Relationship Manager

Beacon Hill Staffing Group, LLC; Providence (RI); Hybrid; USD 95,000 - 116,000; Full time

Benefits offered by this job

Competitive salary

Discretionary bonus potential

Generous retirement contributions

Paid parking

Flexible hybrid schedule

Collaborative team

Job summary

Beacon Hill Staffing Group, LLC in Providence, RI seeks a Relationship Manager to provide high-level client service and operational support to a senior investment professional and their client base.

Ideal candidates have 3+ years in wealth management or financial services administration, with a white-glove service mindset and strong organizational skills. The role involves coordinating client communications, account maintenance, and collaboration with partners.

Qualifications

• 3+ years in wealth management, investments, or financial services client support.
• Strong client service and relationship-building mindset.
• Ability to manage multiple priorities with exceptional organizational support.
• Experience working with high-net-worth clients and professional advisors preferred.
• Excellent communication and discretion with confidential information.

Responsibilities

• Serve as primary contact for client inquiries and requests.
• Coordinate meetings, correspondence, and relationship management activities.
• Facilitate account openings, transfers, cash movements, and ongoing maintenance.
• Collaborate with attorneys, accountants, and custodians.
• Prepare client reports and materials; support quarterly and annual financial administration processes.
• Maintain accurate records and ensure regulatory and internal procedures compliance.

Skills

Client service

Relationship-building

Organization

Attention to detail

Discretion

Job description

Beacon Hill was founded to set a new standard in search, career placement and flexible staffing.

Relationship Manager to $105K - Join a Premier Wealth Management Team!

Our client, a well-established wealth management firm, is seeking a Relationship Manager to provide high-level client service and operational support to a senior investment professional and their client base. This position plays a critical role in coordinating client communications, managing account administration, and serving as a trusted liaison among clients and their advisors. The ideal candidate brings 3+ years of experience in wealth management, investments, or financial services client support, along with a polished and service-driven approach.

Position Details

Location: Providence, RI

Work Model: Hybrid

Degree: Not Required

Responsibilities

• serving as a primary point of contact for client inquiries and requests
• coordinating meetings, correspondence, and relationship management activities
• facilitating account openings, transfers, cash movements, and ongoing account maintenance
• collaborating with external partners such as attorneys, accountants, and custodians
• preparing client reports, presentation materials, and operational documentation
• supporting quarterly and annual financial administration processes
• maintaining accurate records and ensuring adherence to regulatory and internal procedures

Qualifications

• 3+ years of experience in wealth management, investments, or financial services administration
• strong client service and relationship-building skills with a white-glove mindset
• ability to manage multiple priorities and provide exceptional organizational support
• experience working with high-net-worth clients and professional advisors preferred
• excellent communication skills and strong attention to detail
• proficiency handling confidential information with professionalism and discretion

Benefits

• Enjoy a competitive salary, discretionary bonus potential, generous retirement contributions, paid parking, a flexible hybrid schedule, and the opportunity to work alongside a highly respected and collaborative team.
• Medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility.

Upon successfully being hired, details will be provided related to our benefit offerings.

We look forward to working with you.

Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.

California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

Company Profile

Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.

Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.

Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com.

Benefits Information

Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility.

Employing the Future (TM)