A values-driven, multi-family office is seeking a detail-oriented and collaborative Client Service Associate to support their high-net-worth clients and advisory teams. This is a hands-on role providing operational and administrative support across investment, estate, tax, and philanthropic services within a multi-family office environment. The ideal candidate is proactive, tech-savvy, and thrives in a high-integrity, client-first culture.

This role is perfect for someone who loves working behind the scenes to make a real difference in clients’ lives and enjoys the structure and learning that comes with complex wealth management.

Salary Range: $75,000 – $90,000 / year DOE

Client Service Associate Responsibilities:

• Serve as a primary operational and administrative point of contact for clients and advisors
• Manage client data and documentation across CRM, Excel, DocuSign, and Adobe systems
• Coordinate investment and custodial account tasks
• Support calendar management, meeting prep, and communications for client teams
• Ensure timely and accurate execution of service requests, transactions, and account maintenance
• Contribute to project work and process improvement initiatives within the client services team
• Maintain a high level of confidentiality and professionalism at all times

Client Service Associate Requirements:

• 3–7+ years of experience in financial services or a multi-family office, wealth management preferred
• Prior experience with custodians like Schwab and Fidelity is required
• Familiarity with CRM systems and Microsoft Excel
• Excellent organizational skills and a high attention to detail
• Ability to manage multiple priorities while maintaining a client-first mindset
• Bachelor’s degree or equivalent experience
• Entrepreneurial and proactive mindset — comfortable taking ownership of projects
• Experience with QuickBooks, DocuSign, and Adobe tools is a plus
• Prior exposure to estate, tax, or investment processes
• A long-term interest in client services is preferred

Benefits:

• Competitive base salary
• Discretionary profit-sharing plan
• 100% employer-paid medical, dental, and vision insurance
• 401(k) with company match
• Paid holidays
• Generous PTO
• Flexible hybrid schedule
• Ongoing career development & continuing education support

Apply now!

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