About this opportunity
NextPhase Search, INC. lists this Senior Client Service Associate opportunity in waltham, Massachusetts. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Senior Client Service Associate, Waltham MA |Hybrid (3 Days In Office)
Our client is a well-established independent wealth management firm in the greater Boston area, advising ultra-high-net-worth families, foundations, and endowments across a sophisticated platform that integrates investment management, portfolio administration, reporting, and family advisory services. They are seeking a driven, client-focused professional to join a small, collaborative Client Service team where values, work ethic, and genuine enthusiasm for client relationships matter as much as credentials.
This is a high-ownership role with direct client interaction from day one. You will serve as a primary point of contact for ultra-high-net-worth clients, working alongside three Client Service colleagues and partnering closely with the Investment and Operations teams. The firm is looking for someone with real ambition and a clear vision of growing into a Relationship Manager over time.
What You Will Do
Own day-to-day communication with a book of ultra-high-net-worth clients, fielding inquiries and service requests while maintaining seamless coordination with their attorneys, accountants, and other advisors
Build and deliver polished portfolio reports and client presentation materials, drawing on Addepar and internal reporting tools to turn data into clear, actionable insight
Keep a close eye on portfolio positioning, cash levels, and liquidity needs, flagging anything that requires attention
Execute cash transactions including wires and account-level movements accurately and on time
Shepherd new clients through onboarding from start to finish, including account setup, documentation, and coordinating asset transfers with custodians and outside parties
Prepare for and participate in quarterly client meetings, handling logistics, materials, and follow-through
Work side by side with the Investment team on portfolio implementation and related reporting
Help clients navigate tax season by tracking K-1s, collecting tax documents, and staying in close contact with their accountants
Roll up your sleeves on team projects and special initiatives from the moment you arrive
What They Are Looking For
3 to 5 years of experience in an RIA, multi-family office, private bank, or institutional investment environment
A track record of supporting ultra-high-net-worth clients and working alongside their attorneys, accountants, and trustees
Hands-on familiarity with Addepar or a comparable portfolio reporting platform strongly preferred
Solid grasp of portfolio construction, asset allocation, and investment vehicles across the spectrum, including private equity, hedge funds, and real assets
Comfort with the operational side: account opening, wires, transfers, and alternative investment subscriptions
Series 65 in hand or actively working toward it, with longer-term interest in CFP or CFA credentials
Strong proficiency in Microsoft Office, particularly Excel, PowerPoint, and Word
Someone who communicates clearly, operates with integrity, works hard, and genuinely loves working with clients
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Worksite address
waltham, MA, 02254, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.