | Warwick, RI | $45,000–$55,000
Launch Your Career in Financial Services
Join a growing wealth management firm where you’ll work directly alongside financial advisors, support client relationships, and gain hands-on experience in the financial services industry.
We are seeking a professional, organized, and client-focused individual to join our team as a Client Service Associate. This role is ideal for someone who enjoys supporting people, managing details, and building a long-term career in wealth management or financial services.
Whether your background is in banking, customer service, office administration, financial services, or another professional environment, we are looking for someone with strong communication skills, attention to detail, and a positive, team-oriented attitude.
Quick Snapshot
- Salary: $45,000–$55,000
- Schedule: Monday–Friday, Full-Time
- Location: In-office (Warwick, RI)
- Industry: Wealth Management / Financial Services
- Growth Opportunity: Advisor support, client service, financial operations, and long-term career development
What You’ll Do
Client Service & Advisor Support
- Support financial advisors with daily administrative and operational tasks
- Assist with preparing materials for client meetings and reviews
- Help maintain smooth communication and follow-up with clients
- Coordinate scheduling, calendars, and appointment preparation
Operations & Administrative Support
- Organize and maintain client documentation and account records
- Assist with account paperwork, forms, and internal processing
- Maintain accurate filing systems and data entry
- Support compliance and operational procedures
Team Support
- Help create a professional, organized, and client-focused office environment
- Collaborate with team members to ensure excellent client experience
- Assist with special projects and office initiatives as needed
What We’re Looking For
You May Be a Great Fit If You Are:
- Highly organized and detail-oriented
- Professional, dependable, and proactive
- Comfortable working in a fast-paced office environment
- Strong communicator with excellent customer service skills
- Interested in building a long-term career in financial services or wealth management
Qualifications
- High school diploma or equivalent required
- Associate’s or Bachelor’s degree preferred
- Previous experience in administrative support, customer service, banking, financial services, or a professional office environment preferred
- Proficiency with Microsoft Office (Outlook, Word, Excel)
- Experience with CRM or financial software is a plus
Why Join Our Team?
- Opportunity to grow within the financial services industry
- Exposure to wealth management and advisor operations
- Supportive and collaborative office environment
- Stable, full-time position with long-term career potential
- Opportunity to learn and develop professionally alongside experienced advisors
Ideal Career Backgrounds
Candidates with experience in the following areas are encouraged to apply:
- Banking
- Financial services
- Insurance or mortgage support
- Client service
- Office administration
- Executive or administrative support
- Customer-facing professional environments
Apply Today
If you’re looking for an opportunity to grow professionally, develop valuable financial services experience, and join a supportive team environment, we encourage you to apply.
Job Type: Full-time
Pay: $21.00 - $26.00 per hour
Education:
Experience:
- Administrative: 2 years (Preferred)
- Customer service: 3 years (Preferred)
- Finance: 2 years (Preferred)
Ability to Commute:
- Warwick, RI 02886 (Required)
Work Location: In person
