Client Associate-Private Wealth Management

About Harbour Wealth

Harbour Wealth is a rapidly growing small boutique registered investment advisory firm that cares deeply for the well‑being of its clients and employees. We treat everyone as family and both the firm and its clients support many charitable causes. At Harbour Wealth, we believe clients deserve more than financial advice. They deserve a relationship grounded in trust, clarity, and exceptional care.

We support families, professionals, and business owners through life's most important financial decisions with a steady hand and truly personal touch.

The Client Associate is central to the Harbour Wealth client experience. You will serve as a proactive, dependable, and polished point of contact ensuring each interaction feels personal, seamless, and supportive. From account servicing to relationship coordination, your work helps create an environment where clients feel truly cared for.

This role also offers the opportunity to support the firm more broadly through executive‑assistant responsibilities, marketing support, and office management. It is ideal for someone who enjoys variety, thrives in a relationship‑centered setting, and wants to contribute meaningfully to a boutique private‑wealth practice.

• Serve as a warm, welcoming, and reliable point of contact reflecting Harbour Wealth’s hospitality‑driven approach in every interaction.
• Curate a highly personalized experience for clients by anticipating needs, capturing preferences, and strengthening touchpoints across the relationship.
• Support a polished onboarding process that introduces clients to the high standards and attentive service that define our firm.
• Maintain detailed household profiles, personal preferences, important dates, and communication notes to ensure continuity and personalization.
• Protect all client information with absolute discretion and professionalism.

• Prepare customized client materials including investment reports, meeting packages, financial summaries, and follow‑up notes.
• Assist with daily investment and account operations through accurate completion of paperwork, digital forms, and custodial processes.
• Process and track ACAT transfers, beneficiary updates, RMD requests, and other routine account servicing tasks.
• Monitor custodial workflows to ensure transfers, forms, and service requests are completed correctly and on time.
• Maintain CRM tasks, notes, digital files, and service pipelines to support timely and accurate follow‑through.
• Support trade requests and money‑movement activities under advisor supervision while ensuring compliance and documentation standards are met.

• Schedule, prepare, and coordinate client meetings with exceptional attention to detail and a focus on client comfort and clarity.
• Assemble meeting materials, summaries, and follow‑up communications promptly and professionally.
• Track action items and support advisors in completing commitments in a timely, organized manner.

• Monitor principal email activity to identify tasks requiring action, proactively delegate requests, and track follow‑through to completion.
• Assist with scheduling, travel coordination, and personal logistics that support efficient advisor workflows.
• Coordinate gifting, reservations, event planning, and special personal or client‑facing details when needed.

• Maintain a professional, welcoming environment for clients and guests.
• Oversee office logistics, supplies, technology coordination, some vendor management, and general operational needs.
• Support improvements to administrative processes and internal workflows that enhance team effectiveness.

Required:

Bachelor’s degree (any major).

• Prior industry experience is helpful but not required. We will train the right person or compensate for experience.
• Experience in client service, operations, or administrative roles is helpful but not necessary.
• Exceptional attention to detail and accuracy, especially when handling financial documents, forms, and client requests.
• Warm,…