UHNW Family Office Client Services Advisor
Collyde, Inc.
Collyde, Inc., a New York-based multi-family office serving ultra-high-net-worth families, is seeking a Servicing Advisor. This client-facing role is hybrid in NYC, with you as day-to-day point of contact for a set of sophisticated families, leading onboarding and owning service behind their portfolios across custodians, reporting, and the accountants, attorneys, and advisors in each family's orbit. You’ll handle sensitive matters with discretion, manage multiple client workstreams, and drive #J-18808-Ljbffr Collyde, Inc.
Vacancy posted 4 days ago
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