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Wealth Management Client Services Specialist
Job in
Providence, Providence County, Rhode Island, 02912, USA
Listed on 2026-06-03
Listing for:
Beacon Hill
Full Time
position Listed on 2026-06-03
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator -
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
Beacon Hill, located in Providence, Rhode Island, is seeking a Client Services Administrator to support senior investment professionals. This role entails managing client communications, coordinating meetings, and handling service requests with precision.
The ideal candidate will have over 5 years of experience in finance, excellent communication skills, and a collaborative work style. The position offers various benefits including discretionary bonuses and employer retirement contributions.
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