Relationship Manager

About the role

Our client, a well-established wealth management firm located in Providence, RI, 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 role follows a hybrid work model.

Responsibilities

• Serve as primary point of contact for client inquiries and requests
• Coordinate meetings, correspondence, and relationship management activities
• Facilitate account openings, transfers, cash movements, and ongoing account maintenance
• Collaborate with external partners such as attorneys, accountants, and custodians
• Prepare client reports, presentation materials, and operational documentation
• Support quarterly and annual financial administration processes
• Maintain accurate records and ensure adherence to regulatory and internal procedures

Requirements

• 3+ years of experience in wealth management, investments, or financial services client support/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

Pay

Base salary up to $105K

Benefits

• Discretionary bonus potential
• Generous retirement contributions
• Paid parking
• Flexible hybrid schedule
• Medical, dental, and vision coverage
• Federal and state leave programs as applicable
• Opportunity to work alongside a highly respected and collaborative team

Schedule

Hybrid work model