Client Relationship Advisor

Senior Private Wealth Client Advisor

Location: Boston, MA

Compensation: $120K–$165K 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

• Bachelor’s 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–$165K + 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!

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