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Financial Services Financial Advisor

Wealth Client Services Specialist - ESG Focus

Job in Providence, Providence County, Rhode Island, 02912, USA
Listing for: Harkins Wealth Management, LLC
Full Time position
Listed on 2026-02-06
Job specializations:
  • Finance & Banking
    Financial Services, Financial Advisor
Job Description & How to Apply Below
A fiduciary wealth management firm in Providence, RI is seeking a motivated Client Services Associate to provide client services and advisor support. Responsibilities include scheduling and responding to client requests while ensuring an excellent client experience. Ideal candidates will have strong client service skills, excellent communication abilities, and a basic knowledge of finance. A bachelor's degree in a related field is preferred.

This role offers opportunities for growth in the financial planning profession.
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