Client Services Associate
NextPhase Search
Client Service Associate / Registered Client Service Associate , Boutique Wealth Management Firm | Waltham, MA
About the Company: Our client is a well-established and growing boutique wealth management firm based in Waltham, MA, advising multiple billions in client capital across all asset classes and serving ultra-high-net-worth families, foundations, and endowments. This firm has built something genuinely different: a collaborative, team-first environment where newer employees consistently describe the culture as truly family-like—not just in name. Leadership is deeply invested in mentorship and professional development, and employees are encouraged to contribute ideas and improve processes. Flexible hours, a hybrid schedule, and four Summer Fridays reflect a real commitment to work/life balance.
About the role: This is an opportunity for a Client Service Associate or Registered Client Services Associate to join their close-knit, high-performing team. This is a hands-on, client-facing role at the center of day-to-day portfolio administration, reporting, and relationship support—with direct exposure to both the Investments and Operations teams and a clear path for growth from Client Service Associate → Senior Client Associate → Vice President → Relationship Management.
RESPONSIBILITIES
- Prepare client presentation packages and performance reporting
- Monitor asset allocation and liquidity requirements
- Proactively manage client relationships and develop process enhancements
- Participate in client meetings in person and virtually on a quarterly basis
- Facilitate money movements and wire transfers for client accounts
- Utilize Addepar (firm's reporting platform) to view portfolio data, asset allocation, and transactions, and generate reports for clients and internal use
- Onboard new clients and coordinate asset transfers with third parties
- Collaborate with the client service team on ad hoc requests and projects
- Work with the investment team on portfolio construction and monitoring
- Assist with tax information research, K-1 tracking, and distribution to clients and their accountants
QUALIFICATIONS
- Bachelor's degree with strong academic record
- 2–3 years of client service experience in a wealth management, multi-family office, or institutional investment setting (THIS IS REQUIRED)
- Addepar experience a plus; training will be provided
- Experience with new accounts, wires, and alternative investment subscriptions
- Familiarity with portfolio construction and alternative investments (private equity, real estate, hedge funds)
- Strong Excel and MicrosoftOffice skills
- Excellent written and verbal communication; polished, professional, and relationship-oriented
- Highly organized with strong attention to detail and ability to multitask
- Series 7 license is a plus, willingness and ability to acquire the Series 7 on the job is required
Vacancy posted 13 hours ago
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