Client Services Associate

Private Client Services Associate for a High-Net-Worth Family Office

Exclusive opportunity with a Korn Ferry client

Are you the type of person who thrives on keeping a dozen moving pieces organized while delivering exceptional white-glove service? Our Korn Ferry client is seeking a Private
Client Services Associate to support ultra-high-net-worth family office in a dynamic, relationship-driven environment.

This is a rare opportunity to step into a highly visible role where no two days are the same. You ll serve as a trusted resource, coordinating critical client services, managing complex projects, overseeing insurance administration, facilitating bill payment activities, and ensuring important deadlines never slip through the cracks.

• Coordinate and manage personal and business insurance renewals, claims, and related administration
• Oversee bill payment activities for multiple family clients, ensuring accuracy, timeliness, and proper documentation
• Manage a variety of projects and deadlines, including property-related matters, travel logistics, licenses, passports, and other client-service needs
• Organize and maintain important documents, records, and client information
• Support internal operations through meeting coordination, SharePoint administration, database updates, and team collaboration
• Serve as a proactive problem-solver and trusted point of contact for a variety of client requests

• BA/BS degree from accredited college or university preferred
• 5+ years of professional experience in client services, private banking, wealth management, insurance, high-net-worth family office, concierge services, or another high-touch service environment
• Financial tracking and analytical thinking skills
• Exceptional organizational and project management skills
• Strong attention to detail and follow-through
• Ability to manage multiple priorities with discretion and professionalism
• Outstanding written and verbal communication skills
• A customer-service mindset with the ability to anticipate needs and solve problems
• Experience supporting High-Net-Worth individuals, families or similar UHNW/HNW Client Services is highly preferred

• Unique "unicorn" role blending client service, project management, operations, and relationship management
• Opportunity to work closely with high-net-worth family clients and become a trusted advisor/resource
• High visibility and exposure across a wide variety of responsibilities
• Diverse, interesting work that goes far beyond a traditional administrative or customer service role
• Stable, well-established organization with a strong reputation
• Collaborative, team-oriented culture
• Opportunity to make a meaningful impact while developing a broad and valuable skill set

If you re a polished, service-oriented professional who enjoys solving problems, managing details, and making life easier for clients, we d love to hear from you.