Client Services Associate

NextPhase Search

📍 waltham, ma, United-States

Full-time Investment Advice,Financial Services,Investment Management Posted June 14, 2026

Job Description

Client Service Associate / Registered Client Service Associate , Boutique Wealth Management Firm | Waltham, MA


About the Company: Our client is a well-established and growing boutique wealth management firm based in Waltham, MA, advising multiple billions in client capital across all asset classes and serving ultra-high-net-worth families, foundations, and endowments. This firm has built something genuinely different: a collaborative, team-first environment where newer employees consistently describe the culture as truly family-like—not just in name. Leadership is deeply invested in mentorship and professional development, and employees are encouraged to contribute ideas and improve processes. Flexible hours, a hybrid schedule, and four Summer Fridays reflect a real commitment to work/life balance.


About the role: This is an opportunity for a Client Service Associate or Register...