Department: Wealth Management

Reports to: Head of Operations

Status: Exempt

Grade: 9

Pay Range: $52,000-$90,498

Salary range updated 4/10/2026. Actual compensation within the pay range will be determined based on factors including, but not limited to, skills, prior relevant experience, and specific work location.

Location: Boston, MA



Overview:

We are seeking a personable and highly organized Client Service Associate to work directly with wealth advisors to deliver an exceptional client service experience within our Registered Investment Advisory Firm (RIA). The role serves as a primary point of contact for clients, supporting ongoing relationship management, coordinating service requests and ensuring seamless communication between clients, advisors, and operations. The ideal candidate is client-focused, detail-oriented and comfortable managing multiple priorities in a fast-paced environ...