3 service associate jobs found

Washington Trust has an opportunity for a highly motivated Wealth Associate to join our Wealth Management Administration team. The Wealth Associate will work closely with wealth management professionals and administrative staff to provide operational, client service, and account administration support. The Associate is responsible for coordinating administrative processes, maintaining account documentation, supporting client onboarding and servicing activities, and ensuring the timely and accurate execution of operational workflows. This is an excellent opportunity for someone with 5+ years of experience in wealth management, financial services operations, or client administration who is looking to broaden their knowledge of wealth management practices and client service delivery. This position is part of a career progression track and offers opportunities to develop expertise in fiduciary services, wealth planning, client relationship management, and other areas of wealth...

Technology Business Partner & Delivery Manager Washington Trust is seeking a Technology Business Partner & Delivery Manager to serve as the key link between business lines and IT Services, helping drive technology-enabled business transformation across the Bank. This role combines business analysis, project management, process improvement, Agile delivery, and AI enablement to deliver solutions that improve efficiency, enhance reporting, and create measurable business value.   Responsibilities Partner with business leaders to identify technology opportunities and solve business challenges. Lead technology initiatives from intake through implementation. Gather requirements, document business processes, and support solution design. Facilitate Agile ceremonies and manage backlogs, user stories, and project priorities. Support AI, automation, data, reporting, and modernization initiatives. Collaborate with software development, integration, data,...

Wealth Advisor Washington Trust Wealth Management is seeking a client-focused and relationship-driven Wealth Advisor to provide comprehensive advisory services to high-net-worth individuals and families. This role is centered on helping clients achieve their financial goals through holistic advice, thoughtful planning, and ongoing guidance. The ideal candidate holds a Certified Financial Planner (CFP®) designation or Certified Trust and Fiduciary Advisor (CTFA) credential and brings a strong commitment to fiduciary responsibility and client service excellence.   Key Responsibilities Build and maintain long-term, trusted relationships with clients by delivering personalized, goals-based financial advice Develop and implement comprehensive financial plans, including retirement, estate, tax, insurance, and wealth transfer strategies Conduct regular client reviews and proactively adjust plans based on life events, market changes, and evolving goals Serve as the...