Client Relations Manager

Compensation: $60,000-$84,000 base + performance bonus + health insurance stipend We are hiring a Client Relations Associate on behalf of our client - a confidential, fast-growing RIA/IMO firm based in Greater Boston, MA . This is not your average ops role. This firm has grown from $14M to $160M+ in assets in just three years, and they are not slowing down. They have built a fully virtual, tech-driven practice that runs on systems, not guesswork - and they need someone sharp, organized, and hungry to grow alongside them. If you are detail-oriented, love a fast-moving environment, and want to be mentored by one of the most operationally savvy founders in the business - read on. Why This Role? Work directly with the founder directly Join at a pivotal growth moment - this firm is on track to hit $100M+ in new assets this year alone Be trained on every aspect of financial services operations with a clear path toward a future Chief Operations Officer role. Work within a fully systematized environment - video guides, AI-powered task systems, and proven workflows make your job learnable from day one Performance bonuses tied to company growth - when the firm wins, you win What You Will Do Manage daily portal checks across client onboarding, annuity business, and asset transfer tracking Execute task queues generated from advisor meetings - keeping everything moving without being asked twice Prepare meeting materials, case reviews, and client files for a high-volume advisor calendar (6-9 meetings per day) Support client onboarding from application through completion Coordinate across a small, high-performing team of advisors to keep operations running smoothly What You Bring 1.5+ years of experience in a financial services, client service, or administrative support role Background from an RIA, insurance firm, or independent advisory practice (preferred) Comfort with technology-driven workflows and the ability to figure things out independently Strong organizational skills and the ability to manage multiple moving pieces without losing the thread A growth mindset - you are not looking to stay in one lane forever Local to Greater Boston and ready to be in the office with flexibility when needed. What We Offer $60,000-$85,000 base salary, depending on experience $15,000-$75,000 annual performance bonus tied to firm growth Health insurance stipend (~80% of premium covered) Flexible, discretionary PTO - the team operates on trust, not a counter Direct mentorship from a founder with decades of advisory, recruiting, and business-building experience A real path to COO - this is the ground floor of something big #J-18808-Ljbffr