Client Services 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 communicationsSupport advisors in all aspects of client serviceManage the administration of custody accounts for ultra-high net worth clientsMonitor cash, execute money/asset transfers, wires, gifting, and investment trading activitiesCoordinate account openings/closings/transitionsEnsure proper set-up of client accounting statements and access to online systemsPosition offers excellent work/life balance, and comprehensive benefits,Hybrid ***** 2 days in officeRequires 2+ years related experience. Income tax experience a plusVery open to train public accounting professionals from audit or taxGreat potential for growth in a team oriented, non sales environmentProvides training and career path to senior advisor level

Created: 2025-02-19