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-upsTrack and execute client-approved action items, including investment documentationReview quarterly reporting and participate in client review callsSupport asset allocation, investment, and wealth transfer planning initiativesCoordinate with external tax, legal, and advisory partnersAssist with business development materials and internal projectsQualificationsBachelor’s degree required2+ years of experience in wealth management, family office, financial planning, tax, or investment roles