Wealth Ops Senior Client Service Associate (Hybrid)

Masis Professional Group; Boston (MA); Hybrid; USD 90,000 - 140,000; Full time

Benefits offered by this job

Competitive compensation package

Bonus potential

Opportunity to join a high-performing team

Job summary

A financial services organization is seeking an experienced Senior Client Service Associate to support complex client portfolios. This hybrid role requires strong investment operations knowledge and includes responsibilities such as client onboarding, portfolio transactions, and daily inquiries. Ideal candidates will have a Series 65 or equivalent and 5-12+ years of experience in financial services. This position offers competitive compensation, a bonus potential, and the opportunity to join a collaborative team.

Qualifications

• Series 65 required or equivalent registration (Series 6/63 acceptable).
• 5–12+ years of relevant experience within financial services operations.
• Prior experience supporting high-net-worth client relationships strongly preferred.

Responsibilities

• Support client onboarding and ongoing account maintenance activities.
• Execute and monitor portfolio transactions, including capital calls and money movement.
• Assist with portfolio review preparation and related reporting materials.

Skills

Investment operations knowledge

Attention to detail

Verbal communication skills

Written communication skills

Ability to manage multiple priorities

Education

Series 65 or equivalent registration

5–12+ years of experience in financial services operations

Tools

Major custodial platforms

Job description

A financial services organization is seeking an experienced Senior Client Service Associate to support complex client portfolios. This hybrid role requires strong investment operations knowledge and includes responsibilities such as client onboarding, portfolio transactions, and daily inquiries. Ideal candidates will have a Series 65 or equivalent and 5-12+ years of experience in financial services. This position offers competitive compensation, a bonus potential, and the opportunity to join a collaborative team.