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Private Wealth Client Services Associate
Job in
Canton, Norfolk County, Massachusetts, 02021, USA
Listed on 2026-08-03
Listing for:
Gray Private Wealth, LLC
Full Time
position Listed on 2026-08-03
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
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.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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