Relationship Manager

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

Benefits offered by this job

Paid parking

Flexible hybrid schedule

Generous retirement contributions

Job summary

Beacon Hill seeks a Relationship Manager in Providence, RI to provide high-level client service and support to a senior investment professional and their client base. This role coordinates client communications, manages account administration, and acts as a trusted liaison among clients and advisors.

Candidates should have 3+ years in wealth management or financial services with a polished, service-driven approach.

Qualifications

• 3+ years of experience in wealth management, investments, or financial services client support.
• Polished, service-driven approach and professional demeanor.
• Strong communication and interpersonal skills with high attention to detail.

Responsibilities

• Serve as primary contact for client inquiries and requests.
• Coordinate meetings, correspondence, and relationship activities.
• Facilitate account openings, transfers and cash movements.
• Collaborate with attorneys, accountants, and custodians.
• Prepare client reports and operational documentation.
• Support quarterly and annual financial administration processes.
• Maintain accurate records and regulatory compliance.

Skills

Wealth management

Client service

Relationship management

Multitasking

High-net-worth clients

Discretion and confidentiality

Job description

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.

• Location: Providence, RI
• Work Model: Hybrid
• Degree: Not Required
• Responsibilities include 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.
• The ideal candidate possesses 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.

• 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.

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.

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

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