Client Relationship Manager
About the Role
Global Advisers is seeking a Client Relationship Manager in Providence, RI to manage the service and relationship experience for assigned clients, ensuring priorities are understood, commitments are tracked, and the firm's investment and planning resources are coordinated effectively. The role is designed for professionals who can exercise sound judgment, work collaboratively, and maintain high standards of accuracy, client service, and professional conduct.
Responsibilities
- Serve as a primary relationship and service contact for assigned clients.
- Prepare for client reviews, track action items, and coordinate follow-through across the firm.
- Anticipate service needs and resolve issues promptly with appropriate escalation.
- Coordinate with advisors, investment professionals, operations, compliance, and external professionals.
- Maintain accurate CRM records, documentation, and service workflows.
- Identify opportunities to deepen relationships when additional firm capabilities are relevant.
Qualifications
- Bachelor's degree or equivalent professional experience.
- Three or more years of wealth management, client service, relationship management, banking, or professional-services experience.
- Strong communication, organization, and problem-resolution skills.
- Ability to manage multiple client relationships and sensitive information.
- High standards for responsiveness, accuracy, and professional judgment.
Preferred Qualifications
- Series 65 or financial-services licensing where relevant.
- Experience with high-net-worth client service and CRM platforms.
Skills for This Role
Client Relationship Management, Client Service, Client Review Meetings, CRM Management, Service Request Resolution, Client Retention, Cross-Functional Coordination
How We Evaluate Candidates
Global Advisers operates as a meritocracy. We evaluate candidates against the requirements of the role, demonstrated capability, judgment, initiative, professionalism, and the quality of their work.
Employment Notices
Equal Employment Opportunity
Global Advisers provides equal employment opportunity to qualified applicants and employees without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, military or veteran status, or any other characteristic protected by applicable federal, state, or local law. Employment decisions are based on merit, qualifications, performance, and legitimate business needs. Global Advisers does not tolerate unlawful discrimination, harassment, or retaliation.
Reasonable Accommodation
Global Advisers is committed to providing reasonable accommodation to qualified applicants with disabilities during the recruiting and application process. If you need an accommodation to apply for a role, contact careers@globaladvisers.com. Requests for accommodation are considered in accordance with applicable law.
Employment Information
Role requirements, compensation, benefits, work arrangements, licensing requirements, and employment eligibility are position-specific and subject to applicable law. Any background, credential, or licensing review is conducted only as appropriate for the role and in accordance with applicable federal, state, and local requirements.