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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
Full Time
$84k-108k (estimate)
06/10/2024
07/06/2024
The job skills required for Senior Client Associate include Client Service, Confidentiality, etc. Having related job skills and expertise will give you an advantage when applying to be a Senior Client Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Senior Client Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Senior Client Associate positions, which can be used as a reference in future career path planning. As a Senior Client Associate, it can be promoted into senior positions as a Customer Service Representative II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Senior Client Associate. You can explore the career advancement for a Senior Client Associate below and select your interested title to get hiring information.