Associate, Client

Greenwood Gearhart is a premier registered investment advisory (RIA) firm committed to delivering personalized, fiduciary-driven wealth management services to individuals, families, and institutional clients. We provide comprehensive financial planning, investment management, and advisory solutions, grounded in the highest standards of integrity, professionalism, and client care. We currently serve over 1100 families with $2.2 billion in assets under management.

Team: Client Experience – Family Office Services

Reports To: Madison Blalock – Director, Wealth Advisor

We are looking for a dynamic individual to join our team in a client service role exclusively serving ultra-high-net-worth families within our Family Office business unit. This position is ideal for a professional with RIA, multi-family office, or private banking experience who enjoys handling complex client needs, thrives on process excellence, and delivers white-glove service.

Client Onboarding: Shepherd a seamless new client onboarding experience with proactive communication at each step. Tasks include client profile setup in the CRM, account opening, beneficiary elections, asset transfers (ACATs, DTCs, rollovers, etc.), transfer reconciliations, complex asset research and re-registration, and client portal setup.

Account Service: Monitor and process annual RMDs, review account titling, beneficiaries, and trusted contacts, maintain current contact information, review client communication and tax document delivery preferences.

Technology: Navigate and maintain several technology platforms that support client relationships including CRM, portfolio reporting, financial planning, tax planning, estate planning, and more.

Client Meetings: Assist financial planners with document intake, organization, and review. Log and maintain meeting notes. Discern and implement meeting action items. Assist the client’s advisory team in measuring progress toward implementation goals.

Trust & Estate Coordination: Track estate plan documents, trustee actions, distribution calendars, insurance trust premiums, and beneficiary records.

Philanthropy: Support client DAFs and private foundations through contribution processing, grantmaking, and recordkeeping.

Family Engagement: Coordinate family meetings, prepare and print agendas, briefing materials, summaries, and meeting minutes. Monitor and execute on family gifting program, ensuring seamless processing and proactive communication to family members.

Cash Management: Monitor account cash levels, upcoming and future cash needs, and ensure timely cash flow processing.

Alternative Investments: Process capital calls and distributions, review investment titling, file subscription agreements, capital statements, and quarterly fund updates.

Tax Coordination: Integrate new, closed, or transferred asset information to annual tax organizer. Facilitate document flow to client CPAs. Schedule periodic or year-end tax planning calls with the client’s advisory team.

Concierge Services: Liaison with insurance agents and lenders to discern and respond to client underwriting needs. Securely store and organize sensitive client documentation. Assist financial planners and technology professionals in initiating external data access and third-party contact relationships for consolidated client reporting.

• Proficiency in Microsoft Office products
• 1-3 years of experience in an RIA, multi-family office, private bank, trust company, or related wealth management environment
• Ability to work independently and collaborate with a team
• Innovative, identifies opportunities to streamline workflows and improve client experience
• Impeccable attention to detail, confidentiality, and follow-through
• Ability to prioritize multiple time-sensitive tasks

Preferred:

• Series 65 license
• Strong grasp of Family Office domains – entity/trust fundamentals, tax return and tax form basics, cash management, philanthropy workflows, and alternative investment logistics
• Demonstrated client service excellence with UHNW/HNW families
• Experience with Charles Schwab, Salesforce platforms, and/or Black Diamond