Client Relations Associate

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 operations, 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

Sound like you? Let's talk.

Apply through LinkedIn