Harkins Wealth Management, LLC · 5 days ago
Client Services Associate
Providence, RI
Full-time
Onsite
New Grad, Entry LevelHarkins Wealth Management is a fee-only fiduciary wealth management firm specializing in ESG investing. They are seeking a motivated and detail-oriented Client Services Associate to provide client services, advisor support, and ensure an excellent client experience.
Financial ServicesImpact InvestingRetirementRisk ManagementWealth Management
Hiring Manager
Chancellor Harkins, CFP®, CSRIC®, CPFA®
Responsibilities
Providing client services
Advisor support
Scheduling and responding to client requests
Qualification
Required
Strong skills in Client Services, Customer Support, and Customer Service to deliver high-quality client experiences
Excellent Communication skills, both written and verbal, to effectively interact with clients and team members
Attention to detail, organizational skills, and proficiency in managing documents and records
Proficiency in office software and technology, including Microsoft Office Suite
Ability to work collaboratively in a team environment and adapt to dynamic priorities
Preferred
Basic knowledge of Finance or experience in a financial services environment is preferred
Bachelor's degree in Business, Finance, or a related field is a plus
Company
Harkins Wealth Management, LLC
We are Harkins Wealth Management, a financial planning and investment management firm in Providence, Rhode Island.
Founded in 2008
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase