Client Service Associate
Established Multi-Family Office seeks a Client Service Associate to service their UHNW clients by providing full suite of family office services.
- Act as the daily point of contact for receiving/responding to client communications
- Support advisors in all aspects of client service
- Manage the administration of custody accounts for ultra-high net worth clients
- Monitor cash, execute money/asset transfers, wires, gifting, and investment trading activities
- Coordinate account openings/closings/transitions
- Ensure proper set-up of client accounting statements and access to online systems
- Position offers excellent work/life balance, and comprehensive benefits,
- Hybrid model: 2 days in office
- Requires 2+ years' related experience. Income tax experience a plus
- Very open to train public accounting professionals from audit or tax
- Great potential for growth in a team oriented, non sales environment
- Provides training and career path to senior advisor level
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