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Wealth Management Client Service Associate

Job in Providence, Providence County, Rhode Island, 02912, USA
Listing for: PowerToFly
Full Time position
Listed on 2026-06-01
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 50000 - 70000 USD Yearly USD 50000.00 70000.00 YEAR
Job Description & How to Apply Below

Power To Fly  is seeking Registered Client Service Associates to provide exceptional service to clients and support Financial Advisors in cultivating client relationships. The successful candidate will interact with clients, manage service requests, and support day-to-day operations.

Applicants should have excellent interpersonal skills, industry experience, and be detail-oriented. Education may include a High School Diploma and preferably a college degree along with active Series licenses. This role offers an opportunity to work with a leading financial firm committed to client satisfaction.

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Position Requirements
10+ Years work experience
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