Wealth Management Operations Associate (Remote)

Washington Trust; Providence (RI); Remote; USD 60,000 - 70,000; Full time

Benefits offered by this job

Annual bonus

Comprehensive benefits package

401(k) plan

Remote work option

Job summary

Washington Trust is seeking a Wealth Associate to support wealth management professionals and staff with client service, onboarding, and account administration. The role emphasizes coordinating administrative workflows, maintaining documentation, and ensuring accurate processing of transactions to support a high level of service.

Ideal candidates have at least 2 years in wealth management operations or client administration and are eager to grow expertise in fiduciary services and client

Qualifications

• Bachelor's degree or equivalent experience required and 2+ years in wealth management operations, financial services administration, or client service.
• Strong understanding of operational workflows, account servicing, documentation management, and administrative processes.
• Ability to manage multiple priorities, meet deadlines, and maintain accuracy in a fast-paced environment.
• Excellent organizational skills with attention to detail and follow-through.
• Proven experience delivering exceptional client and internal service through effective communication and problem resolution.

Responsibilities

• Respond to client and internal inquiries in a timely and professional manner, coordinate client meetings, prepare materials, and support follow-up activities.
• Support onboarding, maintenance, and servicing activities throughout the client relationship lifecycle and grow client relationships.
• Gather, organize, and maintain documentation for account opening, maintenance, reviews, distributions, and closing activities; ensure data integrity.

Skills

Client service

Communication

Organization

Time management

Attention to detail

Problem solving

Customer service

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Document management systems

Job description

Washington Trust is seeking a Wealth Associate to support wealth management professionals and staff with client service, onboarding, and account administration. The role emphasizes coordinating administrative workflows, maintaining documentation, and ensuring accurate processing of transactions to support a high level of service.

Ideal candidates have at least 2 years in wealth management operations or client administration and are eager to grow expertise in fiduciary services and client