Client Services Associate Hybrid – Boston, MA (3–4 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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