Client Service Associate

Established Multi-Family Office seeks a Client Service Associate to service their UHNW clients by providing full suite of family office services.

• Act as the daily point of contact for receiving/responding to client communications
• Support advisors in all aspects of client service
• Manage the administration of custody accounts for ultra-high net worth clients
• Monitor cash, execute money/asset transfers, wires, gifting, and investment trading activities
• Coordinate account openings/closings/transitions
• Ensure proper set-up of client accounting statements and access to online systems
• Position offers excellent work/life balance, and comprehensive benefits,
• Hybrid model: 2 days in office
• Requires 2+ years' related experience. Income tax experience a plus
• Very open to train public accounting professionals from audit or tax
• Great potential for growth in a team oriented, non sales environment
• Provides training and career path to senior advisor level