Client Services Associate
$75k/y-$90k/y
a day ago
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HybridFull-timeEntry
Summary
Cannon Search is seeking a Client Services Associate to join their team in a hybrid role based in Boston, MA. The position focuses on supporting high-net-worth client relationships through client interaction and financial planning.
About the Role
As a Client Services Associate, you will work directly with senior advisors, participate in client meetings, prepare financial materials, and assist with the client advisory process. Your responsibilities will include taking notes during meetings, preparing planning materials and reports, supporting day-to-day client service needs, organizing data and financial documents, and developing into a polished client-facing resource over time.
About You
Required:
- 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.
Preferred:
- Comfort learning new technology; experience with planning tools (e.g., Addepar) is a plus but not required—training provided.
Benefits
- Salary range of $75k–$90k plus discretionary bonus.
- Hybrid work structure with 3-4 days in the office.
Cannon Search
Founded in 2008, Cannon Search Partners is a premier recruiting firm specializing in full-time permanent placements, contract-to-hire roles, and consulting engagements. Our success is driven by the strong, lasting relationships we build with both clients and candidates. With a highly experienced recruiting team and a deep understanding of the ever-evolving job market, we deliver tailored hiring solutions that drive results. Whether you're a professional seeking your next career move or a company in search of top-tier talent, our expertise and extensive network ensure you achieve your goals with confidence.
Boston, MA