Family Office Advisory, Analyst

Principal Responsibilities:

• Manage operations for client relationships and/or support Family Office Specialists, Relationship Managers, or Associate on certain large client relationships.
• Serve as a point of contact for day-to-day client service needs.
• Develop a thorough understanding of assigned clients’ expectations and preferences in order to serve as a knowledgeable client advocate and ensure tailored execution.
• Drive high client satisfaction through excellent customer service, prompt follow-up on client issues, and proactive problem-solving.
• Help maintain trusted relationships with key client intermediaries such as estate managers, chiefs of staff, and executive assistants.
• Work with legal counsel and tax advisers to implement wealth transfer strategies, tax planning, asset protection solutions, and philanthropic initiatives.
• Execute and manage the new client onboarding process and account transfers.
• Perform investment operations, bill pay, and lifestyle services for assigned clients with a focus on high-touch, seamless service.
• Help maintain partnerships with other internal teams on client service processes and workflow.
• Be an engaged culture carrier and participate in firmwide initiatives.
• Promote and ensure respect for client privacy and confidentiality in all matters.