Client Services Associate
Company: Cannon Search
Location: Boston
Posted on: April 2, 2026
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Job Description:
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!
Keywords: Cannon Search, Peabody , Client Services Associate, Accounting, Auditing , Boston, Massachusetts
