Client Services Associate
4 days ago
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
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