Client Experience Specialist: Onboarding & Support
Listed on 2026-10-08
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Customer Service/HelpDesk
Customer Service Rep, Customer Success Management, Office Administrator/ Coordinator, HelpDesk/Support
Massey & Associates, Inc. in Warwick, RI is seeking a Client Servicing Specialist to support our advisors and enhance the client experience. You will be the backbone of the client servicing team, handling onboarding, paperwork, and ongoing client communications in a fast-paced, professional environment.
The role emphasizes accuracy, organization, and proactive service, with opportunities for growth within our established independent retirement wealth planning firm.
We invite applications for the Client Experience Specialist:
Onboarding & Support position located in Warwick, RI, United States.
We have an opening for a Client Experience Specialist:
Onboarding & Support in Warwick, RI, United States within Management & Operations, Sales.
This role, Client Experience Specialist:
Onboarding & Support at Massey & Associates, Inc., could be your next move.
Are you ready to take on the Client Experience Specialist:
Onboarding & Support role at Massey & Associates, Inc.?
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