Client Service Associate

A well-established wealth management and family office platform is seeking a Client Advisory Associate to support senior advisors serving ultra-high-net-worth families. This role offers broad exposure to client service, investments, and planning execution in a highly collaborative environment.

Responsibilities

• Prepare materials for client meetings and participate in meetings and follow-ups
• Track and execute client-approved action items, including investment documentation
• Review quarterly reporting and participate in client review calls
• Support asset allocation, investment, and wealth transfer planning initiatives
• Coordinate with external tax, legal, and advisory partners
• Assist with business development materials and internal projects

Qualifications

• Bachelor’s degree required
• 2+ years of experience in wealth management, family office, financial planning, tax, or investment roles