Client Service Associate

RESPONSIBILITIES: ·       Serve as a point of contact for client service requests, ensuring timely execution and professional communication·       Support Relationship Managers with client meeting preparation, follow up, and ongoing relationship management·       Coordinate account openings, transfers and maintenance requests with custodians and clients·       Prepare and process investment and operational paperwork, ensuring accuracy and completeness·       Coordinate client cash movements and alternative investment activities, including subscription processing, capital call funding, and distributions·       Maintain accurate client records and documentation·       Assist with onboarding new clients·       Manage the tracking and distribution of K-1s and other client tax documents·       Assist with monthly and/or quarterly reporting deliverables·       Support billing, document management, and administrative processes as needed·       Proactively identify service opportunities, process improvements, and potential operational risksQUALIFICATIONS·       Bachelor's degree required, preferably in Business, Finance, Economics, or a related field·       2+ years of experience in a family office, RIA, wealth management firm, private bank, or similar financial services environment·       Absolute ability to maintain strict confidentiality of highly sensitive client information·       Strong attention to detail and organizational skills·       Outstanding client service and communication skills·       Ability to manage multiple priorities while meeting deadlines·       Strong problem-solving skills and a proactive approach to client needs·       Highly self-motivated and able to work effectively in a collaborative environment·       Understanding of investment accounts, wealth management terminology, and client service best practices·       Experience with custodial platforms such as Schwab Advisor Center or Fidelity Wealthscape preferred·       Experience with Salesforce, Wealth Hub, or similar CRM and workflow management systems preferred·       Experience with Addepar or a similar portfolio accounting and reporting platform preferred·       Experience with the Subscribe platform for alternative investment document management and workflow coordination preferred·       Strong proficiency in Microsoft Office applications, particularly Excel, Word, and Outlook