Client Services Associate
GemHarvest Executive Recruiting
Washington County, RI · $65k–$85k a year · Posted November 7, 2026
Just laid off? Start here: a plan for the first weeks
See every open role at GemHarvest Executive Recruiting
More in Rhode Island job market · All Client Services Associate jobs (80) · Financial Services & Banking · Customer Success jobs
Similar jobs
- Relationship Manager (Commercial Lending) · New OMNI Bank, National Association · Irvine, CA
- Relationship Manager · Modwm · Boise, ID
- Licensed Relationship Manager · Hudson Valley Credit Union · Kingston, NY
- Partner Relationship Manager · Repay Holdings · Atlanta, GA
- Senior Relationship Manager · Repay Holdings · Atlanta, GA
- VP, Relationship Manager · Enterprise Bank & Trust · St. Peters, MO
Customer Success jobs in the rankings
Rankings about customer success jobs
- Best cities for customer success jobs #1 New York (367 openings)
- Employers with the most customer success jobs #1 Gallagher (167 roles)
Customer Success jobs · Top Customer Success employers · All rankings
How AI is used in this kind of work
Among securities, commodities, and financial services sales agents, AI is already used for a large share of the tasks. Measured exposure for securities, commodities, and financial services sales agents: 44% (high).
Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.
About the job
... Client Service Associate Boutique Wealth Management Firm Rhode Island / Southeastern CT
Overview Boutique Independent RIA serving high net worth clientele seeks a Client Service Associate to support Private Wealth Clients and Advisors by taking initiative...