Wealth Management: Client Services Associate (Hybrid)

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

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