Client Service Associate

We are seeking a detail-oriented and client-focused Client Service Associate to deliver comprehensive wealth management services to UHNW families.

• Organize and prepare materials for regular client meetings
• Attend and participate in client meetings, prepare follow-up letters and action lists
• Monitor and implement client‑agreed action items, working directly with clients to ensure proper execution of all investment documents
• Review quarterly client reporting and participate in calls to review the materials
• Assist in developing and implementing customized asset allocation and wealth transfer strategies
• Collaborate with clients' outsourced tax, legal, and other experts to facilitate planning goals
• Assist in preparing new business development presentations as needed
  
  Participate in other internal firm initiatives

• Bachelor's degree in financial services or relevant field
• Minimum 3 years of experience in financial services, tax, family office, or investment with high net‑worth families
• CFP, CPA or MBA a plus
• Strong commitment to providing exceptional client service in a team‑oriented environment
• Consistently high attention to detail, accuracy, and thoroughness
• Strong analytical skills
• Outstanding written and oral communication skills
• Proficiency in Microsoft Office, particularly Excel