Family Office - Client Service Associate

Your Role - Strategic Partnership

Partner with Lead Advisors to design and implement strategies that address the unique needs of high-net-worth families.

Attend select client meetings to analyze discussions, identify follow-up needs, and determine appropriate next steps to ensure seamless execution.

Act as a trusted liaison for families, custodians, and external partners, exercising judgment in communications and decision-making.

Evaluate client requests, recommend solutions, and oversee execution with a focus on accuracy, timeliness, and confidentiality.

Your Role – Data & Process Stewardship

Collect, analyze, and maintain complex financial, legal, and personal data within CRM (Salesforce) and other firm systems; ensure ongoing data integrity.

Evaluate documentation related to client onboarding, implementation, and ongoing client needs; determine the appropriate path to resolution.

Oversee money movement requests (capital calls, distributions, trades, transfers) to confirm accuracy, appropriateness, and compliance before approval.

Manage complex and strategic calendaring needs for families and internal stakeholders, ensuring alignment with client priorities and business objectives.

Your Role – Client Experience Leadership

Partner with advisors to oversee onboarding, implementation, and ongoing engagement for strategic and complex families.

Professionally represent the firm in direct interactions with clients, families, custodians, and external partners.

Attend select client meetings, determine follow-up actions, and drive seamless execution.

Lead quality control efforts to mitigate risk and maintain accuracy across all client deliverables.

Identify opportunities to enhance the client experience and implement initiatives that strengthen relationships and reflect our culture.

Collaborate with internal teams on strategic projects that advance the Family Office offering.

Your Experience

1 – 4 years of experience in a professional services, financial services, or family office or multi-family office environment, with direct client-facing responsibilities.

Undergraduate degree desired; Business, Economics, Finance, or Accounting degree preferred

Skills & Attributes

Professional presence with excellent communication skills, capable of engaging confidently with clients, advisors, and external partners.

Self-motivated and takes pride in providing exceptional support to clients and the team

Strong organization skills, excellent attention and accuracy to detail

Ability to handle sensitive client information with discretion and professionalism

Proficiency in Microsoft Office Suite required; Salesforce experience a plus

This role is an in-office, full-time, and exempt position; we are a work-from-office culture with flexibility

Compensation

Pay: $90,000 - $110,000 per year

Ownership & Financial Wellbeing

Fully paid medical, dental, and vision coverage for employees

401(k) with 100% match up to 3% of annual compensation

Equity ownership opportunities for every employee

New Business Incentive Program

Generous employee referral bonus

Cell phone data reimbursement

Financial planning services discount for employees and immediate family members

Time & Flexibility

Minimum 3 weeks PTO starting Day 1

Winter Break, Summer Friday flex-days, and 10 paid holidays

Unlimited Volunteer Time Off plus company grant matching

Heavily subsidized transit

Growth & Development

100% reimbursement for required training, certifications, licensing, and dues

Personal career development plans

Richer Life Business Partner (coaching for all employees)

Mindful Emotional & Social Intelligence training

Annual professional & personal wellbeing stipend

Connection & Community

Quarterly team-building events

Regular social events

Employee-led book clubs, committees, and affinity groups

Family & Milestones

Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)

Adoption benefits

Anniversary milestone celebrations, including a 3-month paid sabbatical at 10 years