Client Service Associate
Core
Support Advisors and internal specialists to deliver family office services to UHNW individuals and families.
Role type
Client Service Associate
Builds
Family office services for UHNW clients
Domain
Wealth Management / Family Office
Deliverable
client delivery
Required skills
CRM management, calendar and travel coordination, administrative support, document organization, Microsoft Office proficiency
Preferred skills
Wealth management experience, Salesforce experience, Excel proficiency
Responsibilities
Track and organize client requests, manage CRM data, coordinate with external advisors, prepare client meeting materials, handle general administrative tasks
Seniority
Entry-level to Junior
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