Client Services Administrator

Client Services Administrator to $105K - Supportive Culture, Meaningful Work!

Our client, a boutique wealth management firm, is seeking a Client Services Administrator to become a key point of support for senior investment professionals and their client relationships. This role focuses on managing client communications, coordinating meetings and reporting, and ensuring requests are handled with accuracy, discretion, and a premium level of care. The ideal candidate brings 5 years of administrative experience within financial services.

Position Details:

• Location: Providence, RI
• Work Model: Hybrid
• Degree: Not Required
• Responsibilities include supporting multiple senior investment professionals with day‑to‑day administrative and client service needs; acting as a primary point of contact for client communications via phone and email; preparing meeting materials, reports, and tracking lists for client engagements; processing client service requests such as account maintenance, transfers, wires, bill payments, and documentation; coordinating with custodians and external partners including accountants and attorneys; maintaining accurate records within portfolio and document management systems; assisting with quarterly and annual reporting, fee processing, and tax-related workflows; monitoring account activity and escalating discrepancies as needed; and contributing to special projects and operational initiatives.
• The ideal candidate possesses 5 years of experience providing administrative or client service support in wealth management, finance, or a closely related industry; a high‑touch, white‑glove service mentality with excellent written and verbal communication skills; strong organizational skills and attention to detail when managing multiple priorities; comfort handling sensitive and confidential information with discretion; and a collaborative, warm, and professional work style aligned with a close‑knit office environment.

This role offers discretionary bonus potential, employer retirement contributions, paid parking, and the opportunity to join a stable team known for its supportive culture!

Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.

California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: https://jobs.beaconhillstaffing.com/eeoc/

Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.

Company Profile:

Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.

Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.

Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com.

Benefits Information:

Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.

We look forward to working with you.

Beacon Hill. Employing the Future (TM)