Senior Client Relationship Associate

Senior Client Relationship AssociateLocation: Boston, MASchedule: Monday - Friday (In-Office)Salary: $120k - $125kA 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.ResponsibilitiesClient 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 discretionAccount Administration: Manage all aspects of account lifecycle, including onboarding, maintenance, transactions, and cash activity across complex client structuresClient Meeting Support: Coordinate and participate in client meetings, prepare materials, track follow-ups, and ensure seamless execution of deliverablesCross-Functional Coordination: Partner with portfolio managers, tax advisors, estate attorneys, and other external professionals to support client needs across trusts, foundations, and LLCsReporting & Analysis: Prepare customized client reports, analyses, and presentations; support ad hoc client requests with tailored financial informationCash Management & Operations: Oversee cash processing, money movement, and account-level activity with a high degree of accuracy and attention to detailClient Communications: Draft polished client correspondence, including letters, reports, and other deliverablesQualificationsBachelor's degree requiredCTFA (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 rolesStrong understanding of trusts, fiduciary accounts, and complex wealth structures (e.g., foundations, LLCs)Advanced Excel and experience with reporting tools and account management systemsExceptional 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 48708

Created: 2026-05-09