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

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