Wealth Relationship Manager (Hybrid) - High-Touch Client Service

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 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.