Client Services Associate

Client Services Associate

We are seeking a client-focused, detail-oriented professional to join a growing wealth management and family office team. This role will serve as a key point of contact for clients, providing high-touch service and operational support across investment, planning, and administrative needs. The ideal candidate is proactive, organized, and thrives in a collaborative environment while delivering exceptional client experiences.

$/yr - $/yr

This range is provided by Money, Inc. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

• Serve as a primary contact for clients, handling inquiries, account requests, and documentation needs.
• Manage the onboarding process for new clients, including data collection, account setup, and expectation management.
• Provide personalized support to meet the unique needs of high-net-worth clients and their families.
• Maintain CRM and portfolio management systems to ensure accuracy and efficiency.
• Collaborate with internal teams to ensure seamless execution of client requests and business initiatives.
• Assist with the preparation of reports, presentations, and marketing materials.

• 3-5+ years of relevant experience in financial services, wealth management, or a family office environment.
• Strong understanding of investment, financial planning, or estate planning concepts.
• Professional demeanor, integrity, and ability to work with discretion.
• Excellent communication and relationship management skills.
• Strong organizational skills and attention to detail, with the ability to manage multiple priorities.
• Proficiency in Microsoft Office and experience with CRM or portfolio management systems.

Associate

Full-time

Analyst, Finance, and General Business

Venture Capital and Private Equity Principals, Financial Services, and Investment Management

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