Client Service Associate - Family Office Services

Client Service Associate – Family Office Services

Position Summary

Our client, a cutting-edge provider of comprehensive wealth management and family office services, is seeking a highly organized and client-focused Client Service Associate to support the complex needs of high-net-worth and ultra-high-net-worth families, family offices, and their advisors. This role serves as a key relationship support professional, coordinating client service activities, facilitating communications among multiple stakeholders, and ensuring the seamless execution of wealth management, investment, and administrative services.

The ideal candidate is detail-oriented, proactive, and capable of managing sophisticated client relationships involving family members, trustees, attorneys, accountants, and other professional advisors. This position requires discretion, professionalism, and a commitment to delivering a white-glove client experience. This is an in-office position, based in their central NJ location.

Key Responsibilities

Family Office Client Service

• Serve as a primary point of contact for family office clients and their designated representatives.
• Provide exceptional, concierge-level service to multi-generational families and high-net-worth individuals.
• Coordinate communications among family members, advisors, attorneys, accountants, trustees, and other external professionals.
• Respond promptly to client requests, inquiries, and service needs while maintaining the highest standards of confidentiality.
• Develop a deep understanding of each family's structure, goals, preferences, and service requirements.

Wealth Management & Account Administration

• Assist with onboarding new family office relationships and investment accounts.
• Coordinate account openings, transfers, distributions, cash management requests, and other client transactions.
• Monitor account activity and ensure timely processing of client-directed actions.
• Prepare and distribute account reports, investment summaries, performance materials, and meeting documentation.
• Maintain accurate records and documentation across CRM and portfolio management systems.

Coordination of Family Office Services

• Support the administration of trusts, family entities, foundations, and other wealth structures.
• Coordinate document collection and reporting for annual tax preparation and financial reviews.
• Track client deliverables, deadlines, and ongoing projects across multiple service providers.

Qualifications

Required

• Bachelor's degree in Finance, Business Administration, Accounting, Communications, or a related field, or equivalent professional experience.
• 1-2 years of experience in wealth management, family office services, private banking, trust administration, or a related client service role.
• Strong organizational and project management skills with exceptional attention to detail.
• Excellent interpersonal, written, and verbal communication abilities.
• Ability to manage multiple priorities while maintaining a high level of accuracy and professionalism.
• Demonstrated ability to handle sensitive and confidential information.

Preferred

• Experience supporting family offices, ultra-high-net-worth families, or multi-family office clients.
• Familiarity with trust structures, estate planning concepts, private investments, and family governance frameworks.
• Experience with CRM systems, portfolio accounting platforms, and custodial systems.
• Knowledge of wealth transfer and family office operations.

Core Competencies

• White-glove client service
• Relationship management
• Discretion and confidentiality
• Attention to detail
• Project coordination
• Problem-solving and critical thinking
• Professional communication
• Team collaboration
• Adaptability and ownership mentality

Benefits & Perks

Our client offers a comprehensive benefits package designed to support the health, financial well-being, professional development, and work-life balance of our team members, including:

• Competitive salary and performance-based bonus opportunities
• Comprehensive medical, dental, and vision insurance
• Health Savings Account (HSA) and Flexible Spending Account (FSA) options
• Employer-paid life and disability insurance
• 401(k) retirement plan with employer matching contributions
• Paid time off, company holidays, and paid parental leave
• Opportunities for career advancement within a growing wealth management and family office platform

What Success Looks Like

• Delivers an exceptional service experience for family office clients and their advisors.
• Coordinates complex requests efficiently and accurately.
• Develops trusted relationships with family members and professional advisors.
• Maintains flawless documentation and operational execution.
• Anticipates client needs and proactively addresses service opportunities.
• Contributes to the long-term retention and growth of family office relationships.

The above requirements and qualifications are meant to describe the general nature of the position and do not represent all duties to be performed by the selected candidate. Please note that only candidates who are under consideration for the position will be contacted. The Company is an equal opportunity employer. All employment is decided on basis of qualifications, merit, and business needs without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.