Top 5 Wealth management client associate Jobs in North Kingstown, Ri

Wealth Management Associate
The Washington Trust Company —Providence, RI
- $65,000 - $75,000 a year
- Full-time
- Microsoft Outlook
- 5 years
- Administrative experience
- Health insurance
- 401(k)
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2d
Wealth Management Associate
Equitable Advisors —Warwick, RI
- $33,400 a year
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Wealth Management Client Associate
Bank of America —Providence, RI
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
14d
Wealth Management Associate - Retirement Benefits Group
Equitable Advisors —Warwick, RI
- $24,000 a year
- Bachelor's degree
- US work authorization
- Experience equivalent to degree accepted
- Employee stock purchase plan
- Disability insurance

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Assistant Customer Experience Manager
Millbury National Bank - Millbury, MA —Millbury, MA
They will play an active role in delivering exceptional customer service, opening deposit accounts, promoting Bank products & services and fostering a universal…
$26 - $32 an hour
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3d
Wealth Management Trainee (CT)
Bankers Life —New London, CT
Continuous support with tech tools, marketing leads, and team collaboration. This is an entry-level exam administered by the Financial Industry Regulatory…
$50,000 - $80,000 a year
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Associate Financial Advisor
TPM Placement —Columbus, OH
Provide outstanding service by responding to incoming calls from clients and addressing their concerns in a timely manner. Status: Full time, in office*.
$110,000 - $130,000 a year
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J.P. Morgan Wealth Management - Associate, Product Manager - Advanced Investing
JPMorganChase —Columbus, OH
Your role will involve collaborating with cross-functional teams—including design, engineering, and data analytics—to deliver meaningful solutions.
$64,600 - $95,000 a year

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Wealth Management Associate

The Washington Trust Company -
Providence, RI

Quick Apply

Job Details

Full-time
$65,000 - $75,000 a year
2 days ago

Benefits

Health insurance
401(k)
Paid time off
Work from home

Qualifications

Customer relationship building
Microsoft Outlook
Phone communication
Spreadsheets
Administrative experience
Managing clients in a customer support role
Customer relationship management
Client interaction via phone calls

Full Job Description

Washington Trust has an opportunity for a highly motivated Wealth Associate to join our Wealth Management Administration team. The Wealth Associate will work closely with wealth management professionals and administrative staff to provide operational, client service, and account administration support. The Associate is responsible for coordinating administrative processes, maintaining account documentation, supporting client onboarding and servicing activities, and ensuring the timely and accurate execution of operational workflows.
This is an excellent opportunity for someone with 5+ years of experience in wealth management, financial services operations, or client administration who is looking to broaden their knowledge of wealth management practices and client service delivery. This position is part of a career progression track and offers opportunities to develop expertise in fiduciary services, wealth planning, client relationship management, and other areas of wealth management.
Primary Responsibilities
Client & Administrative Support

Respond to client and internal inquiries in a timely and professional manner, providing assistance and directing requests to the appropriate team members when needed.
Coordinate and schedule client meetings, prepare meeting materials, and support follow-up activities.
Process and monitor account-related transactions, including checks, wires, ACH transfers, bill payments, and other administrative requests.
Prepare and maintain client records, account documentation, and system data to ensure accuracy and completeness.
Support account onboarding, maintenance, and servicing activities throughout the client relationship lifecycle.

Operational & Team Support

Gather, organize, and maintain documentation required for account opening, account maintenance, annual reviews, distributions, and account closing activities.
Create, update, and maintain records within Wealth Management systems to ensure data integrity and compliance with established procedures.
Coordinate administrative workflows and follow-up activities across team members and internal business partners.
Prepare correspondence, reports, spreadsheets, and other administrative materials to support departmental operations.
Assist with special projects, departmental initiatives, and process improvement efforts as assigned.

Quality Assurance & Process Management

Run and review operational reports to monitor account activity, workflow status, and outstanding action items.
Maintain reminders, and tracking tools to ensure deadlines, regulatory requirements, and internal procedures are met.
Perform quality-control reviews of documentation, account records, and transactions to promote accuracy and consistency.
Monitor outstanding requests and follow up with appropriate parties to ensure timely completion of administrative and operational tasks.
Identify process improvement opportunities and contribute to enhancing operational efficiency and service delivery.

Requirements and Preferred Qualifications

Bachelor's degree or equivalent experience and 5+ years of experience in wealth management operations, financial services administration, client service, account administration, or a related field.
Strong understanding of operational workflows, account servicing, documentation management, and administrative processes.
Demonstrated ability to manage multiple priorities, meet deadlines, and maintain a high level of accuracy in a fast-paced environment.
Excellent organizational skills with strong attention to detail and follow-through.
Proven experience delivering exceptional client and internal service through effective communication and problem resolution.
Proficiency with Microsoft Office applications, particularly Word, Excel, Outlook, and document management systems.
Strong written, verbal, and interpersonal communication skills.
Professional telephone presence and the ability to interact effectively with clients, colleagues, and business partners.

This position is in Providence or Westerly, RI, but has the option to work remotely from RI, CT, or MA. Candidates must have access to appropriate internet/wi-fi and home workspace (required).
Compensation: A good faith, reasonable estimate of the base salary range for this role is $65,000–$75,000, and the actual offer will depend on factors such as experience, skills, training, certifications, and education. This base salary reflects one component of our competitive compensation package. This position may be eligible for an annual bonus and includes a comprehensive benefits package.

Our employees enjoy a comprehensive benefits package, which includes health and welfare benefits, paid time-off, work-life program, and a 401(k) plan. We believe employees who are valued, recognized, rewarded and empowered, will achieve personal and professional growth. Apply today and find out why we have been voted one of the Best Places to Work in Rhode Island since 2011!

The Washington Trust Company, and each of its subsidiaries and affiliates are committed to providing equal employment opportunities to all employees and applicants as protected by state and/or federal law.

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wealth management client associate jobs in north kingstown, ri

Wealth Management Associate

Wealth Management Associate

Wealth Management Client Associate

Wealth Management Associate - Retirement Benefits Group

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