Client Services Manager

Atlantic Group; Boston (MA); On-site; USD 150,000 - 210,000; Full time

Job summary

Atlantic Group, a Boston-based investment firm, seeks an experienced private client professional to own complex relationships with high-net-worth individuals and families and to lead the team responsible for day-to-day administration of their investment accounts.

You will partner with portfolio and investment professionals, coordinate across trusts and entities, and coach junior staff while ensuring timely reporting and compliant operations.

Qualifications

• 8+ years of experience within wealth management, investment management, private banking, family office, or a related financial services environment.
• At least 5 years of experience supporting high-net-worth or ultra-high-net-worth clients.
• Strong understanding of taxable investment portfolios.
• Experience working with complex family relationships involving multiple accounts and entities.
• Familiarity with trusts, LLCs, retirement accounts, charitable vehicles, and other private wealth structures.
• Experience partnering with tax and estate-planning professionals.
• Understanding of investment operations and the mechanics behind portfolio transactions.
• Previous leadership, management, or supervisory experience.
• Strong relationship management and client communication skills.
• Ability to manage sensitive, complex, and time-critical client matters.
• Strong attention to detail and ability to operate in a highly collaborative environment.

Responsibilities

• Oversee relationships with high-net-worth and ultra-high-net-worth clients
• Serve as a senior contact for clients and their external advisors
• Partner with portfolio and investment professionals on client needs and account activity
• Lead a team responsible for supporting client portfolios and investment accounts
• Review and approve important account activity, including cash transfers, investment instructions, and private investment transactions
• Manage complex households consisting of multiple accounts and legal entities
• Coordinate activity across trusts, LLCs, IRAs, charitable accounts, joint accounts, and individual accounts
• Work with clients’ CPAs, estate attorneys, trustees, and other outside advisors
• Support tax-sensitive portfolio activity, including tax-loss harvesting, charitable gifting, and other taxable account considerations
• Oversee operational requirements associated with alternative and private investments
• Ensure client reporting, account information, and portfolio-related deliverables are accurate and completed on time
• Resolve more complicated account, transaction, or service issues that require senior-level involvement
• Develop junior members of the team through coaching, feedback, and performance management
• Improve workflows and establish consistent practices for servicing complex private clients
• Work across investment, legal, compliance, and operations teams on broader client initiatives

Job description

A leading investment firm is seeking an experienced private client professional to join its Boston-based team. This position will take ownership of complex relationships with high-net-worth individuals and families while leading the team responsible for the day-to-day administration of their investment accounts.

The role requires someone who understands both sides of private wealth management: delivering a high level of service to sophisticated clients and ensuring the operational details behind their portfolios are handled correctly.

What You’ll Do

• Oversee relationships with high-net-worth and ultra-high-net-worth clients
• Serve as a senior contact for clients and their external advisors
• Partner with portfolio and investment professionals on client needs and account activity
• Lead a team responsible for supporting client portfolios and investment accounts
• Review and approve important account activity, including cash transfers, investment instructions, and private investment transactions
• Manage complex households consisting of multiple accounts and legal entities
• Coordinate activity across trusts, LLCs, IRAs, charitable accounts, joint accounts, and individual accounts
• Work with clients’ CPAs, estate attorneys, trustees, and other outside advisors
• Support tax-sensitive portfolio activity, including tax-loss harvesting, charitable gifting, and other taxable account considerations
• Oversee operational requirements associated with alternative and private investments
• Ensure client reporting, account information, and portfolio-related deliverables are accurate and completed on time
• Resolve more complicated account, transaction, or service issues that require senior-level involvement
• Develop junior members of the team through coaching, feedback, and performance management
• Improve workflows and establish consistent practices for servicing complex private clients
• Work across investment, legal, compliance, and operations teams on broader client initiatives

What We’re Looking For

• 8+ years of experience within wealth management, investment management, private banking, family office, or a related financial services environment
• At least 5 years of experience supporting high-net-worth or ultra-high-net-worth clients
• Strong understanding of taxable investment portfolios
• Experience working with complex family relationships involving multiple accounts and entities
• Familiarity with trusts, LLCs, retirement accounts, charitable vehicles, and other private wealth structures
• Experience partnering with tax and estate-planning professionals
• Understanding of investment operations and the mechanics behind portfolio transactions
• Previous leadership, management, or supervisory experience
• Strong relationship management and client communication skills
• Ability to manage sensitive, complex, and time-critical client matters
• Strong attention to detail and ability to operate in a highly collaborative environment

Target Background

We’re particularly interested in candidates currently working within private wealth management, RIAs, family offices, private banks, or investment advisory firms where they directly support HNW/UHNW relationships.

The key differentiator is hands-on HNW experience. Someone who has managed sophisticated private client relationships while also understanding investment operations, taxable portfolios, and complex account structures would be highly relevant.