💼 Full-Time Position

Client Services Associate

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NextPhase Search
📍 waltham, ma, United-States
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Location
waltham, United-States
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Posted
June 30, 2026
Type
Full-Time
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Full-Time Opportunity: This is a permanent, full-time position with a competitive package and real career growth potential.

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...