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Client Services Associate Jobs in Rhode Island (NOW HIRING)

Stifel

Client Service Associate

Middletown, RI · On-site

$41K - $62K/yr

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, performs a wide variety ...

Stifel

Client Service Associate

Middletown, 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 ...

Stifel

Client Service Associate

Middletown, RI · On-site

$41K/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 ...

Citizens

PW Client Associate

Johnston, RI · Hybrid

$37.50 - $47.59/hr

Description The Wealth Manager Client Service Associate (CSA) is responsible for providing day-to-day support to Wealth Managers. The CSA leads onboarding and service for new and existing clients.

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$40

How much do client services associate jobs pay per hour?

As of Aug 26, 2026, the average hourly pay for client services associate in Rhode Island is $21.94, according to ZipRecruiter salary data. Most workers in this role earn between $16.73 and $24.47 per hour, depending on experience, location, and employer.

What is a client services associate?

A client services associate is responsible for supporting financial advisors by providing a number of sales and support functions. In this career, you are typically employed by financial or wealth management organizations. Your job duties include giving quotes to customers, keeping records of investment transactions, building customer portfolios, and handling general customer service requests. Qualifications include experience with stocks, bonds and other investments, and strong customer service and oral communication skills.

What does a client services associate do?

A Client Services Associate acts as a key point of contact between a company and its clients, ensuring that clients receive high-quality service and support. They handle client inquiries, resolve issues, assist with account management, and coordinate with other departments to fulfill client needs. Their goal is to maintain positive client relationships and help ensure client satisfaction, often working in industries like finance, marketing, or consulting.

What are the key skills and qualifications needed to thrive as a client services associate?

To thrive as a Client Services Associate, you need strong interpersonal skills, customer service experience, and often a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific platforms is typically required. Exceptional communication, organizational abilities, and a proactive attitude help you stand out in this client-facing role. These skills and qualities are essential for building client trust, efficiently resolving issues, and supporting overall business growth.

What are some common challenges faced by client services associates, and how can they be overcome?

Client Services Associates often manage multiple client accounts simultaneously, which can lead to competing priorities and tight deadlines. Effective time management and clear communication are essential for balancing these demands. Building strong relationships with clients and proactively addressing their concerns helps prevent misunderstandings and ensures satisfaction. Collaboration with internal teams, such as sales and operations, is also key to efficiently resolving client issues and delivering high-quality service.

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

AspectClient Services AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer associate degreesHigh school diploma or equivalent; technical certifications optional
Work EnvironmentOffice setting, client-facing interactions, account managementCall centers, help desks, online support platforms
Employer & Industry UsageFinancial services, consulting, professional servicesRetail, tech companies, service industries
Common Search & Comparison IntentUnderstanding roles in client relationship managementAssisting customers with issues or inquiries

The main difference is that Client Services Associates focus on managing client accounts and building relationships in professional settings, while Customer Support Specialists primarily handle customer inquiries and technical issues. Both roles require strong communication skills but differ in their scope and work environment.

More about Client Services Associate jobs

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

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

What are popular job titles related to Client Services Associate jobs in Rhode Island?

For Client Services Associate jobs in Rhode Island, the most frequently searched job titles are:

What job categories do people searching Client Services Associate jobs in Rhode Island look for?

The top searched job categories for Client Services Associate jobs in Rhode Island are:

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

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

Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Rhode Island as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 12% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $45,634 per year, or $21.9 per hour.

Client Services Associate (Providence, RI)

Providence, RI • On-site

Oppenheimer & Co. Inc.
See more jobs at Oppenheimer & Co. Inc.external

Full-time

Posted 8 days ago

Job description

Who We Are:

Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.

Job Description

The firm is seeking a Client Service Associate to join our Private Client Division in Providence, Rhode Island. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction. The ideal candidate will have a proactive mindset in order to anticipate business needs and will assume ad hoc responsibility for project-oriented tasks. This role will handle details of a highly confidential and critical nature and collect and prepare information for use in discussions/meetings of executive staff.

Responsibilities

  • Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors
  • Quickly develop knowledge of a variety of forms and account procedures in order to assist clients
  • Learn to utilize research and technical support tools
  • Produce quality analytical reports using various software programs
  • Promote Firm services by enhancing relationships with advisors through timely and accurate responses to questions
  • Act with integrity and respect in all situations
  • Cultivate and grow existing client relationships
  • Assist with marketing efforts and plan client events
  • Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments
  • Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts
  • Local office interaction with other support members, Financial Advisors and Management

Skills/Requirements

  • Willing to obtain FINRA Registrations: SIE, Series 7 and 63/65 (or 66)
  • Bachelor’s preferred
  • 1-2 years financial services/fixed Income experience would be highly beneficial
  • Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and can quickly learn internal software programs
  • Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role
  • Must be able to maintain the highest level of confidentiality
  • Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills
  • Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner
  • Able to meet designated deadlines and work effectively in a pressurized environment under time constraints
  • Demonstrate the ability to handle multiple tasks to completion with little or no supervision