Wealth Relationship Manager — Hybrid, High-Touch Service

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

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.