Servicing Advisor – Multi-Family Office

About the role

A New York–based multi-family office serving ultra-high-net-worth families is adding a Servicing Advisor to its team of professionals. This is a client-facing role owning day-to-day relationships and the operational service behind them.

• Serve as the primary day-to-day point of contact for assigned client relationships — fielding questions directly and managing follow-through to resolution
• Lead client onboarding end to end, and own the ongoing service of portfolios and individual and family client needs
• Develop deep familiarity with custodians' procedures and forms to execute operational items efficiently and answer related questions
• Prepare and send forms for physical or electronic delivery through Docu Sign
• Maintain accurate client information across all systems and records
• Prepare and review balance sheets, allocation reports, complex budgeting, estate and trust planning summaries, performance reports, cash flow analysis, and other client reports
• Conduct due diligence and prepare memos on investment structures, account transfers, and wealth strategies
• Support tax-aware analysis and coordinate with clients' accountants and attorneys on planning matters
• Research, implement, and help coordinate wealth strategies across traditional and alternative investments
• Own client meeting preparation and follow-up, and mentor junior analysts on the same
• Help drive various projects and firm-related initiatives
• Collaborate with clients' accountants, lawyers, trustees, security personnel, fine art advisors, personal assistants, and other outside advisors

• 3–5 years of relevant experience in a multi-family office, RIA, private bank, or wealth management firm, including direct client-facing responsibilities
• A track record of managing client relationships and serving as a trusted point of contact for sophisticated families and their advisors
• Comfort communicating with clients in person, by phone, and in writing — including sensitive, complex matters handled with discretion
• Ability to multitask at a high level, adapt to shifting priorities, and resolve action items independently
• Precision and clarity in a high-paced, demanding environment; ability to own and prioritize multiple client work streams
• Sound judgment and the maturity to escalate appropriately while operating with autonomy
• Strong attention to detail, organization, and verbal/written communication
• Sensitivity to confidential and personal client matters
• Strong technology skills, including Microsoft Office (Teams, Excel)
• Experience with Salesforce, Addepar, Canoe, Adhesion, and/or Docu Sign a strong plus
• Spanish speaking a plus
• BA/BS degree

• Health, dental, and vision insurance
• 401(k) with employer match
• Paid vacation and holidays
• Hybrid work
• Investment advisory benefits