Client Services Associate

NextPhase Search; Waltham (MA); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Hybrid schedule

Summer Fridays

Mentorship program

Job summary

NextPhase Search seeks a Client Service Associate/Registered Client Service Associate for a boutique wealth management firm in Waltham, MA. The role centers on day-to-day portfolio administration, reporting, and client relationship support, with exposure to Investments and Operations teams and a clear growth path.

The position offers flexible hours and a hybrid schedule, with a commitment to mentorship and professional development, plus opportunities to advance to senior roles and VP-level

Qualifications

• Bachelor's degree with strong academic record.
• 2-3 years of client service experience in wealth management or related setting (required).
• Addepar experience is a plus; training will be provided.
• Experience with new accounts, wires, and alternative investment subscriptions.
• Familiarity with portfolio construction and alternative investments (P/E, real estate, hedge funds).
• Strong Excel and Microsoft Office skills; excellent written and verbal communication.

Responsibilities

• Prepare client presentation packages and performance reporting.
• Monitor asset allocation and liquidity requirements.
• Proactively manage client relationships and develop process enhancements.
• Participate in client meetings in person and virtually quarterly.
• Facilitate money movements and wire transfers for client accounts.
• Utilize Addepar to view portfolio data and generate client/internal reports.
• Onboard new clients and coordinate asset transfers with third parties.
• Collaborate with client service team on ad hoc requests and projects.
• Work with investment team on portfolio construction and monitoring.
• Assist with tax information research, K-1 tracking, and distributions.

Skills

Client service

Education

Bachelor's degree

Tools

Addepar

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 reporting
• Monitor asset allocation and liquidity requirements
• Proactively manage client relationships and develop process enhancements
• Participate in client meetings in person and virtually on a quarterly basis
• Facilitate money movements and wire transfers for client accounts
• Utilize Addepar (firm's reporting platform) to view portfolio data, asset allocation, and transactions, and generate reports for clients and internal use
• Onboard new clients and coordinate asset transfers with third parties
• Collaborate with the client service team on ad hoc requests and projects
• Work with the investment team on portfolio construction and monitoring
• Assist with tax information research, K-1 tracking, and distribution to clients and their accountants

QUALIFICATIONS

• Bachelor's degree with strong academic record
• 2-3 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 provided
• Experience with new accounts, wires, and alternative investment subscriptions
• Familiarity with portfolio construction and alternative investments (private equity, real estate, hedge funds)
• Strong Excel and MicrosoftOffice skills
• Excellent written and verbal communication; polished, professional, and relationship-oriented
• Highly organized with strong attention to detail and ability to multitask
• Series 7 license is a plus, willingness and ability to acquire the Series 7 on the job is required