Senior Client Relationship Associate

Senior Client Relationship Associate

Location: Boston, MA

Schedule: Monday – Friday (In-Office)

Salary: $120k - $125k

A leading, independent investment management firm is seeking a Senior Client Relationship Associate (Private Wealth) to support high net worth individuals and multi-generational family office clients. This role is focused on delivering a white-glove client experience, managing complex account structures, and partnering closely with internal advisors and external stakeholders. This is a client-facing service role (non-advisory) offering exposure to sophisticated client needs, including trusts, foundations, and family office structures.

Responsibilities

• Client Relationship Support: Serve as a primary point of contact for high-net-worth clients and family office relationships, handling inquiries with a high level of professionalism and discretion
• Account Administration: Manage all aspects of account lifecycle, including onboarding, maintenance, transactions, and cash activity across complex client structures
• Client Meeting Support: Coordinate and participate in client meetings, prepare materials, track follow-ups, and ensure seamless execution of deliverables
• Cross-Functional Coordination: Partner with portfolio managers, tax advisors, estate attorneys, and other external professionals to support client needs across trusts, foundations, and LLCs
• Reporting & Analysis: Prepare customized client reports, analyses, and presentations; support ad hoc client requests with tailored financial information
• Cash Management & Operations: Oversee cash processing, money movement, and account-level activity with a high degree of accuracy and attention to detail
• Client Communications: Draft polished client correspondence, including letters, reports, and other deliverables

Qualifications

• Bachelor’s degree required
• CTFA (Certified Trust and Fiduciary Advisor) or similar credential strongly preferred.
• 10 years of experience in private wealth management, family office, or high-touch client service roles
• Strong understanding of trusts, fiduciary accounts, and complex wealth structures (e.g., foundations, LLCs)
• Advanced Excel and experience with reporting tools and account management systems
• Exceptional attention to detail and organizational skills
• Strong communication and interpersonal abilities
• High level of discretion and professionalism
• Ability to manage multiple priorities in a fast-paced environment
• Client-first mindset with a proactive approach to service

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