Client Service Associate - Wealth Management

Overview A well-established wealth management and family office platform is seeking a Client Advisory Associate to support senior advisors serving ultra-high-net-worth families. This role offers broad exposure to client service, investments, and planning execution in a highly collaborative environment. Responsibilities Prepare materials for client meetings and participate in meetings and follow-ups Track and execute client-approved action items, including investment documentation Review quarterly reporting and participate in client review calls Support asset allocation, investment, and wealth transfer planning initiatives Coordinate with external tax, legal, and advisory partners Assist with business development materials and internal projects Qualifications 2+ years of experience in wealth management, family office, financial planning, tax, or investment roles #J-18808-Ljbffr Connect Search, LLC