Senior Client Service Associate

NextPhase Search, INC.; Waltham (MA); Hybrid; USD 90,000 - 130,000; Full time

Job summary

NextPhase Search INC. in Waltham, MA is seeking a Senior Client Service Associate to join a Hybrid team and serve UHNW clients. You will own client communications, produce portfolio reports, manage onboarding, and support cross-functional teams from day one.

The role emphasizes high ownership, client relationship focus, and growth into a Relationship Manager over time, with collaboration across Investment and Operations teams.

Qualifications

• 3–5 years in an RIA or private bank
• Experience supporting UHNW clients
• Familiar with portfolio reporting platforms
• Strong Excel and presentation skills
• Ability to coordinate with attorneys and accountants

Responsibilities

• Own day-to-day communication with UHNW clients and their advisors
• Produce polished portfolio reports and client presentations
• Monitor portfolio positioning and liquidity needs
• Process cash transactions and account movements
• Onboard new clients including documentation and asset transfers
• Prepare for quarterly client meetings and coordinate logistics
• Collaborate with Investment team on reporting
• Assist clients during tax season by tracking documents

Skills

RIA experience

UHNW clients

Addepar familiarity

Portfolio reporting

Microsoft Excel

Communication skills

Wires and transfers

Tools

Addepar

Job description

Senior Client Service Associate, Waltham MA |Hybrid (3 Days In Office)

Our client is a well-established independent wealth management firm in the greater Boston area, advising ultra-high-net-worth families, foundations, and endowments across a sophisticated platform that integrates investment management, portfolio administration, reporting, and family advisory services. They are seeking a driven, client-focused professional to join a small, collaborative Client Service team where values, work ethic, and genuine enthusiasm for client relationships matter as much as credentials.

This is a high-ownership role with direct client interaction from day one. You will serve as a primary point of contact for ultra-high-net-worth clients, working alongside three Client Service colleagues and partnering closely with the Investment and Operations teams. The firm is looking for someone with real ambition and a clear vision of growing into a Relationship Manager over time.

What You Will Do

• Own day-to-day communication with a book of ultra-high-net-worth clients, fielding inquiries and service requests while maintaining seamless coordination with their attorneys, accountants, and other advisors
• Build and deliver polished portfolio reports and client presentation materials, drawing on Addepar and internal reporting tools to turn data into clear, actionable insight
• Keep a close eye on portfolio positioning, cash levels, and liquidity needs, flagging anything that requires attention
• Execute cash transactions including wires and account-level movements accurately and on time
• Shepherd new clients through onboarding from start to finish, including account setup, documentation, and coordinating asset transfers with custodians and outside parties
• Prepare for and participate in quarterly client meetings, handling logistics, materials, and follow-through
• Work side by side with the Investment team on portfolio implementation and related reporting
• Help clients navigate tax season by tracking K-1s, collecting tax documents, and staying in close contact with their accountants
• Roll up your sleeves on team projects and special initiatives from the moment you arrive

What They Are Looking For

• 3 to 5 years of experience in an RIA, multi-family office, private bank, or institutional investment environment
• A track record of supporting ultra-high-net-worth clients and working alongside their attorneys, accountants, and trustees
• Hands-on familiarity with Addepar or a comparable portfolio reporting platform strongly preferred
• Solid grasp of portfolio construction, asset allocation, and investment vehicles across the spectrum, including private equity, hedge funds, and real assets
• Comfort with the operational side: account opening, wires, transfers, and alternative investment subscriptions
• Series 65 in hand or actively working toward it, with longer-term interest in CFP or CFA credentials
• Strong proficiency in Microsoft Office, particularly Excel, PowerPoint, and Word
• Someone who communicates clearly, operates with integrity, works hard, and genuinely loves working with clients