Senior Client Associate

The Senior Associate provides comprehensive support to our clients by working

closely with the Director of Client Service. A successful candidate will be

entrepreneurial, able to operate both independently and collaboratively, and

must be comfortable supporting relationships and projects with limited direction.

This role is ideal for those who wish to develop client advisory skills under the

guidance and mentorship of an experienced Director of Client Service.

In this role, your client service responsibilies include:

• Proactively support the Director of Client Service by providing excellent client

service and maintaining a high level of client satisfaction

• Prepare client meeting materials; may attend client meetings

• Manage completion of deliverables from start to finish with the Client Service

Associate and/or various internal and external parties as needed

• Assist in the production and maintenance of net worth statements, financial

plans, cash flow projections, and wealth forecasting models

• Review client portfolios and assist in the development, presentation, and

implementation of investment recommendations to clients, including portfolio

construction, proposals, rebalancing, phase-in planning, and quarterly

performance reviews

• Assist with the implementation of client portfolio trades, including execution,

margin maintenance, and settlement

• Coordinate with the Client Service Associate to ensure tasks and requests are

handled, including new client onboarding, account maintenance, new

investments, redemptions, transfers, and money movement requests

• Review clients’ quarterly performance reports and collaborate with Reporting

to identify and resolve issues

• Building trusted, collaborative relationships with our custodian’s operations

teams to properly and accurately execute cashiering, deposits, withdrawals,

and other types of transactions.

• Maintain accurate and up-to-date client records, ensuring confidentiality and

compliance with regulatory standards.

• Work closely with investment, legal, and tax professionals to facilitate client

requests and address specific needs.

• Participate in ongoing training and development opportunities to enhance

knowledge of family office services and industry trends.

• Responsible for training, coaching & mentoring new client service associates