Private Wealth Client Officer

Confidential

Newton Center

$20

Full Time

Expires On: 05/08/2026

Job Description

Job Description

Organization

RWA Wealth Partners is a boutique wealth management firm that provides customized solutions designed to help clients grow and protect their wealth so they can pursue a rewarding lifestyle, realize their goals, and create a legacy for generations.

Our team of professionals operates from six offices across the nation, serving over 6,000 clients and managing over $20 billion in assets.

We are looking for passionate individuals who are eager to make a difference in the lives of our clients while being part of a collaborative and innovative team. If you are ready to elevate your career in a dynamic environment that values respect, teamwork and personal growth, consider joining us at RWA Wealth Partners.


Role Overview

The Client Officer is a key point of contact for a client relationship and is responsible for enhancing the overall relationship through excellence in client service. Professionalism, client focus, and an understanding of the fundamentals of the investment advisory business, wealth management concepts, and financial systems are critical. This position will oversee client accounts and develop long-term relationships by participating in client meetings, acting as the client liaison, communicating with the client regularly, and processing requests.


Responsibilities

  • Support the Wealth Advisor with their client growth and retention goals, which are firm-wide goals.
  • Build strong relationships with clients and become a point of contact for their client service needs.
  • Obtain deep understanding of all business processes and policies to serve as the subject matter expert for your team.
  • Coordinate with other team members such as the Client Officer and Admin Team on all client deliverables such as

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