Client Service Associate

Masis Professional Group; Boston (MA); Hybrid; USD 90,000 - 140,000; Full time

Benefits offered by this job

Competitive compensation package

Bonus potential

Opportunity to join a high-performing team

Job summary

A financial services organization is seeking an experienced Senior Client Service Associate to support complex client portfolios. This hybrid role requires strong investment operations knowledge and includes responsibilities such as client onboarding, portfolio transactions, and daily inquiries. Ideal candidates will have a Series 65 or equivalent and 5-12+ years of experience in financial services. This position offers competitive compensation, a bonus potential, and the opportunity to join a collaborative team.

Qualifications

• Series 65 required or equivalent registration (Series 6/63 acceptable).
• 5–12+ years of relevant experience within financial services operations.
• Prior experience supporting high-net-worth client relationships strongly preferred.

Responsibilities

• Support client onboarding and ongoing account maintenance activities.
• Execute and monitor portfolio transactions, including capital calls and money movement.
• Assist with portfolio review preparation and related reporting materials.

Skills

Investment operations knowledge

Attention to detail

Verbal communication skills

Written communication skills

Ability to manage multiple priorities

Education

Series 65 or equivalent registration

5–12+ years of experience in financial services operations

Tools

Major custodial platforms

Job description

Senior Client Service Associate – Wealth Management Operations (Family Office)

Work Arrangement: Hybrid (4 days in office)

Compensation: $90,000–$140,000 base salary + bonus

Overview

A well‑established financial services organization is seeking an experienced Senior Associate to support the operational and administrative needs of complex client portfolios. This role is ideal for a seasoned professional who brings strong investment operations knowledge and enjoys working behind the scenes to ensure accuracy, efficiency, and exceptional service delivery.

Responsibilities

• Support client onboarding and ongoing account maintenance activities
• Execute and monitor portfolio transactions, including capital calls, distributions, and money movement
• Assist with portfolio review preparation and related reporting materials
• Address daily portfolio‑and‑account-related inquiries from internal stakeholders
• Process documentation related to investment activity, account changes, and regulatory requirements
• Maintain accurate records across internal systems and workflows
• Coordinate with internal teams to ensure timely and precise execution of client‑related requests
• Participate in process improvements and special projects as needed

Requirements

• Series 65 required or equivalent registration (Series 6/63 acceptable)
• 5–12+ years of relevant experience within financial services operations
• Prior experience supporting high‑net‑worth client relationships strongly preferred
• Solid understanding of investment operations and portfolio administration
• Familiarity with major custodial platforms a plus
• Strong attention to detail and ability to manage multiple priorities
• Clear and professional written and verbal communication skills
• Reliable, proactive, and comfortable working in a fast‑paced environment
• Hybrid work schedule with a strong in‑office presence
• Competitive compensation package with bonus potential
• Opportunity to join a stable, collaborative, and high‑performing team