Family Office - Client Service Associate

Your Role - Strategic Partnership

• Partner with Lead Advisors to design and implement strategies that address the unique needs of high-net-worth families.
• Attend select client meetings to analyze discussions, identify follow-up needs, and determine appropriate next steps to ensure seamless execution.
• Act as a trusted liaison for families, custodians, and external partners, exercising judgment in communications and decision-making.
• Evaluate client requests, recommend solutions, and oversee execution with a focus on accuracy, timeliness, and confidentiality.

Your Role – Data & Process Stewardship

• Collect, analyze, and maintain complex financial, legal, and personal data within CRM (Salesforce) and other firm systems; ensure ongoing data integrity.
• Evaluate documentation related to client onboarding, implementation, and ongoing client needs; determine the appropriate path to resolution.
• Oversee money movement requests (capital calls, distributions, trades, transfers) to confirm accuracy, appropriateness, and compliance before approval.
• Manage complex and strategic calendaring needs for families and internal stakeholders, ensuring alignment with client priorities and business objectives.

Your Role – Client Experience Leadership

• Partner with advisors to oversee onboarding, implementation, and ongoing engagement for strategic and complex families.
• Professionally represent the firm in direct interactions with clients, families, custodians, and external partners.
• Attend select client meetings, determine follow-up actions, and drive seamless execution.
• Lead quality control efforts to mitigate risk and maintain accuracy across all client deliverables.
• Identify opportunities to enhance the client experience and implement initiatives that strengthen relationships and reflect our culture.
• Collaborate with internal teams on strategic projects that advance the Family Office offering.

Your Experience

• 1 – 4 years of experience in a professional services, financial services, or family office or multi-family office environment, with direct client-facing responsibilities.
• Undergraduate degree desired; Business, Economics, Finance, or Accounting degree preferred

Skills & Attributes

• Professional presence with excellent communication skills, capable of engaging confidently with clients, advisors, and external partners.
• Self-motivated and takes pride in providing exceptional support to clients and the team
• Strong organization skills, excellent attention and accuracy to detail
• Ability to handle sensitive client information with discretion and professionalism
• Proficiency in Microsoft Office Suite required; Salesforce experience a plus
• This role is an in-office, full-time, and exempt position; we are a work-from-office culture with flexibility

Compensation

Pay: $90,000 - $110,000 per year Ownership & Financial Wellbeing
• Fully paid medical, dental, and vision coverage for employees
• 401(k) with 100% match up to 3% of annual compensation
• Equity ownership opportunities for every employee
• New Business Incentive Program
• Generous employee referral bonus
• Cell phone data reimbursement
• Financial planning services discount for employees and immediate family members
 Time & Flexibility
• Minimum 3 weeks PTO starting Day 1
• Winter Break, Summer Friday flex-days, and 10 paid holidays
• Unlimited Volunteer Time Off plus company grant matching
• Heavily subsidized transit
 Growth & Development
• 100% reimbursement for required training, certifications, licensing, and dues
• Personal career development plans
• Richer Life Business Partner (coaching for all employees)
• Mindful Emotional & Social Intelligence training
• Annual professional & personal wellbeing stipend
 Connection & Community
• Quarterly team-building events
• Regular social events
• Employee-led book clubs, committees, and affinity groups
 Family & Milestones
• Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)
• Adoption benefits
• Anniversary milestone celebrations, including a 3-month paid sabbatical at 10 years