Client Services Specialist

Job overview

The Client Services Specialist role is 100% in person in Cranston, RI, and part-time, with the possibility of moving to full-time. The posting lists a pay rate of $29–$31 per hour. The position supports a small financial planning office and its financial advisors. The specialist provides administrative and client-service support, maintains client records, helps resolve service issues, and assists with account processing. The work helps advisors prepare for client meetings and maintain accurate account and compliance records.

What you'll do

• Review and prepare documents and update client information for review meetings
• manage and resolve client service problems
• maintain the client management system
• contact clients or prospects to arrange appointments
• assist with events, seminars, and mailings
• coordinate account setup with the home office
• provide allowable account servicing information
• maintain files under records-retention policy.

What we're looking for

Skills & competencies

client services specialist

financial planning

client service

administrative support

investment management

cranston ri

ameriprise financial

part-time

in-person

flexible schedule

$29–$31/hour

Work arrangement

• Weekend coverage required

Benefits & perks

• Opportunity to move to full-time
• flexible schedule
• advancement opportunities.

Why this role

Part-time, fully in-person role with a stated opportunity to move to full-time; application requires a cover letter addressing specified topics.

About the employer

Ameriprise Financial is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.