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Senior Client Associate Jobs in Boston, MA (NOW HIRING)

NextPhase Search

Client Services Associate

Waltham, MA · On-site

... Senior Client Associate → Vice President → Relationship Management. RESPONSIBILITIES Prepare client presentation packages and performance reportingMonitor asset allocation and liquidity ...

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UBS

Client Associate

Boston, MA · On-site

... senior client service associates, and UBS resources to address client needs. Team & Advisor Support • Provide administrative and operational support across the team. • Coordinate client meetings ...

Catalant

Senior Client Partner, Healthcare

Boston, MA · On-site

$250K - $350K/yr

Senior Client Partner As a Senior Client Partner, you will be an integral part of the growth within ... Work closely with Associates to match expert talent to project needs. * For strategic projects ...

Catalant

Senior Client Partner, Healthcare

Boston, MA · On-site

$300K - $350K/yr

Work closely with Associates to match expert talent to project needs. * For strategic projects ... Senior Client Partner role which consists of a base salary & variable compensation. Variable ...

Atlantic Group

Client Service Associate

Boston, MA · On-site

$65K/yr

... senior client service team members. The ideal candidate will bring strong analytical skills ... Responsibilities as the Client Service Associate: * Client Support: Assist with client account ...

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Senior Client Associate information

See Boston, MA salary details

$31.5K

$80.6K

$144.5K

How much do senior client associate jobs pay per year?

As of Sep 15, 2026, the average yearly pay for senior client associate in Boston, MA is $80,605.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,300.00 and $103,200.00 per year, depending on experience, location, and employer.

What is a senior client associate?

A Senior Client Associate is a professional who supports client relations, manages account activities, and ensures exceptional service delivery. They often work in finance, consulting, or professional services, assisting with client inquiries, preparing reports, and coordinating projects. With a strong focus on relationship management, they help maintain and grow client accounts while collaborating with internal teams. Strong communication, problem-solving, and organizational skills are essential for success in this role.

What are the common responsibilities of a senior client associate on a day-to-day basis?

As a Senior Client Associate, your daily responsibilities typically include managing client accounts, responding to client inquiries, coordinating with internal teams to ensure seamless service delivery, and handling transactions or documentation. You may be responsible for preparing reports, supporting client onboarding processes, and identifying opportunities to enhance client satisfaction. Collaboration with financial advisors, operations staff, or other associates is common, allowing you to play a key role in delivering a high-quality client experience. This role often involves juggling multiple priorities and maintaining strong organizational skills to meet client and business goals.

What are the key skills and qualifications needed to thrive in the senior client associate position, and why are they important?

To thrive as a Senior Client Associate, you need expertise in client relationship management, account servicing, and financial or professional services experience, often supported by a relevant degree. Familiarity with CRM software, portfolio management tools, and industry-specific regulatory platforms is typically required. Excellent communication, attention to detail, and problem-solving abilities are highly valued soft skills for this role. These competencies are crucial for building client trust, efficiently managing complex client needs, and contributing to overall team success.

What are popular job titles related to Senior Client Associate jobs in Boston, MA?

For Senior Client Associate jobs in Boston, MA, the most frequently searched job titles are:

What job categories do people searching Senior Client Associate jobs in Boston, MA look for?

The top searched job categories for Senior Client Associate jobs in Boston, MA are:

What cities near Boston, MA are hiring for Senior Client Associate jobs?

Cities near Boston, MA with the most Senior Client Associate job openings:

Senior Client Associate jobs near you
Infographic showing various Senior Client Associate job openings in Boston, MA as of September 2026, with employment types broken down into 85% Full Time, 9% Part Time, and 6% Contract. Highlights an 62% Physical, 2% Hybrid, and 36% Remote job distribution, with an average salary of $80,605 per year, or $38.8 per hour.

Client Services Associate

Waltham, MA • On-site

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Posted 2 days ago

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Job description

Client Service Associate/ Registered Client Service Associate, Boutique Wealth Management Firm | Waltham, MA
About the Company: Our client is a well-established and growing boutique wealth management firm based in Waltham, MA, advising multiple billions in client capital across all asset classes and serving ultra-high-net-worth families, foundations, and endowments. This firm has built something genuinely different: a collaborative, team-first environment where newer employees consistently describe the culture as truly family-like—not just in name. Leadership is deeply invested in mentorship and professional development, and employees are encouraged to contribute ideas and improve processes. Flexible hours, a hybrid schedule, and four Summer Fridays reflect a real commitment to work/life balance.
About the role: This is an opportunity for a Client Service Associate or Registered Client Services Associate to join their close-knit, high-performing team. This is a hands-on, client-facing role at the center of day-to-day portfolio administration, reporting, and relationship support—with direct exposure to both the Investments and Operations teams and a clear path for growth from Client Service Associate → Senior Client Associate → Vice President → Relationship Management.
RESPONSIBILITIES
Prepare client presentation packages and performance reportingMonitor asset allocation and liquidity requirementsProactively manage client relationships and develop process enhancementsParticipate in client meetings in person and virtually on a quarterly basisFacilitate money movements and wire transfers for client accountsUtilize Addepar (firm's reporting platform) to view portfolio data, asset allocation, and transactions, and generate reports for clients and internal useOnboard new clients and coordinate asset transfers with third partiesCollaborate with the client service team on ad hoc requests and projectsWork with the investment team on portfolio construction and monitoringAssist with tax information research, K-1 tracking, and distribution to clients and their accountants
QUALIFICATIONS
Bachelor's degree with strong academic record2–3 years of client service experience in a wealth management, multi-family office, or institutional investment setting (THIS IS REQUIRED)Addepar experience a plus; training will be providedExperience with new accounts, wires, and alternative investment subscriptionsFamiliarity with portfolio construction and alternative investments (private equity, real estate, hedge funds)Strong Excel and MicrosoftOffice skillsExcellent written and verbal communication; polished, professional, and relationship-orientedHighly organized with strong attention to detail and ability to multitaskSeries 7 license is a plus, willingness and ability to acquire the Series 7 on the job is required

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