- Assist with client meetings, take notes and follow up on action items
- Prepare financial materials, reports and communications for clients
- Support advisors on day-to-day client service needs
- Sitting in on client meetings to provide administrative support
- Preparing comprehensive financial plans and reports
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+p> Client Services Associate · 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,<span style= ...
Boston, MA1 month ago
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Apply for this Client Service Associate (full-time, fully remote) position if you: · Share our core values of Service, Curiosity, Transparency, Humility, & Tenacity · Want to be part of a special team changing an industry · Love what you do and want to continue doing that with us ...
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· Apply for this Client Service Associate (full-time, fully remote) position if you: · Share our core values of Service, Curiosity, Transparency, Humility, & Tenacity · Want to be part of a special team changing an industry · Love what you do and want to continue doing that with ...
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Client Services Associate - Boston - Cannon Search
Description
About the Role:
We are seeking a Client Services Associate to join our team at Cannon-Search. As a hybrid role, you will spend 3 days in our Boston office and work closely with senior advisors to deliver exceptional client service.
The ideal candidate has strong communication skills, attention to detail and is comfortable learning new technology. Experience with planning tools such as Addepar is beneficial but not required.
Your Responsibilities Will Include:
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Associate Services Manager
Only for registered members Boston, MA
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Client Service Associate
Full time Only for registered members Boston
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Client Services Associate
Only for registered members Boston, Massachusetts, , United States
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Office Services Associate
Only for registered members Boston
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Mail Services Associate
Full time Only for registered members Boston
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Associate Services Coordinator
OTHER Only for registered members Boston
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Client Service Associate
Full time Only for registered members Boston
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Associate Services Manager
OTHER Only for registered members Boston
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Associate, Creative Services
Internship Only for registered members Boston
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Exhibitor Services Associate
Only for registered members Boston, MA, US
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Client Services Associate
Only for registered members Boston
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Service Associate II
Only for registered members Boston, MA
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Associate Services Coordinator
Only for registered members Boston
-
Donor Services Associate
Only for registered members Boston
-
Office Services Associate
Full time Only for registered members Boston
-
Client Service Associate
Full time Only for registered members Boston
-
Client Services Associate
Only for registered members Boston, MA
-
Client Service Associate
Only for registered members Boston, MA
-
Client Service Associate
Only for registered members Boston
-
Client Services Associate
Only for registered members Boston
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Client Service Associate
Only for registered members Boston