Client Services Associate Position Available In Providence, Rhode Island

Client Services Associate GemHarvest Providence, RI Job Details Full-time $70,000 – $90,000 a year 1 day ago Benefits Health insurance Dental insurance Paid time off Qualifications Mid-level Bachelor’s degree Client services Customer relationship management Custodial experience Financial services 2 years Full Job Description Client Service Associate Boutique Wealth Management Firm Rhode Island / Southeastern CT Overview Boutique Independent RIA serving high net worth clientele seeks a Client Service Associate to support Private Wealth Clients and Advisors by taking initiative in Client Services. The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high net worth clientele. Highlights Serve as a primary point of contact for client onboarding and private wealth client services Provide an excellent client experience for high net worth clients, maintaining client relationships Participate in the growth of a dynamic, independent RIA by attending to client inquiries and requests and administrative tasks Strong culture of teamwork, integrity, work-life balance and personal and professional development Competitive compensation package, including a base salary of $70,000-$90,000, plus bonuses and benefits. Requirements Bachelor’s Degree 2-5+ years experience in Client Service within Financial Services Custodial experience is a plus Track record of professionalism, adaptability, attention to detail, and time management

Job Type:

Full-time Pay:

$70,000.00 – $90,000.00 per year

Benefits:

Dental insurance Health insurance Paid time off

Education:

Bachelor’s (Required)

Experience:

Financial services: 2 years (Required) Ability to

Relocate:

Providence, RI 02903: Relocate before starting work (Preferred)

Work Location:

In person