Jobs and Careers

Client Service Associate/Receptionist

Providence, United Statesfull_timeVerifiedPosted 18 Mar 2025

💰 $59,700/yr($44,800/yr – $59,700/yr)

About the role

Client Service Associate/Receptionist (Providence, RI) At Edelman Financial Engines (EFE), we believe everyone deserves to move their financial life forward!We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with compassion, integrity, and invention. We uphold that same standard of respect and dedication for clients and colleagues alike. Founded on the idea that financial education is a fundamental right for everyone, Edelman Financial Engines continues to grow and challenge the status quo. We’re moving forward, together. If our passionate dedication inspires you, we invite you to consider joining our team. As a Client Service Associate on the Retirement Services team, you’ll play a pivotal role by performing customer service and receptionist functions in our Providence, Rhode Island Office. As the first point of contact for our business, you will play a crucial role in creating a welcoming atmosphere for clients, manage administrative tasks and support our wealth planner, and other senior members of our team. In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team’s existing talents. For this Client Service Associate role, we are seeking a candidate with proven customer service, reception and administration experience. If you are an individual with strong organizational and communication skills who can work in a team environment with excellent interpersonal skills this may be the opportunity for you! Responsibilities:

Greet and welcome clients and visitors with professionalism and warmth.
Answer and direct phone calls, take messages, and handle inquiries.
Schedule and confirm client appointments for wealth planners.
Maintain a tidy and organized reception area and conference rooms.
Assist with administrative tasks such as filing, data entry, and document preparation.
Manage incoming and outgoing mail, packages, and correspondence.
Ensure client confidentiality and compliance with firm policies.
Provide light support with office supplies, event coordination, and special projects.
Handle and track distributions/loan transactions.
Monitor incoming Service-related email

Requirements:

Previous experience in a receptionist or administrative role, preferably in a financial or professional services setting.
Knowledge in the Retirement Planning Services Industry
Excellent communication and interpersonal skills.
Strong organizational abilities and attention to detail.
Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and office management software.
Ability to multitask and prioritize tasks in a fast-paced environment.
Professional demeanor and ability to maintain confidentiality.

Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $44,800 - $59,700. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions. Your recruiter can share more about the specific benefits eligible for this role during the hiring process. About Edelman Financial Engines Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisory firm, recognized by Barron's 1 with 143+ offices across the country and entrusted by 1.3 million clients to manage more than $300 billion in assets 2 Our unique approach to serving clients combines our advanced methodology and proprietar