Private Wealth Client Services Associate

Gray Private Wealth, LLC; Canton (MA); On-site; USD 80,000 - 120,000; Full time

Job summary

Gray Private Wealth is seeking a Wealth Management Associate in Canton, MA to support the client portfolio management team and the financial planning process for high-net-worth clients. You will help implement investment strategies, communicate with clients, and contribute to firm operations and reporting.

The ideal candidate has 3–5 years in financial services, strong written/verbal communication, and proficiency with Excel and MS Office.

Qualifications

• Bachelor's degree required.
• 3–5 years of experience in financial services.

Responsibilities

• Support client portfolio management for high-net-worth clientele.
• Assist with investment strategies and client communications.
• Contribute to firm operations including reporting, trading, and marketing.

Skills

Written communication

Verbal communication

Organizational skills

Attention to detail

Multi-tasking

Relationship management

Education

Bachelor's degree

Tools

Microsoft Office

Excel

Job description

Gray Private Wealth is seeking a Wealth Management Associate in Canton, MA to support the client portfolio management team and the financial planning process for high-net-worth clients. You will help implement investment strategies, communicate with clients, and contribute to firm operations and reporting.

The ideal candidate has 3–5 years in financial services, strong written/verbal communication, and proficiency with Excel and MS Office.