Client Services Associate

We are a boutique, family-run wealth advisory practice serving high-net-worth and ultra-high-net-worth families and their closely held businesses. Our firm has been around since 1969, and we take a highly personal, hands‑on approach that is very different from a large corporate environment. Here, you are not a number—you are a core member of a close-knit team.

• Serve as a primary point of contact for clients, delivering high‑touch, professional service.
• Coordinate and manage client meetings, including scheduling, confirmations, and follow‑up.
• Handle event and venue bookings for client appreciation events and educational workshops.
• Support account opening, maintenance, archiving all documents and emails electronically and service requests with a focus on accuracy and timeliness.
• Help manage workflows in a fast‑paced environment, ensuring nothing falls through the cracks.
• Collaborate closely with advisors and team members to enhance the overall client experience.
• Assist with financial plan analysis for prospective and current clients.

• Strong communication and interpersonal skills; genuinely enjoys helping people.
• Very social, outgoing personality, comfortable engaging with sophisticated clientele.
• Outstanding customer service mindset with a professional, warm demeanor.
• Proven ability to multi‑task and prioritize in a fast‑paced setting.
• High attention to detail and accuracy in all work.
• Excellent organizational and follow‑through skills.
• Critical thinking skills and the ability to anticipate next steps.
• Team player who thrives in a collaborative, small‑firm environment.
• Excited by a very fast‑paced, high‑learning environment with ongoing growth and responsibility.

• Variable compensation component, eligibility beginning within three months of hire.
• Paid time off.

If you’re looking for a role where you can have real impact, build deep relationships with clients, and grow with a boutique family practice that has been serving clients since 1969, we’d like to hear from you.