Wealth Client Services Specialist - ESG Focus
Harkins Wealth Management, LLC
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. #J-18808-Ljbffr Harkins Wealth Management, LLC
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...significant risk, workforce, wealth management and retirement challenges... ...and benefits, billing services, and general questions or concerns... .... Conduct outbound calls to clients as needed in support of... ...more Our PeopleFirst culture focuses on building and nurturing lifelong...Work experience placementWork at office- ...Customer Service Associate II Your positive, friendly disposition and eagerness to get... ...merchandising to supporting customers. While focusing on providing a clean, welcoming... ...variety of rewards to support your health, wealth, and mental well-being. In addition to medical...Contract workPart timeLocal area
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$22 per hour
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- ...Drybar is a blow dry-only bar and our philosophy is simple. Focus on one thing and be the best at it. For us that's blowouts.... ...fantastic retail sales associates to provide excellent customer service to our clients. Sales Associate / Customer Service Representative...Local areaFlexible hoursShift work
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