Client Relations Specialist

Position:                      Client Relations Specialist  

Job Location:                Boston, MA

Report to:                    Head of Private Wealth

Company Summary:

Boston Partners Private Wealth provides institutional-quality investment advisory services. We design investment strategies focused on achieving financial outcomes appropriate for our clients' goals. We provide transparency of the investments you own at the appropriate cost, while maximizing the tax efficiency of your portfolio. Our suite of services includes investment and market analysis, portfolio management, financial planning, reporting and record keeping, and custodial services. Through our partners, we also provide tax advice and preparation, insurance, and estate planning.

A division of Boston Partners Global Investors, Boston Partners Private Wealth was established to extend our financial expertise and resources to a broader base of high-net-worth individuals and families, helping them manage their investments and estates. Clients enjoy a first-class service experience, access to investment and financial insights, and the confidence of knowing their wealth is being managed appropriately.

Position Summary:

This role of a Client Relations Specialist is multifaceted, and combines client support, operational oversight, platform proficiency, and strategic partnership within a startup wealth management firm.


Major Responsibilities:

Client Support and Account Management:

• Provide accurate, timely, and effective support to clients, ensuring their accounts are properly maintained and addressing any inquiries or concerns they may have.
• Coordinate onboarding for new clients, handling necessary paperwork and facilitating smooth integration into the firm’s systems.

Operational Oversight:

• Oversee the development and implementation of policies, processes, and systems that support the firm’s operations, ensuring alignment with business strategies.
• Ensure compliance with regulatory requirements, productivity standards, and quality benchmarks.
• Leadership and strategy collaboration, this involves working closely with the leadership team to develop and implement workforce strategies that align with the firm's overall goals for growth and efficiency.

Tax Management & Portfolio Oversight:

• Supervise tax management for portfolios within the Adhesion platform.
• Familiarity with SMAs (Separately Managed Accounts) and UMAs (Unified Managed Accounts) is beneficial.

Requirements

• Bachelor’s degree required.
• Proficiency in Microsoft Office Suite: Must be proficient in Microsoft Windows, Excel, PowerPoint, and related software, with the ability to create presentations, and documents that support strategic initiatives and day-to-day operations.
• Experience using Addepar preferred, including report creation, portal management, and data integrity.
• Fluency in Fidelity’s Wealthscape Platform: Expertise in using Fidelity’s Wealthscape platform is preferred, particularly in utilizing the Integrated Cashiering feature to efficiently support clients’ cash flow needs.
• Prior experience with dual custodial platforms such as Schwab and Fidelity is preferred.
• Strong organizational skills with the ability to manage multiple tasks and deadlines. Excellent verbal and written communication skills to interact effectively with team members, clients, and leadership.
• Proven ability to foster relationships, collaborate with colleagues at all levels, and maintain a positive and professional demeanor in all interactions.
• Proactive Problem-Solving: A track record of anticipating challenges, finding creative solutions, and proactively taking action to resolve issues before they escalate.
• BPPW is a start-up, flexibility and an ability to adjust quickly to changes in priorities, processes, or work environments. Comfortable with working in fast-paced, dynamic settings where agility is key.
• Strong service orientation with the ability to remain calm under pressure, focus on client satisfaction, and consistently deliver results with a positive, can-do attitude.
• This role requires a full-time, in-office commitment of 5 days per week.