Client Specialist

About the Job

Russell Tobin is seeking a professional and organized Client Coordinator to support a leading financial services organization. This role will provide front-desk, phone, and general administrative support while assisting advisors and the Interim Operations Leader with branch operations, events, and special projects. The ideal candidate is friendly, dependable, detail-oriented, and comfortable working in a professional financial services environment.

📍 On-site | Providence, RI

📅 12-Week Contract | 30 Hours/Week

💲 $20.00–$23.00/hour

Key Responsibilities

• Cover phones and front-desk operations, providing professional support to clients, visitors, and employees
• Handle incoming and outgoing mail and maintain accurate mail and check logs
• Order office supplies, stationery, licensing materials, and other necessary resources
• Prepare and track expense reports and related administrative documentation
• Support advisors with basic administrative tasks as needed
• Support the Interim Operations Leader with branch event planning and execution
• Contribute to OAR projects and other branch initiatives
• Assist with branch meetings, including confirming wholesalers, ordering lunch, and taking attendance
• Handle and distribute incoming mail and other branch correspondence
• Assist with branch advertising and promotional activities
• Coordinate invitations for regional webinars and other branch communications
• Assist with day-to-day branch operational and administrative needs
• Maintain an organized and professional office environment
• Perform additional administrative duties and special projects as assigned

Qualifications

• Previous experience in reception, administrative support, customer service, or office operations preferred
• Strong verbal and written communication skills
• Professional, friendly, and customer-focused attitude
• Strong organizational skills and attention to detail
• Ability to multitask and prioritize responsibilities effectively
• Comfortable handling phones, front-desk responsibilities, mail, and administrative tasks
• Basic proficiency with Microsoft Office and computer systems
• Ability to work independently and as part of a team
• Reliable and professional with a strong work ethic
• Previous experience in a financial services or corporate environment is a plus

If you are looking for an opportunity to gain experience supporting branch operations and financial services professionals, we encourage you to apply!

What We Offer

Pride Global offers eligible employees a comprehensive benefits package, including:

• Medical, dental, and vision coverage
• Supplemental insurance (accident, critical illness, and hospital indemnity)
• 401(k) retirement savings plan
• Life and disability insurance
• Employee Assistance Program (EAP)
• Legal support services
• Auto, home, and pet insurance options
• Employee discounts with preferred vendors

More about us:

Equal Employment Opportunity

Russell Tobin is an equal opportunity employer. We do not discriminate on the basis of the race, religious creed, color, national origin, ancestry, physical disability, mental disability, reproductive health decision making, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran or military status, or any other characteristic protected by applicable federal, state, or local law.

Fair Chance Employment

Russell Tobin is a Fair Chance employer. We consider all qualified applicants, including those with criminal histories, in a manner consistent with applicable state and local Fair Chance laws and ordinances, including, the California Fair Chance Act and all applicable local Fair Chance ordinances.

Accommodations

We are committed to providing reasonable accommodations to applicants and employees with disabilities. If you require a reasonable accommodation to participate in the application or interview process, or to perform the essential functions of this role, please contact us.

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