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Financial Client Success Associate

Job in Middletown, Newport County, Rhode Island, 02842, USA
Listing for: Benjamin F. Edwards
Full Time position
Listed on 2026-01-01
Job specializations:
  • Customer Service/HelpDesk
  • Finance & Banking
Job Description & How to Apply Below
A financial services firm in Middletown, RI, seeks a Financial Client Associate to support Financial Advisors and ensure exceptional service to clients. Responsibilities include managing inquiries, assisting with account tasks, and maintaining client records. Candidates should have a Bachelor's degree or equivalent experience, strong customer service skills, and proficiency in Microsoft Office. This full-time role offers an hourly pay range of $22.00 to $28.00 and comprehensive benefits.
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Position Requirements
10+ Years work experience
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