Client Services Associate
Lead Advisor
Boston, MA · $75k–$85k a year · Posted November 8, 2026
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Where Boston, MA ranks
Where Boston, MA placed in our monthly rankings, month by month. Each month stays online at its own address.
November 2026
- #1Best cities for life sciences and biotech jobs793 openings · of 41
- #1Cities with the most jobs that do not need a four-year degree in New England390 jobs · of 14
- #1Best cities for AI-skill jobs in New England21% · of 28
- #1Best cities for software and engineering jobs in New England910 openings · of 24
- #1Best all-round cities for mid-career professionals in the Northeast71 / 100 · of 26
- #1Best all-round cities for mid-career professionals in New England71 / 100 · of 11
Rankings about customer success jobs
- Best cities for customer success jobs #1 New York (367 openings)
- Employers with the most customer success jobs #1 Gallagher (167 roles)
Customer Success jobs · Top Customer Success employers · All rankings
How AI is used in this kind of work
Among securities, commodities, and financial services sales agents, AI is already used for a large share of the tasks. Measured exposure for securities, commodities, and financial services sales agents: 44% (high).
Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.
About the job
...is a wealth management recruiting and consulting firm. This role is for one of our clients in Charlestown. To view other open roles, visit jobs.lead-advisor.com Client Service Associate Our client is an established boutique financial services firm located in historic Charlestown...