Coda Search│Staffing
Private Wealth Associate/Manager - Asset Management Firm
Coda Search│Staffing, Boston, Massachusetts, us, 02298
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.
Client Service Associate The Boston office is looking for 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
Seniority level:
Mid‑Senior level
Employment type:
Full‑time
Job function:
Finance
Location: Boston, MA
#J-18808-Ljbffr
Client Service Associate The Boston office is looking for 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
Seniority level:
Mid‑Senior level
Employment type:
Full‑time
Job function:
Finance
Location: Boston, MA
#J-18808-Ljbffr