Client Experience Specialist: Onboarding & Support

Massey & Associates, Inc.; Warwick, Northern (RI, KY); Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

Generous benefits package

Job summary

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.

Qualifications

• High school diploma or equivalent; college degree is a plus.
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint).
• Ability to quickly learn new software and systems.
• Professional appearance and demeanor is expected.
• Experience in a financial planning environment is preferred.

Responsibilities

• Coordinate client onboarding and account setup.
• Scrub and process new client paperwork.
• Track transfers and pending business.
• Handle account maintenance requests (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.

Skills

Organizational skills

Time management

Tech-savvy

Multitasking

Self-motivated

Education

High School Diploma

College degree a plus

Tools

Microsoft Office Suite

CRM software

Job description

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.