Client Services Associate

Cannon Search
Boston, MA

Client Services Associate

Hybrid – Boston, MA (3 days in office)

Salary: $75,000 – $90,000 + discretionary bonus

A well-established private wealth advisory firm is quietly adding a Client Services Associate to its team. This role is ideal for someone who enjoys client interaction, financial planning, and being the steady, reliable point of support behind high-net-worth client relationships.

You’ll work directly with senior advisors, sit in on client meetings, prepare financial materials, and learn the client advisory process from the ground up.

What You’ll Do:

  • Join client meetings to take notes and assist with follow-ups
  • Prepare planning materials, reports, and client communications
  • Support advisors on day-to-day client service needs
  • Help organize data, accounts, and financial documents
  • Grow into a polished, client-facing resource over time

What They’re Looking For:

  • 1–4 years of experience in financial planning, wealth advisory, or a related area
  • Strong communication skills—clear, professional, and client-ready
  • High attention to detail and ability to stay organized under deadlines
  • Comfort learning new technology; experience with planning tools (e.g., Addepar) is a plus but not required—training provided

 

Work Structure:

  • Hybrid: 3 days onsite required; 4 preferred for development and mentorship
  • Collaborative team environment working with multiple senior advisors
  • High-net-worth and ultra-high-net-worth client exposure

 

If you're looking for a role that blends financial planning, client service, and long-term career growth, this is a great fit. Apply today!

Posted 2026-01-21

Recommended Jobs

STEM Specialist

Belmont After School Enrichment Collaborative (BASEC), Inc.
Belmont, MA

About us Belmont After School Enrichment Collaborative (BASEC), Inc. provides high-quality out-of-school time programming for students in kindergarten through twelfth grade in the towns of Belmon…

View Details
Posted 2026-03-15

Program Manager, Corporate Education

Middlesex Community College
Lowell, MA

Category: : Full-time Staff Subscribe: : Department: : Institutional Advancement Locations: : Lowell, MA Posted: : Nov 4, 2025 Closes: : Mar 26, 2026 - 11:59 PM EDT Type: : Fu…

View Details
Posted 2026-03-18

Nurse Practitioner Float

SGS Consulting
Massachusetts

Job Responsibilities: Working knowledge and understanding of quality measurement in the management of chronic disease conditions Self- motivated, prioritizes and solves problems, takes initiati…

View Details
Posted 2025-11-12

Senior Director of CST Global Hardware Engineering

Medtronic
Boxborough, MA

We anticipate the application window for this opening will close on - 27 Mar 2026 At Medtronic you can begin a life-long career of exploration and innovation, while helping champion healthcare a…

View Details
Posted 2026-03-15

Assistant Project Wetland Scientist

SWCA Environmental Consultants
Southborough, MA

About the opportunity: SWCA's growing Massachusetts team seeks an Assistant Project Wetland Scientist (HR Title = Assistant Project Environmental Scientist) to join our natural resources team in Ma…

View Details
Posted 2026-01-20

Public Adjuster

The Misch Group
Boston, MA

Job Description Job Description Description QUICK FACTS: Must have Public Adjuster License Must have experience with Xactimate Must have network of Condo, Apartment, Property Management…

View Details
Posted 2026-03-17

RN Health Care Facility Surveyor

Greenlife Healthcare Staffing
South Barre, MA

RN Health Care Facility Surveyor - Massachusetts (#1158) Employee retirement plan (401k) with a generous match and immediate vesting Company-issued and company-paid Amex card for travel …

View Details
Posted 2025-12-18

Technical Product Manager - AI Solutions

Veeva Systems
Boston, MA

Veeva Systems is a mission-driven organization and pioneer in industry cloud, helping life sciences companies bring therapies to patients faster. As one of the fastest-growing SaaS companies in histo…

View Details
Posted 2026-03-17

Manager - Crossix Analytics Services

Veeva Systems
Boston, MA

Veeva Systems is a mission-driven organization and pioneer in industry cloud, helping life sciences companies bring therapies to patients faster. As one of the fastest-growing SaaS companies in histo…

View Details
Posted 2025-07-31

Nutritionist

Community Action, Inc.
Haverhill, MA

Community Action, Inc. NORTHERN ESSEX WIC NUTRITIONIST Position requires a Bachelor's degree in public health nutrition, nutrition, foods and nutrition, or nutrition education or Master's…

View Details
Posted 2026-03-12