Job Title:
Client Associate
Job Code:
Job Category:
Client Service/Relationship Mgmt.
Job Type:
Job Location:
Boston - MA
Date Posted:
Aug 18 2020
Client Associate
$60K- $75K plus bonus, benefits, and profit sharing
This opening is located in the Boston office (Financial District) of one of Boston's topRIA's; $3B AUM. This is a FANTASTIC opportunity to provide comprehensive support to the firm's Senior Advisors, as well as current and prospective clients and custodians!!

The responsibilities of the Client Associate include:
  • Performing client onboarding, standard and ad hoc client portfolio reporting, and account maintenance such as monitoring/ executing asset transfers/ money movement and portfolio rebalancing as necessary
  • Serving as a primary resource to address client/ portfolio inquiries
  • Assisting with preparing for current and prospective client meetings, including final preparation of documents and collateral
  • Conducting post client reviews/meetings with Advisors to address follow-up items to help maintain an outstanding client experience
  • Collaborating with third-party custodians to obtain additional client information as needed
  • Delegating assembly and processing of account paperwork/paper flow to Operations team
The qualifications needed of the Client Associate include:
  • Bachelor's degree
  • 2+ years of experience supporting Advisors and clients at a wealth management firm
  • Series 65 license preferred (not required)
  • Outstanding communications skills, keen attention to detail, and ability to form strong working relationships
Required Years of Experience:
Additional Info:
CONTACT: Adam Cordeiro: | phone: 617-728-4100
Salary Range:


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