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Wealth Management Financial Services Financial Advisor / Consultant

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 2026-10-06

Job specializations:

Finance & Banking
Wealth Management, Financial Services, Financial Advisor / Consultant

Salary/Wage Range or Industry Benchmark: 40000 - 60000 USD Yearly USD 40000.00 60000.00 YEAR

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.
We have an opening for a Wealth Client Services Specialist - ESG Focus in Providence, RI, United States within Human Resources. We aim to respond to suitable candidates as soon as possible. Full responsibilities and requirements are described in the listing above. Learn more about the Wealth Client Services Specialist - ESG Focus role in the description above.

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