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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