Client Service Associate


Financial Services


New York, New York

Employment Type



One of our clients, a prestigious single-family office in NYC is in the process of launching a multi-family office arm in June. The CIO is looking to hire an Associate (at the mid or senior level) who will help oversee the client service function of the new entity. Ideally, this new hire will have experience working with institutional and UHNW clients.

Compensation : $105000 - $140000
Job ID : 29421

Job Function:

  • Direct point of contact for HNW and UHNW individuals
  • Spearhead the firm's operations and client service responsibilities
  • Build out internal processes and procedures as the firm scales out its business   

Job Requirements:

  • 2 to 6 years of relevant client service/wealth management experience (preferably in the independent wealth management channel)
  • Client facing experience with HNW and UHNW individuals
Disclosure: The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted a guarantee of a certain compensation package for a position or bona fide offer of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.