Client Services Associate Position Available In Kent, Rhode Island

Client Services Associate Old Forge Wealth Management Warwick, RI Job Details Part-time | Full-time $40,000 – $80,000 a year 19 hours ago Benefits Health insurance Dental insurance Paid time off Qualifications CRM software Wealth management Mid-level Microsoft Office Finance Bachelor’s degree Financial services 2 years Communication skills Full Job Description Client Service Associate – Wealth Management Warwick, RI | Part-Time / Full-Time (3-Month Trial Period) About Us Old Forge Wealth Management is a fiduciary advisory firm based in Rhode Island, dedicated to serving high-net-worth individuals with personalized attention and integrity. We’re looking for a detail-oriented, service-minded Client Service Associate to join our team. Position Summary A Client Service Associate (CSA) plays a crucial role in supporting a wealth management team by providing administrative, operational, and client-focused services. This individual ensures seamless client interactions, manages operational issues in financial accounts, and upholds compliance with industry regulations — all while maintaining a high level of accuracy and attention to detail in every task. Key Responsibilities Client Support & Relationship Management Act as the main point of contact for client service needs Schedule meetings and coordinate communications Process account maintenance and follow up on outstanding items Ensure all client communication is clear, professional, and free of errors Administrative & Operational Support Manage and maintain accurate client records and CRM data Support account onboarding, transfers, RMDs, Roth conversions, ACHs Prepare reports and meeting materials Maintain meticulous documentation of client data, financial reports, and CRM entries Compliance & Documentation Ensure client records meet firm and regulatory standards Assist with compliance filings and maintain confidentiality Review forms and records for completeness and accuracy before submission Qualifications Bachelor’s degree in Finance or related field (preferred) Experience in wealth management or financial services Exceptional attention to detail and organizational skills; accuracy is critical in handling client accounts, documentation, and compliance tasks Strong communication and interpersonal skills Proficiency in Microsoft Office and CRM systems Experience with Schwab Advisor Center is a plus Compensation & Schedule A comprehensive benefits package will be offered upon successful completion of the 3-month trial period.

Pay:

$40,000-$80,000/year (commensurate with experience)

Schedule:

Monday-Friday, between 20-40 hrs/week

Work Location:

In-person, Warwick, RI Job Types:

Full-time, Part-time Pay:

$40,000.00 – $80,000.00 per year

Benefits:

Dental insurance Health insurance Paid time off

Schedule:

4 hour shift 8 hour shift

Experience:

Wealth Management operations: 2 years (Required) Ability to

Commute:

Warwick, RI 02886 (Required) Ability to

Relocate:

Warwick, RI 02886: Relocate before starting work (Preferred)

Work Location:

In person