Senior Analyst, Client Service - NY

Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. Our clients have made extraordinary contributions to business, philanthropy, government, and society. Our team is composed of empathetic problem solvers with depth and diversity of experience. We embrace complexity and navigate challenges to empower clients to achieve their optimal outcomes.Our mission is to enhance lives and legacies.Senior Analyst, Client ServiceNew York, New York Your RoleWe are looking for a Senior Analyst on our Client Service team to support the growth of our firm. Primary responsibilities include: Providing exceptional service while anticipating client needs and concerns, and proactively delivering solutions for all aspects of client relationshipsSupporting complex client onboarding and investment account opening processes including subscription documentation for private investmentsParticipate in working with custodian service teams to facilitate client activityAssisting experienced team members as a liaison with client's other trusted advisors such as accountants, attorneys, lenders and insurance advisorsCreating and maintaining client and partner data in Salesforce and other systemsMonitoring and assisting with client inquiries and issues, and escalating complex issues to the appropriate team member, as needed, across a variety of family office-focused areas, including major purchases, philanthropic grant-making, and personal staffingManaging risk and assisting the Firm in adhering to regulatory compliance and operational policies and proceduresAssisting with managing cash positions, money movements, and private banking services for clients as neededAbout YouHave at least 2-3 years of experience in professional client service or operations work in financial services; preferably within private wealth management, either with an RIA or with a multi-family officeBachelor's degree preferredPossess a service-oriented mindset and are motivated to help othersAre well-organized and deadline-drivenAre proactive and possess strong follow-up and organizational skillsPay attention to the details and are accurate without losing sight of the big pictureManage multiple priorities simultaneouslyEnjoy collaborative environments and communicate effectively with a broad range of stakeholdersEnjoy solving problems - if you don't know the answer, you'll dig until you find itLove taking on challenges and finding creative solutionsDoesn't get flustered easilyAre discreet in handling sensitive and confidential informationWork well independently and as part of a teamCompensation & BenefitsCompensation at Jordan Park includes a base salary, discretionary year-end bonus, benefits and other perks. We apply a total reward philosophy when determining compensation terms.The expected base salary for this role in New York, New York will range from $100,000 - $110,000 per year commensurate with experience, job-related skills, relevant education, licenses and certifications, and other business and organizational needs.Our benefits package includes: Medical, dental & vision insurance - 100% of premium covered for employees401k participation with employer contributionGenerous paid time off Commuter benefits program (pre-paid tax dollars towards your commute)Fitness ReimbursementAnnual Professional Development StipendWe are empathetic problem solvers and subject matter experts, committed to serving clients at the highest level of trust and partnership. Our hallmarks of responsiveness, availability, dependability, and competency are our highest priorities.Jordan Park is always seeking great talent. We are proud to be an equal opportunity employer, and we consider qualified applicants without regard to race, color, religion, sex, national origin, ancestry, age, genetic information, sexual orientation, gender identity, marital or family status, veteran status, medical condition or disability. We comply with the San Francisco Fair Chance Ordinance and will consider for employment qualified applicants with arrest and conviction records.For information about our privacy practices, including disclosures for California residents, please see our Privacy NoticeJordan Park is an SEC-registered investment adviser (RIA).

Created: 2025-02-16