Client Relationship Advisor
Incendia Partners, Charlestown, MA, United States
Senior Private Wealth Client Advisor
Location:
Boston, MA Compensation:
$120K$160K base + bonus * Free Parking * Our client, a leading independent wealth management firm, is looking for a Senior Advisor to support high-net-worth clients. Individuals, multi-generational families, and family offices. This role partners closely with portfolio managers and advisory teams to deliver high-touch client service while managing account administration and complex client relationships. Responsibilities Provide client service support for high-net-worth and family office clients Supervise 2-3 Associate level team members Serve as a primary point of contact for client inquiries and service requests Coordinate closely with portfolio managers and advisory teams to support ongoing client needs Manage account administration (openings, transactions, maintenance) Coordinate client meetings and prepare reports and communications Coordinate with external advisors (tax professionals, attorneys, accountants) regarding trust, tax, and entity-related matters Support relationships involving trusts, foundations, and complex entity structures Proactively resolve client service issues while maintaining strict confidentiality Collaborate across internal teams to ensure smooth service delivery and operational efficiency Work with trusts, foundations, and entity structures Qualifications Bachelors degree required 10+ years experience in wealth management, private banking, or family office support Experience with trust and fiduciary accounts Strong communication, organization, and client service skills High attention to detail and ability to manage multiple priorities Compensation & Benefits Base salary: $120K$160K + Bonus & Equity eligibility Comprehensive benefits including medical, dental, vision, 401(k) with employer match, parental leave, wellness programs, and more. 5 Weeks PTO FREE Parking or T Pass Interested in learning more? Apply directly on LinkedIn! Please note that quoted salary ranges are not guarantees of what the final salary offers might be. Variables include years of work experience, industry-specific experience, education level, etc. to be considered! Must be authorized to work in the U.S. without sponsorship #LI-HR1
Boston, MA Compensation:
$120K$160K base + bonus * Free Parking * Our client, a leading independent wealth management firm, is looking for a Senior Advisor to support high-net-worth clients. Individuals, multi-generational families, and family offices. This role partners closely with portfolio managers and advisory teams to deliver high-touch client service while managing account administration and complex client relationships. Responsibilities Provide client service support for high-net-worth and family office clients Supervise 2-3 Associate level team members Serve as a primary point of contact for client inquiries and service requests Coordinate closely with portfolio managers and advisory teams to support ongoing client needs Manage account administration (openings, transactions, maintenance) Coordinate client meetings and prepare reports and communications Coordinate with external advisors (tax professionals, attorneys, accountants) regarding trust, tax, and entity-related matters Support relationships involving trusts, foundations, and complex entity structures Proactively resolve client service issues while maintaining strict confidentiality Collaborate across internal teams to ensure smooth service delivery and operational efficiency Work with trusts, foundations, and entity structures Qualifications Bachelors degree required 10+ years experience in wealth management, private banking, or family office support Experience with trust and fiduciary accounts Strong communication, organization, and client service skills High attention to detail and ability to manage multiple priorities Compensation & Benefits Base salary: $120K$160K + Bonus & Equity eligibility Comprehensive benefits including medical, dental, vision, 401(k) with employer match, parental leave, wellness programs, and more. 5 Weeks PTO FREE Parking or T Pass Interested in learning more? Apply directly on LinkedIn! Please note that quoted salary ranges are not guarantees of what the final salary offers might be. Variables include years of work experience, industry-specific experience, education level, etc. to be considered! Must be authorized to work in the U.S. without sponsorship #LI-HR1