Client Service Associate

Established Multi-Family Office seeks a Client Service Associate to service UHNW clients by providing full suite of family office services. Act as the daily point of contact for receiving/responding to client communications, support advisors in all aspects of client service, manage administration of custody accounts, monitor cash, execute money/asset transfers, wires, gifting, and investment trading activities, coordinate account openings/closings/transitions, ensure proper set-up of client accounting statements and online access. Hybrid model: 2 days in office. Provides training and career path to senior advisor level. Income tax experience a plus; open to train public accounting professionals from audit or tax; great potential for growth in a team oriented, non-sales environment.