Client Relationship Associate

Senior Client Relationship Associate, Private Wealth/Trust and Estates, Boston (full time in office)

About the Company:
Our client, a distinguished and independent investment management and strategic advisory firm, is seeking a high-impact Senior Relationship Associate to join their dedicated Private Client Service team. Known for their client-first culture and commitment to providing a combination of first-class performance, strategic advice, and exceptional service.

This is a chance to step into a key role where your expertise will be critical in delivering highly customized and comprehensive service and solutions to a sophisticated client base, which includes individuals, families, family offices, endowments, foundations, and institutions.

What you'll do:
As a Senior Relationship Associate, you will serve as a pivotal liaison between high-net-worth clients and a team of expert advisors, including Private Client Relationship Advisors, Portfolio Managers, and Strategic Advisors. This role is about much more than support; it is about proactive engagement, seamless coordination, and ensuring a first-class, integrated service experience.

Core Responsibilities:

• Client Relationship Management:
  Engage directly with clients to anticipate and proactively address their needs, ensuring all inquiries are met with prompt, accurate, and thorough resolutions.
• Onboarding and Account Transition:
  Expertly manage all facets of the client lifecycle, including new account opening, custodian selection, documentation, account funding, online access enrollment, and correct implementation of advisory fee structures.
• Fiduciary and Planning Coordination:
  Serve as the coordination point for complex wealth planning activities, partnering with the Strategic Advisory team on relevant tax, estate planning, and fiduciary matters.
• Gift Facilitation:
  Coordinate and execute client gifting activities, which includes processing cash and in-kind gifts, and producing required correspondence such as gift letters and Crummey notices.
• Team Collaboration and Development:
  Cultivate strong internal partnerships across Operations and Client Service teams to facilitate a broad range of investment and trust activities. Take the initiative to mentor and contribute to the development of more junior team members.
• Strategic Initiatives:
  Contribute to ad-hoc projects and ongoing business improvement efforts that enhance service delivery and operational efficiency.

About you:
Our client is seeking an impeccably organized, professional, and client-focused individual who thrives in a collaborative, fast-paced environment.

Essential Skills and Experience:

• A
  Bachelor's degree
  is required.
• 5+ years of relevant experience
  in a client-facing role within the financial services industry.
• Demonstrated proficiency in building
  rapport and fostering trust
  not only with clients but also with their outside advisors (attorneys, accountants).
• Exceptional
  organizational skills, attention to detail
  , and a demonstrated ability to execute activities with accuracy and efficiency using systems and processes.
• Professional maturity and the utmost discretion for handling
  confidential and sensitive client issues
  .
• Proven ability to
  manage multiple tasks, adapt to changing priorities
  , and meet demanding client needs.
• Excellent written and verbal communication skills.
• Must be a
  self-motivated, collaborative team player
  with a strong work ethic.

Desired Expertise (A Strong Plus):

• Experience with
  trust administration and fiduciary functions
  .
• Ability to comprehend complex documentation related to account structures, trusts, and other sophisticated financial arrangements.