Client Servicing Specialist

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.

Key Responsibilities

• 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
• Excellent written and verbal communication
• Comfortable using multiple tech platforms
• Friendly, professional phone etiquette
• 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)
• Insurance licensing (Life, Accident & Health) a plus

What We Offer

• Competitive salary
• Generous benefits package
• Supportive, team-oriented environment
• Opportunities for professional and personal growth

Ready to grow your career with a firm that values your contributions?

Apply today to join a passionate team dedicated to delivering excellence in financial planning and client care.

This is an in-office position; remote work is not offered for this position

Monday – Thursday 9 AM to 5 PM and Friday’s 9 AM – 4 PM