What are the responsibilities and job description for the Client Service Associate - Wealth Management position at Connect Search, LLC?
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