Senior Client Associate

Senior Client Associate to $105K - Build Trusted Client Relationships!

Our client, a respected advisory firm, is seeking a Senior Client Associate to deliver exceptional service and trusted guidance to high-net-worth clients. This role combines comprehensive trust administration with proactive relationship management, ensuring smooth account operations and personalized support. The ideal candidate brings deep technical knowledge of trusts and estates along with proven success in client-facing roles.

Position Details:

• Location: Boston, MA
• Work Model: Hybrid
• Degree: Preferred
• Responsibilities include managing trust and estate administration activities such as monitoring balances and processing distributions; coordinating account openings, closings, and asset transfers; overseeing client onboarding and ensuring accurate documentation; building and maintaining strong relationships with clients and their external advisors; assisting with investment recommendations and trade execution; supporting gifting activities and preparing related correspondence; maintaining organized client records and ensuring compliance with fiduciary standards; and contributing to team projects and process improvement initiatives.
• The ideal candidate possesses a strong understanding of trust and estate processes and fiduciary principles; exceptional communication skills, both verbal and written, with the ability to build trust and rapport with clients and external advisors; demonstrated ability to manage multiple priorities accurately while adapting to shifting demands; professional discretion in handling confidential matters; a proactive and collaborative mindset with internal motivation; strong organizational skills and attention to detail; and proficiency in financial systems and standard office tools.

Enjoy excellent work-life balance with hybrid flexibility, strong benefits, and a supportive team culture!

Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.

California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: https://jobs.beaconhillstaffing.com/eeoc/

Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.

Company Profile:

Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.

Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.

Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com.

Benefits Information:

Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.

We look forward to working with you.

Beacon Hill. Employing the Future (TM)