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Client Relationship Administrator to $100K – Join a Prestigious Firm!
Our client, a highly regarded wealth management firm, is seeking a Client Relationships Administrator to support trustees and deliver high-touch service to a sophisticated client case. In this role, you will help coordinate client requests, manage administrative processes, and act as a key liaison between internal teams and external partners. The ideal candidate brings 5+ years of experience in a client-facing role.
Position Details:
- Location: Boston, MA
- Work Model: Hybrid
- Degree: Required
- Responsibilities include supporting trustees and clients with account activity, bill pay, scheduling, and special requests; serving as the primary liaison between clients, internal teams, and third-party providers; coordinating and prioritizing multiple workflows to ensure timely completion of requests; preparing and editing correspondence, reports, and client communications; organizing meetings and maintaining calendars; tracking and resolving client inquiries while escalating complex matters appropriately; and maintaining accurate records across systems and databases.
- The ideal candidate possesses 5+ years of experience in a client-facing or administrative role within finance, banking, or professional services; strong proficiency in Microsoft Office and database systems; ability to manage sensitive information with discretion and professionalism; excellent written and verbal communication skills; exceptional attention to detail with strong follow-up habits; and a proactive, team-oriented approach with the ability to adapt to varying client needs and priorities.
Join a long-standing, stable organization offering a collaborative, professional environment, and outstanding benefits!
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