More jobs:
Wealth Advisory: Client Services Associate; Hybrid, Boston
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2025-12-07
Listing for:
Cannon Search
Full Time
position Listed on 2025-12-07
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A private wealth advisory firm is looking for a Client Services Associate to enhance client interaction and support senior advisors. The position, based in Boston, offers a hybrid work model requiring in-office attendance three days a week. Ideal candidates will have 1–4 years of experience in financial planning and exhibit strong communication skills. Responsibilities include attending client meetings, preparing materials, and assisting with daily client service needs, all aimed at providing exceptional support for high-net-worth clients.
#J-18808-Ljbffr
Position Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×