Client Service Associate
Windward Recruiting
We are seeking a detail-oriented and client-focused Client Service Associate to deliver comprehensive wealth management services to UHNW families.
DUTIES & RESPONSIBILITIES- Organize and prepare materials for regular client meetings
- Attend and participate in client meetings, prepare follow-up letters and action lists
- Monitor and implement client-agreed action items, working directly with clients to ensure proper execution of all investment documents
- Review quarterly client reporting and participate in calls to review the materials
- Assist in developing and implementing customized asset allocation and wealth transfer strategies
- Collaborate with clients' outsourced tax, legal, and other experts to facilitate planning goals
- Assist in preparing new business development presentations as needed
- Participate in other internal firm initiatives
- Bachelor's degree in financial services or relevant field
- Minimum 3 years of experience in financial services, tax, family office, or investment with high net-worth families
- CFP, CPA or MBA a plus
- Strong commitment to providing exceptional client service in a team-oriented environment
- Consistently high attention to detail, accuracy, and thoroughness
- Strong analytical skills
- Outstanding written and oral communication skills
- Proficiency in Microsoft Office, particularly Excel
The total compensation package includes a competitive base salary and bonus opportunity, structured to reflect the candidate's prior experience, demonstrated impact, and future growth potential.
Vacancy posted 4 days ago
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