Wealth Advisory: Client Services Associate; Hybrid
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-01-26
Listing for:
Cannon Search
Full Time
position Listed on 2026-01-26
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Financial Services, Financial Sales
Job Description & How to Apply Below
A private wealth advisory firm in Boston is looking for a Client Services Associate to support high-net-worth client relationships. This hybrid role involves attending client meetings, preparing financial materials, and assisting advisors with client service tasks. Candidates should have 1–4 years of experience in financial planning or wealth advisory and possess strong communication skills. This position offers the potential for professional growth in a collaborative team environment.
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Position Requirements
10+ Years
work experience
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