Client Service Coordinator

Advance Your Career and Truly Make a Meaningful Impact. Client Servicing Specialist | Full-Time, In-Person| Warwick, RI Join a well-established Independent Retirement Wealth Planning firm that values excellence, integrity, and growth. We’re seeking an organized, motivated, and personable professional to support our mission of delivering exceptional client service in a fast-paced and rewarding environment. Position Summary: As a Client Servicing Specialist , you will play a key role in supporting our advisors and enhancing the client experience. You’ll be the backbone of your client servicing team—keeping things running smoothly, ensuring compliance, and building strong, positive relationships with clients. This is an ideal opportunity for someone looking to grow within a reputable firm and contribute to making a real difference in clients' financial lives. Job Duties Coordinate client onboarding and account setup Scrub and process new client paperwork Track transfers and pending business Handle account maintenance requests (e.g., address/phone updates) Prepare for client meetings and support advisors as needed Resolve NIGOs and follow up on open items Maintain organized, compliant digital and physical files Manage client communication and follow-ups Liaise with outside providers to resolve issues Educate clients on digital tools and services Ensure adherence to compliance standards Handle administrative tasks and special projects as needed What We’re Looking For Strong organizational and time-management skills Detail-oriented with a focus on accuracy Comfortable using multiple tech platforms Able to multitask in a fast-paced environment Self-motivated and proactive work ethic Requirements High school diploma or equivalent (college degree a plus) Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) Ability to quickly learn new software Professional appearance and demeanor Experience in a financial planning environment (preferred) What we Offer: Generous benefits package Supportive, team-oriented environment Opportunities for professional and personal growth #J-18808-Ljbffr Massey & Associates, Inc.