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Wealth Management Client Associate — Client‑Focused
Job in
Providence, Providence County, Rhode Island, 02912, USA
Listed on 2026-07-08
Listing for:
MDAEdge
Full Time
position Listed on 2026-07-08
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
MDAEdge seeks a Registered Wealth Management Client Associate in Providence, RI, responsible for supporting Financial Advisors. The role involves providing client service support, ensuring accuracy in client materials, and maintaining strong client relationships. Candidates must be fully licensed and experienced in a similar role.
The ideal candidate enjoys a dynamic environment, has excellent communication skills, and is committed to a superior client experience. This position is a full-time role with a focus on operational excellence and client advocacy.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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