What are the responsibilities and job description for the Client Success Associate, Ascend Family Office position at Interplay?
LOCATION
New York, NY (hybrid work - required to be in office 2-3 days/week)
ABOUT THE ROLE
Ascend Interplay is a multi-family office seeking to grow our member services team. The ideal candidate is acutely organized and well-versed in prioritizing a variety of tasks and projects, working alongside internal investment and operations teams to address client needs and drive progress. A detail-oriented and proactive mentality is critical in delivering tailored solutions to each member family, applying thoughtful analytical and communication skills against a dynamic, goal-driven environment.
WHAT YOU’LL DO
- Support the member services team in coverage of family principals, bridging internal teams, vendors, and custodians to foster an unparalleled, high-touch experience that anticipates and exceeds client expectations.
- Assist in driving solutions for member families, across recurring agenda items and special projects.
- Research and formulate applicable tax strategies, estate planning strategies, and insurance strategies, coordinating with domain experts as needed.
- Collaborate with investment team on customized asset allocation and cash management plans, from formulation to execution.
- Help track investment progress and performance for both internal and external reporting purposes.
- Assist in the onboarding of new families and expanding client service offering.
- Monitor and abide by compliance guidelines within SEC requirements to safeguard both the firm and its clients.
WHO YOU ARE
- A self-starter and motivated to learn. You get things done, find a way around walls and pursue excellence.
- A versatile problem solver who can handle a multitude of responsibilities and is not afraid to get their hands dirty.
- A highly organized and capable multi-tasker, managing priorities and deadlines while maintaining high quality and professionalism.
- An empathetic listener who builds genuine, trust-based relationships with clients, understanding unique needs and constraints.
- A team player with excellent interpersonal skills, open to receiving and providing constructive feedback.
- An effective communicator, displaying comfort and confidence when interacting with high-profile clients, senior leadership, and cross-team colleagues.
REQUIRED SKILLS
- A strong understanding of financial markets, investments, and financial planning.
- 3 years of proven experience in client success, client service, or a similar role.
- High emotional intelligence (EQ) is essential.
- High degree of familiarity with client relationship management and customer service best practices.
- Excellent communication and presentation skills.
COMPENSATION
- 120k base comp discretionary bonus (~ $30k)