Client Services Associate

Kintra Wealth; Greenville (RI); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Healthcare & Dental Plan

401k Match & Profit-Sharing Plan

Outings & Events

Education Assistance Programs

Job summary

Loring Advisory Group, a founding partner of Kintra Wealth in Greenville, RI, is seeking a friendly and empathetic team member for a client and administrative support role. The ideal candidate will possess exemplary interpersonal and organizational skills and demonstrate genuine care for others in a dynamic wealth management setting.

You will provide client and administrative support to multiple financial advisors, including establishing new accounts, asset transfers, money movements, and other

Qualifications

• Exemplary interpersonal and organizational skills.
• No experience or licensing required.
• Ability to work independently and in a team.
• Detail oriented and thorough in written and verbal communication.

Responsibilities

• Provide client and administrative support to multiple financial advisors including the establishment of new accounts, asset transfers, money movements, and other client directives.
• Assist firm advisors in preparing for client meetings, provide sales support, and provide timely and thorough feedback related to client requests.
• Handle phone calls from clients, when appropriate; transfer calls to advisors, when required.
• Develop and maintain operational processes for our growing organization.

Skills

Interpersonal skills

Organizational skills

Education

No degree required

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Overview

Loring Advisory Group, a founding partner of Kintra Wealth, is a dynamic, multi-faceted wealth management firm based in Greenville, RI. We are seeking a friendly and empathetic new team member who is interested in joining an established but growing firm dedicated to providing exceptional service to our clients. Applicants should possess exemplary interpersonal and organizational skills and display a genuine care for others. The ideal candidate should be intellectually curious, capable of working both independently and as part of a team, and comfortable working in an ambitious, fast-paced environment.

You Will

• Provide client and administrative support to multiple financial advisors including the establishment of new accounts, asset transfers, money movements, and other client directives.
• Assist firm advisors in preparing for client meetings, provide sales support, and provide timely and thorough feedback related to client requests.
• Handle phone calls from clients, when appropriate; transfer calls to advisors, when required.
• Develop and maintain operational processes for our growing organization.

We Offer

• Collaborative and Supportive Environment
• Comprehensive Healthcare & Dental Plan
• 401k Match and Profit-Sharing Plan
• Company Sponsored Outings and Events
• Education / Tuition Assistance Programs

Are You?

• Committed to the Highest Degree of Personal Integrity
• Detail Oriented & Thorough in Written and Verbal Communication
• Capable of Effectively Prioritizing Workload and Meeting Deadlines
• Adaptable and Resilient to Changing Needs of Clients and Our Team
• Familiar with Computer Programs, including Microsoft Word, Excel, Outlook

If you agree that you have the above qualities, you’ve likely got what we’re looking for. There are no experience or licensing requirements for this role; just a desire to help others and be part of a caring, motivated team. We are dedicated to the training and development of our teammates and eager to grow, both personally and professionally, together.