Client Service Associate

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. ResponsibilitiesPrepare 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 QualificationsBachelors degree required 2+ years of experience in wealth management, family office, financial planning, tax, or investment roles