Private Wealth Associate/Manager - Asset Management Firm Job at Coda Search│Staffing, Boston, MA

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  • Coda Search│Staffing
  • Boston, MA

Job Description

Job Description

Our client, a national wealth-management advisory group recently acquired by a leading private equity firm, is seeking to hire a Client Service Associate to join their growing Boston office. The firm provides financial planning, investment management, and related services to high-net-worth individuals, families, and business owners. The firm emphasizes a high-touch client experience supported by strong technology, a collaborative advisor model, and a growing footprint in major U.S. markets.

Client Service Associate

The Boston office is seeking a Client Service Associate to support a handful of advisors and ensure a smooth, personalized experience for clients. This role serves as the operational and service backbone of the advisory team, handling day-to-day account activity and acting as a direct point of contact.

Key Responsibilities

  • Serve as the first line of support for client inquiries and service needs
  • Coordinate with advisors and internal teams to execute account updates, transfers, onboarding, and documentation
  • Maintain accurate client records and assist with meeting preparation and follow-ups
  • Support delivery of financial planning materials, reports, and communications
  • Uphold compliance standards and ensure all processes follow firm policies and regulatory requirements

Ideal Profile

  • 3-6 years of experience supporting HNW individuals in a wealth management setting
  • Strong communicator with a client-first mindset
  • Highly organized, detail-oriented, and comfortable multitasking
  • Discreet, professional, and able to handle sensitive financial information
  • Team-oriented with a service-driven approach

Job Tags

Work at office,

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