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 ($70,000 – $85,000 base and excellent 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
