Wealth Advisory & Client Services Associate

Mindoro Capital Partners; Boston (MA); On-site; USD 70,000 - 90,000; Full time

Job summary

Mindoro Capital Partners in Boston seeks a Client Service Associate to partner with lead advisors and deliver comprehensive financial services to ultra-high-net-worth families. You will be the operational hub for client onboarding, portfolio reviews, and family office services from our Boston office.

Responsibilities include building asset allocation models, rebalancing strategies, and supporting estate and tax planning, cash flow modeling, and philanthropy.

Qualifications

• Excellent communication skills with the ability to explain complex topics simply to clients.
• Proactive thinking, intellectual curiosity and collaborative mindset.
• Strong interpersonal skills and ability to build trusted client relationships.

Responsibilities

• Trusted point of contact who manages all operational activity, leads client onboarding for new relationships, and prepares portfolio reviews.
• Build asset allocation models, portfolio rebalancing strategies and scenario analyses.
• Actively participate in client meetings and drive discussions around the portfolio.
• Assist advisors with estate & tax planning, cash flow modeling, insurance reviews and philanthropy.
• Act as the liaison between clients and their CPAs/attorneys to ensure a cohesive service delivery.
• Generate accurate investment reports in coordination with client team members.

Skills

Excellent communication

Collaborative mindset

Education

Bachelor’s degree in business/finance/economics

Demonstrated UHNW client experience

Job description

Mindoro Capital Partners in Boston seeks a Client Service Associate to partner with lead advisors and deliver comprehensive financial services to ultra-high-net-worth families. You will be the operational hub for client onboarding, portfolio reviews, and family office services from our Boston office.

Responsibilities include building asset allocation models, rebalancing strategies, and supporting estate and tax planning, cash flow modeling, and philanthropy.