Family Office Client Services Associate

Support affluent families through client service and financial reporting at Prime Quadrant as a Family Office Associate. Bring organization and accuracy.

This Family Office Associate supports the Family Office Solutions team with client service, reporting, administration, and accounting and tax compliance needs. You will collaborate with Investment Consulting, Operations, and Compliance teams while supporting existing client families. The work includes preparing materials, maintaining records, reconciling reports, and coordinating follow-through.

• Support relationship management for existing client families
• Prepare, review, and present client meeting materials
• Respond to client and third-party inquiries
• Maintain accurate reporting and relationship management records
• Coordinate client communications and meeting schedules

• University degree or college diploma, ideally in finance or business
• Financial services experience through co-op, internship, or full-time work
• Strong organization, accuracy, communication, and documentation skills
• Microsoft Office and digital task-management proficiency
• Strong English writing and oral communication skills

Apply client-service, reporting, organization, and communication skills while supporting Prime Quadrant’s affluent families and consulting teams.