« Back to Summary Apply now >

Client Service Professional

  • Compensation: $200,000 - $250,000 Per Year Plus Bonus
  • Location: New York , New York
  • Type: Perm
  • Job #21621

A prestigious multi-Family Office managing over $20 billion in assets is looking to expand their Client Service Team. The team is dedicated to providing exceptional service and support to the firm’s clients, overseeing investment implementation, execution, and administration.


  • Work closely with clients and team members on the implementation and ongoing administration of investment plans.
  • Engage with investment managers and service providers on the ongoing management and administration of client accounts.
  • Play a significant role in delivering an outstanding client experience.


  • 7+ years of client service experience at a leading wealth management firm.
  • Highly organized with the ability to manage multiple projects simultaneously.
  • Superior level of maturity to work comfortably and effectively with sophisticated clients and senior management.
  • Strong work ethic, attention to detail, and positive attitude.
  • Deep familiarity with the high-net-worth wealth management business and related investment products, operations, and considerations.
  • Strong interest in client relationships and wealth management processes and operations.
  • Ability to learn quickly and multitask while maintaining a strong attention to detail.
  • Team player with a positive, collaborative, and can-do attitude.
  • Ability to think critically and proactively assess situations.
  • Advanced communication skills (written and verbal).
  • Bachelor’s degree required.
Attach a resume file. Accepted file types are DOC, DOCX, PDF, HTML, and TXT.

We are uploading your application. It may take a few moments to read your resume. Please wait!

Like what you just read and think its worth sharing? Sharing is caring.