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Client Service Associate Jobs in Rhode Island (NOW HIRING)

Stifel

Client Service Associate

Providence, RI · On-site

$41K - $62K/yr

What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records ...

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Client Service Associate information

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$8

$16

$26

How much do client service associate jobs pay per hour?

As of Jun 19, 2026, the average hourly pay for client service associate in Rhode Island is $16.78, according to ZipRecruiter salary data. Most workers in this role earn between $13.65 and $18.85 per hour, depending on experience, location, and employer.

What does a client service associate do?

A client service associate provides support to clients by addressing inquiries, resolving issues, and managing account information. They often communicate via phone, email, or in person, and use customer relationship management (CRM) tools to ensure client satisfaction and accurate record-keeping.

What are the key skills and qualifications needed to thrive as a Client Service Associate, and why are they important?

To thrive as a Client Service Associate, you need strong communication, organizational, and problem-solving skills, often backed by a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes financial or industry-specific platforms is typically required. Outstanding interpersonal skills, attention to detail, and a proactive attitude help build client trust and foster positive relationships. These competencies are essential for ensuring client satisfaction, efficient service delivery, and long-term business success.

What is the difference between Client Service Associate vs Customer Support Specialist?

AspectClient Service AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer relevant certificationsHigh school diploma or equivalent; technical certifications optional
Work EnvironmentFinancial institutions, banks, investment firmsRetail, tech companies, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, e-commerce, tech support
Common Search & Comparison IntentUnderstanding roles in finance and client interactionCustomer service roles in various industries

The Client Service Associate typically works in financial institutions, focusing on client interactions, account management, and financial products. In contrast, a Customer Support Specialist often handles technical issues, product inquiries, and general customer assistance across diverse industries. While both roles require strong communication skills, the Client Service Associate's work is more finance-oriented, whereas the Customer Support Specialist's role is broader and more technical.

What is the role of a client associate?

A client service associate is responsible for supporting client relationships by handling inquiries, processing transactions, and providing information about products or services. They often work in financial or customer service environments, utilizing communication skills and familiarity with relevant software to ensure client satisfaction and efficient service delivery.

How does a Client Service Associate typically collaborate with financial advisors and other team members?

Client Service Associates work closely with financial advisors to ensure that clients receive timely and accurate support. They often coordinate client meetings, prepare account documentation, and act as a liaison between clients and the advisory team. Effective communication and strong organizational skills are essential, as the role requires managing multiple requests while maintaining attention to detail. Collaboration with operations teams and compliance departments is also common to resolve client issues and ensure regulatory requirements are met.

What job makes $10,000 a month without a degree?

A Client Service Associate typically does not earn $10,000 a month without significant experience or advanced skills. High-paying roles that can reach this level often involve sales, real estate, or entrepreneurship, which may require strong communication skills, industry knowledge, and a proven track record rather than formal degrees.

Is client associate entry level?

A client service associate position is often considered entry-level, suitable for candidates with a high school diploma or bachelor's degree. The role typically involves developing customer service skills, familiarity with financial products, and using CRM tools, making it accessible to those starting their careers in client support or financial services.

What are Client Service Associates?

Client Service Associates are professionals who support financial advisors or account managers by assisting clients with their needs, addressing inquiries, and processing account transactions. They often serve as the first point of contact for clients, ensuring a smooth and positive experience. Their responsibilities may include handling documentation, managing account information, resolving issues, and maintaining strong client relationships. In many organizations, they play a crucial role in ensuring client satisfaction and operational efficiency.
What cities in Rhode Island are hiring for Client Service Associate jobs? Cities in Rhode Island with the most Client Service Associate job openings:
Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Rhode Island as of June 2026, with employment types broken down into 1% As Needed, 78% Full Time, 18% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $34,909 per year, or $16.8 per hour.
Client Service Associate

Client Service Associate

BCI - Brokerage Consultants Inc

Westerly, RI

$60/hr

Other

Posted 19 days ago

Job description

Client Service Associate | Rhode Island (South County)
Independent RIA seeks hire to work with investment advisory team in providing exceptional experience to multi-generational wealth management clients. Firm offers long-term opportunity in client service or path to become a Financial Advisor. In-office Monday-Friday 8:30am-5pm
Trade/rebalance investments; review/resolve drift and non-sufficient funds reports
Maintain client relationships, process client requests; resolve client inquiries
Prepare/submit required forms to custodian, including obtaining client signatures
Prepare Advisors for client meetings (prepare client investment summary), schedule/confirm client meetings
General administrative functions (answering client calls, preparing client correspondence and filing)
REQUIREMENTS:
2-5 years comparable financial services or banking industry experience
Series 7 and 63/66 preferred
Focus on accuracy/quality of work; organized/resourceful/detail-oriented; self-motivated to manage multiple priorities effectively; effective communicator with clients and all levels of organization
Proficient in Microsoft Outlook, Word, Excel and Adobe Acrobat
Target base salary is $60-90k and can vary depending on factors such as skillset, licensure, designations, and experience level. Total package will include bonus and competitive benefits.

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