Client Services Associate - Boston - Cannon Search

    Cannon Search
    Cannon Search Boston

    6 days ago

    $38,000 - $65,000 (USD) per year *
    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.

    • 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

    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:

    1. Sitting in on client meetings to provide administrative support
    2. Preparing comprehensive financial plans and reports

    * This salary range is an estimation made by beBee
  • Work in company

    Associate Services Manager

    Only for registered members

    Be a key contributor to Operations and ASC teams' performance by driving operational and administrative excellence within the vibrant "All In" culture of the Omni Parker House. · ...

    Boston, MA

    1 month ago

  • Work in company

    Client Service Associate

    Only for registered members

    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 ...

    Boston $65,000 - $75,000 (USD) Full time

    4 days ago

  • Work in company

    Client Services Associate

    Only for registered members

    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 inter ...

    Boston, Massachusetts, , United States $75,000 - $90,000 (USD) per year

    2 days ago

  • Work in company

    Office Services Associate

    Only for registered members

    The Office Services Associate Floater is responsible for adding value in providing daily back office services for our client and teams. · We specialize in delivering skilled administrative support and document production to leading companies around the world. · ...

    Boston

    1 month ago

  • Work in company

    Mail Services Associate

    Only for registered members

    The Operational Services Division (OSD) enables state government to obtain goods and services needed to serve the people of Massachusetts OSD ensures best value procurements deliver through fair open competitive practices The agency also helps thousands businesses offer products ...

    Boston Full time

    1 month ago

  • Work in company

    Associate Services Coordinator

    Only for registered members

    The Associate Services Cooridnator assists the ASC management team of all functions of the Human Resources department. · ...

    Boston $30.70 - $31.33 (USD) OTHER

    3 weeks ago

  • Work in company

    Client Service Associate

    Only for registered members

    · Company Description · Park 6 Logistic is a forward-thinking logistics and operations company committed to delivering efficiency, precision, and excellence across every stage of the supply chain. Based in Boston, we combine strategic planning with innovative execution to suppor ...

    Boston $44,000 - $49,000 (USD) Full time

    1 week ago

  • Work in company

    Associate Services Manager

    Only for registered members

    Parker House Hotel is seeking an Associate Services Manager to drive operational and administrative excellence within its vibrant All In culture. The successful candidate will support all departments in ensuring memorable experiences for associates and guests. · ...

    Boston $70,000 - $75,000 (USD) OTHER

    1 month ago

  • Work in company

    Associate, Creative Services

    Only for registered members

    The Associate Creative role is responsible for supporting the Creative Services department with the development of sales and marketing materials and assisting in organizing and updating creative assets and databases. · ...

    Boston Internship

    1 month ago

  • Work in company

    Exhibitor Services Associate

    Only for registered members

    · Job Title: Exhibitor Services Associate · Department: Exhibitor Services  · Reports to: Director of Guest and Exhibitor Services · FLSA: Non-Exempt  · Grade: B · SUMMARY: · The Exhibitor Services Associate (ESA) plays a critical role in ensuring exhibitors' needs are met throu ...

    Boston, MA, US

    2 days ago

  • Work in company

    Client Services Associate

    Only for registered members

    A well-established Boston-based Registered Investment Advisor (RIA) seeks a motivated Client Service Associate to join its growing team. · Support Advisors by managing client communications and day-to-day service requests · Assist with portfolio administration and related operati ...

    Boston

    3 weeks ago

  • Work in company

    Service Associate II

    Only for registered members

    As a Service Associate at Eastern Bank, you will work in a hybrid role that combines customer service and teller responsibilities. · ...

    Boston, MA

    1 month ago

  • Work in company

    Associate Services Coordinator

    Only for registered members

    The Associate Services Coordinator assists the ASC management team with all functions of the Human Resources department in accordance with Omni standards. · Assists ASC management team with on-boarding of new associates according to Omni standards. · Maintain all Associate Servic ...

    Boston

    3 weeks ago

  • Work in company

    Donor Services Associate

    Only for registered members

    The Donor Services Associate is vital in providing highly personalized customer service for Boston Ballet's top supporters and ensuring delivery of benefits for members in our annual giving societies. · ...

    Boston

    1 month ago

  • Work in company

    Office Services Associate

    Only for registered members

    The Office Services Associate Floater is responsible for adding value in providing daily back office services for our client and teams. · ...

    Boston Full time

    1 month ago

  • Work in company

    Client Service Associate

    Only for registered members

    We are seeking a Client Service Associate to serve as a key point of contact between our clients and internal teams. · Act as a primary liaison for client inquiries requests service coordination · Provide timely professional accurate responses to client communications · ...

    Boston $47,000 - $51,000 (USD) Full time

    1 month ago

  • Work in company

    Client Services Associate

    Only for registered members

    +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, MA

    1 month ago

  • Work in company Remote job

    Client Service Associate

    Only for registered members

    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 ...

    Boston, MA $38,000 - $65,000 (USD) per year

    4 days ago

  • Work in company

    Client Service Associate

    Only for registered members

    The Client Service Associate is a detail-oriented and proactive professional who plays a key role in the daily operations of a wealth management practice. · ...

    Boston

    1 month ago

  • Work in company

    Client Services Associate

    Only for registered members

    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, · ...

    Boston

    1 month ago

  • Work in company

    Client Service Associate

    Only for registered members

    · 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 ...

    Boston $38,000 - $65,000 (USD) per year

    3 days ago

Jobs
>
Client services associate
>
Jobs for Client services associate in Boston