Client Services Associate

OverviewLoring Advisory Group, a founding partner of Kintra Wealth, is a dynamic, multi-faceted wealth management firm based in Greenville, RI. We are seeking a friendly and empathetic new team member who is interested in joining an established but growing firm dedicated to providing exceptional service to our clients. Applicants should possess exemplary interpersonal and organizational skills and display a genuine care for others. The ideal candidate should be intellectually curious, capable of working both independently and as part of a team, and comfortable working in an ambitious, fast-paced environment. You WillProvide client and administrative support to multiple financial advisors including the establishment of new accounts, asset transfers, money movements, and other client directives.Assist firm advisors in preparing for client meetings, provide sales support, and provide timely and thorough feedback related to client requests.Handle phone calls from clients, when appropriate; transfer calls to advisors, when required.Develop and maintain operational processes for our growing organization.We OfferCollaborative and Supportive EnvironmentComprehensive Healthcare & Dental Plan401k Match and Profit-Sharing Plan Company Sponsored Outings and EventsEducation / Tuition Assistance Programs Are You?Committed to the Highest Degree of Personal IntegrityDetail Oriented & Thorough in Written and Verbal CommunicationCapable of Effectively Prioritizing Workload and Meeting DeadlinesAdaptable and Resilient to Changing Needs of Clients and Our TeamFamiliar with Computer Programs, including Microsoft Word, Excel, Outlook If you agree that you have the above qualities, you’ve likely got what we’re looking for. There are no experience or licensing requirements for this role; just a desire to help others and be part of a caring, motivated team. We are dedicated to the training and development of our teammates and eager to grow, both personally and professionally, together. Contact today.