Our client is a well-established, Multi Family Office specializing in comprehensive wealth management services for high-net-worth individuals and families.
With a focus on delivering personalized solutions, they offer a range of services, fiduciary services, investment management, philanthropic advisory, and family office support.
We’ve been retained to find an Associate Client Advisor to support Senior Client Advisors with client management in personal trust and investment management.
This position is critical in meeting the needs of clients, trust beneficiaries, co-fiduciaries, and internal teams. The role offers exposure to a broad range of responsibilities and requires a high level of service delivery.
The Associate Client Advisor will be a key member of the advisory team and will help deliver high-touch service in the Western region and nationally, with a focus on their local market.
Primary Responsibilities
- Partner with Senior Advisors to carry out the day-to-day delivery of wealth advisory services for Ultra High Net Worth Clients.
- Manage account transactions such as wire transfers, ACH disbursements, bill payments, fund redemptions and purchases, and opening / closing accounts.
- Collaborate with the investment team to monitor cash balances, transfer proceeds, and facilitate client requests for purchases, sales, or gifting.
- Coordinate asset transfers for new or terminating accounts.
- Prepare correspondence, reports, spreadsheets, and assist with presentations and marketing materials.
- Calculate payments to trust beneficiaries and coordinate tax-related information with the tax department.
- Assist with maintaining client records and contact management systems.
- Support the production of reports, client reviews, and other administrative tasks as needed.
Associate Client Advisor Requirements :
- 2 plus years of related experience UHNW Client Support and investment experience preferably trust and estates.
- Degree, MBA preferred.
- Designation : CFP, CTFA, CAIA, CFA, or CIMA a plus.
- Excellent communication skills written and verbal, as well as superior analytical skills.
- High proficiency with Microsoft Excel, PowerPoint, and Word with ability to quickly learn new systems.
- Direct client contact experience preferred.
Associate Client Advisor Rewards- If you qualify for this opportunity, the Firm offers the below :
- Opportunities to work with large, complex portfolios and direct client interaction with UHNW individuals / families / endowments.
- Tremendous long-term career opportunity with continued growth and professional development.
- High visibility internally, providing growth opportunities.
- Well-established prominent multi-family office.
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