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Relationship Manager to $90K – Great Team Environment!
Our client, a wealth management firm, is seeking a Relationship Manager to play a central role in supporting and enhancing client engagement. In this role, you will help coordinate client communications and support day-to-day operations. The ideal candidate brings 1+ years of experience in financial services and a client-first mindset.
Position Details:
- Location: Providence, RI
- Work Model: Hybrid
- Degree: Not Required
- Responsibilities include supporting multiple senior advisors with day-to-day client service and administrative needs; coordinating meetings, calls, and client communications; preparing materials and tracking client activity; processing client requests such as account updates, transfers, and documentation; maintaining organized records and systems; assisting with reporting and operational workflows; and providing general support across the team as needed.
- The ideal candidate possesses 1+ years of administrative or client support experience within wealth management, financial services, or a related industry; strong organizational and multitasking skills; flexibility and willingness to take on a variety of tasks; and excellent communication skills.
This is a great opportunity to join a collaborative team offering strong compensation, a discretionary bonus, excellent retirement contributions, and paid parking!
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