Wealth Management Client Services Specialist
Beacon Hill
Beacon Hill, located in Providence, Rhode Island, is seeking a Client Services Administrator to support senior investment professionals. This role entails managing client communications, coordinating meetings, and handling service requests with precision. The ideal candidate will have over 5 years of experience in finance, excellent communication skills, and a collaborative work style. The position offers various benefits including discretionary bonuses and employer retirement contributions. #J-18808-Ljbffr Beacon Hill
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$105k
Overview Client Services Administrator to $105K - Supportive Culture, Meaningful Work! Our client, a boutique wealth management firm, is seeking a Client Services Administrator to become a key point of support for senior investment professionals and their client relationships...SuggestedWork at office- PSI Services is looking for a Client Services Specialist to provide operational support for client examinations. This full-time, remote role entails customer service, client management tasks, and collaboration across departments. The ideal candidate will have at least...SuggestedRemote jobFull timeWork at office
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$24.17 per hour
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