Client Service Coordinator

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

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