Client Relationship Administrator

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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!

AP1460843BOS_1781631597

To Apply for this Job Click Here