Senior Client Relationship Associate
Atlantic Group, Boston, MA, United States
A leading, independent investment management firm is seeking a Senior Client Relationship Associate (Private Wealth) to support high net worth individuals and multi-generational family office clients. This role is focused on delivering a white-glove client experience, managing complex account structures, and partnering closely with internal advisors and external stakeholders. This is a client-facing service role (non-advisory) offering exposure to sophisticated client needs, including trusts, foundations, and family office structures.
Responsibilities
Client Relationship Support:
Serve as a primary point of contact for high-net-worth clients and family office relationships, handling inquiries with a high level of professionalism and discretion
Account Administration:
Manage all aspects of account lifecycle, including onboarding, maintenance, transactions, and cash activity across complex client structures
Client Meeting Support:
Coordinate and participate in client meetings, prepare materials, track follow-ups, and ensure seamless execution of deliverables
Cross-Functional Coordination:
Partner with portfolio managers, tax advisors, estate attorneys, and other external professionals to support client needs across trusts, foundations, and LLCs
Reporting & Analysis:
Prepare customized client reports, analyses, and presentations; support ad hoc client requests with tailored financial information
Cash Management & Operations:
Oversee cash processing, money movement, and account-level activity with a high degree of accuracy and attention to detail
Client Communications:
Draft polished client correspondence, including letters, reports, and other deliverables
Qualifications
CTFA (Certified Trust and Fiduciary Advisor) or similar credential strongly preferred.
10+ years of experience in private wealth management, family office, or high-touch client service roles
Strong understanding of trusts, fiduciary accounts, and complex wealth structures (e.g., foundations, LLCs)
Advanced Excel and experience with reporting tools and account management systems
Exceptional attention to detail and organizational skills
Strong communication and interpersonal abilities
High level of discretion and professionalism
Ability to manage multiple priorities in a fast-paced environment
Client-first mindset with a proactive approach to service
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Responsibilities
Client Relationship Support:
Serve as a primary point of contact for high-net-worth clients and family office relationships, handling inquiries with a high level of professionalism and discretion
Account Administration:
Manage all aspects of account lifecycle, including onboarding, maintenance, transactions, and cash activity across complex client structures
Client Meeting Support:
Coordinate and participate in client meetings, prepare materials, track follow-ups, and ensure seamless execution of deliverables
Cross-Functional Coordination:
Partner with portfolio managers, tax advisors, estate attorneys, and other external professionals to support client needs across trusts, foundations, and LLCs
Reporting & Analysis:
Prepare customized client reports, analyses, and presentations; support ad hoc client requests with tailored financial information
Cash Management & Operations:
Oversee cash processing, money movement, and account-level activity with a high degree of accuracy and attention to detail
Client Communications:
Draft polished client correspondence, including letters, reports, and other deliverables
Qualifications
CTFA (Certified Trust and Fiduciary Advisor) or similar credential strongly preferred.
10+ years of experience in private wealth management, family office, or high-touch client service roles
Strong understanding of trusts, fiduciary accounts, and complex wealth structures (e.g., foundations, LLCs)
Advanced Excel and experience with reporting tools and account management systems
Exceptional attention to detail and organizational skills
Strong communication and interpersonal abilities
High level of discretion and professionalism
Ability to manage multiple priorities in a fast-paced environment
Client-first mindset with a proactive approach to service
#J-18808-Ljbffr