Senior UHNW Client Services Lead — Hybrid
Listed on 2026-10-06
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Management
Client Relationship Management -
Marketing / Advertising / PR
Client Relationship Management
Next Phase Search INC. in Waltham, MA is seeking a Senior Client Service Associate to join a Hybrid team and serve UHNW clients. You will own client communications, produce portfolio reports, manage onboarding, and support cross-functional teams from day one.
The role emphasizes high ownership, client relationship focus, and growth into a Relationship Manager over time, with collaboration across Investment and Operations teams.
As a Senior UHNW Client Services Lead — Hybrid, you will play an important part at Next Phase Search, INC. in Waltham, MA, United States.
Consider building your career as a Senior UHNW Client Services Lead — Hybrid at Next Phase Search, INC.
The Senior UHNW Client Services Lead — Hybrid position in the Sales field is open for applications.
We have an opening for a Senior UHNW Client Services Lead — Hybrid in Waltham, MA, United States within Sales.
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