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Client Relationship Assistant Jobs in Rhode Island

Van Liew Trust Company

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Client Support Specialist

Providence, RI · On-site

$42K - $50K/yr

... client relationships. * Provide administrative and operational support: Assist the Vice President of Administration and Administrative Specialists with correspondence, client meeting materials ...

New

Van Liew Trust Company

Be Seen First

Client Support Specialist

Providence, RI · On-site

$42K - $50K/yr

... client relationships. * Provide administrative and operational support: Assist the Vice President of Administration and Administrative Specialists with correspondence, client meeting materials ...

New

Van Liew Trust Company

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Executive Assistant - Front Office

Providence, RI · On-site

$42K - $50K/yr

Provide administrative and operational support: Assist the Vice President of Administration and ... Work with client relationship management software, portfolio management systems, Microsoft Office ...

New

Van Liew Trust Company

Be Seen First

Executive Assistant - Front Office

Providence, RI · On-site

$42K - $50K/yr

Provide administrative and operational support: Assist the Vice President of Administration and ... Work with client relationship management software, portfolio management systems, Microsoft Office ...

New

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All JobsClient Relationship JobsClient Relationship Assistant JobsClient Relationship Assistant Jobs in Rhode Island

Client Relationship Assistant information

See Rhode Island salary details

$28.4K

$56.2K

$96K

How much do client relationship assistant jobs pay per year?

As of Aug 22, 2026, the average yearly pay for client relationship assistant in Rhode Island is $56,196.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,600.00 and $63,700.00 per year, depending on experience, location, and employer.

What is a client relationship assistant?

Client Relationship Assistants are professionals who support account managers or client service teams by maintaining strong relationships with clients. They handle daily communications, help resolve client concerns, coordinate meetings, and ensure client needs are met efficiently. Their role is essential in fostering client satisfaction and loyalty, which often leads to repeat business and positive referrals. They may also assist with administrative tasks, updating records, and preparing reports to help the team deliver excellent service.

How does a client relationship assistant typically collaborate with account managers and other departments?

Client Relationship Assistants play a crucial role in supporting account managers by handling routine client communications, scheduling meetings, and ensuring client needs are promptly addressed. They often act as a bridge between clients and various internal teams such as sales, marketing, and customer support, helping to coordinate responses and deliverables. This collaborative approach ensures that clients receive consistent and timely service, while also allowing the assistant to gain exposure to different aspects of the business, which can be valuable for career growth.

What are the key skills and qualifications needed to thrive as a client relationship assistant, and why are they important?

To thrive as a Client Relationship Assistant, you need strong communication skills, attention to detail, and a background in business or customer service, often supported by a relevant diploma or degree. Familiarity with CRM software, office productivity tools, and sometimes experience with data entry systems are typically required. Exceptional interpersonal skills, problem-solving abilities, and a proactive attitude help you build rapport and address client needs effectively. These skills ensure positive client experiences, efficient issue resolution, and ongoing business growth through strong client relationships.

Is customer relationship assistant a stressful job?

A client relationship assistant role can involve handling customer inquiries, resolving issues, and maintaining positive interactions, which may be stressful during busy periods or when managing difficult clients. However, the job typically requires strong communication skills and organization, and stress levels vary depending on workload and work environment.

What does a client relationship assistant do?

A client relationship assistant supports maintaining positive relationships with clients by handling communication, scheduling meetings, and addressing client inquiries. They often use customer relationship management (CRM) software and require strong communication and organizational skills to ensure client satisfaction and retention.

What are the most commonly searched types of Client Relationship jobs in Rhode Island?

The most popular types of Client Relationship jobs in Rhode Island are:

What are popular job titles related to Client Relationship Assistant jobs in Rhode Island?

For Client Relationship Assistant jobs in Rhode Island, the most frequently searched job titles are:

What job categories do people searching Client Relationship Assistant jobs in Rhode Island look for?

The top searched job categories for Client Relationship Assistant jobs in Rhode Island are:

What cities in Rhode Island are hiring for Client Relationship Assistant jobs?

Cities in Rhode Island with the most Client Relationship Assistant job openings:

Client Relationship Assistant jobs near you
Infographic showing various Client Relationship Assistant job openings in Rhode Island as of June 2026, with employment types broken down into 82% Full Time, 15% Part Time, and 3% Contract. Highlights an 72% Physical, 1% Hybrid, and 27% Remote job distribution, with an average salary of $56,196 per year, or $27 per hour.

Client Services Associate (Providence, RI)

Oppenheimer

Providence, RI • On-site

Full-time

Posted 4 days ago

Job description

Who We Are:

Oppenheimer & Co. Inc. (Oppenheimer) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.

Job Description

The firm is seeking a Client Service Associate to join our Private Client Division in Providence, Rhode Island. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction. The ideal candidate will have a proactive mindset in order to anticipate business needs and will assume ad hoc responsibility for project-oriented tasks. This role will handle details of a highly confidential and critical nature and collect and prepare information for use in discussions/meetings of executive staff.

Responsibilities

  • Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors
  • Quickly develop knowledge of a variety of forms and account procedures in order to assist clients
  • Learn to utilize research and technical support tools
  • Produce quality analytical reports using various software programs
  • Promote Firm services by enhancing relationships with advisors through timely and accurate responses to questions
  • Act with integrity and respect in all situations
  • Cultivate and grow existing client relationships
  • Assist with marketing efforts and plan client events
  • Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments
  • Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts
  • Local office interaction with other support members, Financial Advisors and Management

Skills/Requirements

  • Willing to obtain FINRA Registrations: SIE, Series 7 and 63/65 (or 66)
  • Bachelors preferred
  • 1-2 years financial services/fixed Income experience would be highly beneficial
  • Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and can quickly learn internal software programs
  • Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role
  • Must be able to maintain the highest level of confidentiality
  • Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills
  • Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner
  • Able to meet designated deadlines and work effectively in a pressurized environment under time constraints
  • Demonstrate the ability to handle multiple tasks to completion with little or no supervision

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