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Associate Financial Services Jobs in Rhode Island

Oppenheimer & Co. Inc.

Be Seen First

Client Service Associate - Financial Services

Providence, RI · On-site

$45K - $60K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • PTO

... services. We are currently hiring for the role of Client Service Associate to add to our established and growing team! Primary responsibility is to support Financial Advisors in sales and in day-to ...

New

Oppenheimer & Co. Inc.

Be Seen First

Client Service Associate - Financial Services

Providence, RI · On-site

$45K - $60K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • PTO

... services. We are currently hiring for the role of Client Service Associate to add to our established and growing team! Primary responsibility is to support Financial Advisors in sales and in day-to ...

New

TIAA

Financial Consultant

Providence, RI · On-site

  • Medical

  • Life

  • Retirement

Interacts with retirement plan participants to provide exceptional customer service and execute ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

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Showing results 1-20

All JobsAssociate Financial Services JobsAssociate Financial Services Jobs in Rhode Island

Associate Financial Services information

See Rhode Island salary details

$13

$31

$66

How much do associate financial services jobs pay per hour?

As of Aug 17, 2026, the average hourly pay for associate financial services in Rhode Island is $31.30, according to ZipRecruiter salary data. Most workers in this role earn between $20.24 and $33.65 per hour, depending on experience, location, and employer.

What is an associate financial services?

Associate Financial Services typically refers to entry-level or early-career professionals who support financial advisors, analysts, or managers in banks, investment firms, or other financial institutions. Their responsibilities may include client communications, preparing financial reports, conducting market research, and assisting with account management. Associates often gain foundational experience in financial products and services, compliance, and customer service. This role serves as a stepping stone to more advanced positions in finance, such as financial analyst or advisor.

What are the key skills and qualifications needed to thrive as an associate financial services?

To thrive as an Associate in Financial Services, you need strong analytical abilities, financial acumen, and a relevant degree such as finance, business, or economics. Familiarity with financial modeling tools, CRM systems, and proficiency in Excel are typically required, with certifications like the CFA or Series 7 often preferred. Excellent communication, attention to detail, and client relationship management skills set top performers apart. These skills are crucial for delivering accurate financial analysis, building trust with clients, and supporting the firm's strategic objectives.

What are some typical challenges faced by associate financial services professionals when managing client portfolios?

Associate Financial Services professionals often encounter challenges such as balancing multiple client needs, staying updated on market trends, and managing tight deadlines for reporting and compliance. They must also ensure clear communication with clients to explain complex financial concepts and recommendations. Collaboration with senior advisors and other departments is essential for delivering comprehensive solutions, and strong organizational skills help in managing diverse portfolios efficiently.

What is the difference between Associate Financial Services vs Financial Analyst?

AspectAssociate Financial ServicesFinancial Analyst
Required CredentialsBachelor's degree, possibly certifications like CFA or CFPBachelor's degree, often CFA or related certifications
Work EnvironmentFinancial institutions, banks, investment firmsCorporations, investment firms, banks
Employer & Industry UsageEntry-level role in finance sectorAnalyzing financial data, investment decisions

The main difference is that Associate Financial Services typically refers to entry-level roles supporting financial operations, while Financial Analysts focus on analyzing financial data to guide investment and business decisions. Both roles often require similar credentials and are found in similar environments, but their core responsibilities differ.

What are the most commonly searched types of Financial Services jobs in Rhode Island?

The most popular types of Financial Services jobs in Rhode Island are:

What cities in Rhode Island are hiring for Associate Financial Services jobs?

Cities in Rhode Island with the most Associate Financial Services job openings:

Associate Financial Services jobs near you
Infographic showing various Associate Financial Services job openings in Rhode Island as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 17% Part Time, and 4% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $65,106 per year, or $31.3 per hour.

Client Service Associate - Financial Services

Oppenheimer & Co. Inc.

Providence, RI • On-site

$45K - $60K/yr

Full-time

Medical, Dental, Vision, Life, PTO

This job post has expired today. Applications are no longer accepted.

Job description

Oppenheimer & Co. Inc. is a leading national investment firm providing a full range of wealth management and securities brokerage services. We are currently hiring for the role of Client Service Associate to add to our established and growing team! Primary responsibility is to support Financial Advisors in sales and in day-to-day operations of their practice. This role requires strong interpersonal and multi-tasking skills. The candidate should be able to operate independently as well as a member of a small team. A Client Service Associate is an integral role in the growth and success of the team's business and practice.

Responsibilities include but are not limited to:

  • Assist clients (via phone or in person) with administrative requests & questions (check reconciliation, statement/paperwork questions, disbursement or deposit of funds etc.)
  • Processing forms for new account opening, annuities, life insurance, and other investment applications
  • Database management of contacts and associates using Oppenheimer & Co. Inc. internal software
  • Correspondence to clients, delegates, associates, and Senior Management
  • Coordination of and preparation for client review meetings
  • Perform other job related duties as assigned

Position requirements:
• Previous financial industry experience preferred but not necessary
• Detail oriented
• Strong writing, reading and math skills
• Strong organizational and time management skills
• Ability to switch from task to task as needed
• Ability to learn proprietary computer software programs
• Ability to maintain confidential records


We are happy to sponsor individuals interested in pursuing their Series 7 license (dependent on experience).


All inquiries are confidential. Oppenheimer is an equal opportunity employer.

Company Description

Oppenheimer & Co. Inc. (www.opco.com) is a leading national investment firm providing a full range of wealth management and securities brokerage services.