Client Service Associate
Core
Provides high-touch personal accounting, executive administrative support, and investment operations assistance to ultra-high net worth clients.
Role type
Client Service Associate (Personal Accounting & Executive Support)
Builds
Personal financial accounts, investment portfolios, and administrative workflows for ultra-high net worth individuals.
Domain
Wealth Management / Personal Financial Services
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
QuickBooks, Excel, Salesforce, bank reconciliation, 1099 processing, cash transfers, wire transfers, calendar management, CRM maintenance
Preferred skills
Fidelity platform familiarity, personal insurance policy knowledge, tax document preparation
Technologies
QuickBooks, Salesforce, Fidelity, Microsoft Office Suite
Responsibilities
Manage daily accounts payable and bill pay cycles; coordinate client meetings and travel logistics; process investment transactions and custodial paperwork; prepare financial and tax reports; serve as primary point of contact for client inquiries.
Seniority
Mid-level, hands-on IC