Client Service Associate
ECG Resources
Established Multi-Family Office seeks a Client Service Associate to service their 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 the administration of custody accounts for ultra-high net worth clients 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 access to online systems Position offers excellent work/life balance, and comprehensive benefits, Hybrid model: 2 days in office Requires 2+ years' related experience. Income tax experience a plus Very open to train public accounting professionals from audit or tax Great potential for growth in a team oriented, non sales environment Provides training and career path to senior advisor level #J-18808-Ljbffr ECG Resources
Vacancy posted 1 day ago
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