What are the responsibilities and job description for the Client Service Associate position at NPA WorldWide?
Job description : Established Multi-Family Office seeks a Client Service Associate to service their UHNW clients by providing full suite of family office services.Act as the daily point of contact for receiving / responding to client communicationsSupport advisors in all aspects of client serviceManage the administration of custody accounts for ultra-high net worth clientsMonitor cash, execute money / asset transfers, wires, gifting, and investment trading activitiesCoordinate account openings / closings / transitionsEnsure proper set-up of client accounting statements and access to online systemsPosition offers excellent work / life balance, and comprehensive benefits,Hybrid model : 2 days in officeRequires 2 years' related experience. Income tax experience a plusVery open to train public accounting professionals from audit or taxGreat potential for growth in a team oriented, non sales environmentProvides training and career path to senior advisor level Qualifications : Requires 2 years' related experience. Income tax experience a plusVery open to train public accounting professionals from audit or tax Why is This a Great Opportunity : Great potential for growth in a team oriented, non sales environmentProvides training and career path to senior advisor level
