Client Services Associate

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 #J-18808-Ljbffr NextPhase Search