Client Services Associate

A highly respected single family office is seeking a polished and detail-oriented Client Services Associate to support family principals, affiliated entities, and external advisors. This role partners closely with leadership and is ideal for someone who thrives in a high-touch, confidential environment.

Responsibilities:

• Coordinate family meetings, events, and advisor communications
• Manage legal, financial, and governance documentation
• Prepare professional correspondence, reports, and presentations
• Track projects, open items, and document execution workflows
• Liaise with outside advisors and service providers
• Support operational, administrative, and strategic family office initiatives

Qualifications:

• 2–5 years of experience in a family office, private wealth, or executive support environment
• Strong communication, organizational, and project coordination skills
• High proficiency in Microsoft Office Suite
• Ability to manage sensitive information with discretion and professionalism
• Financial literacy and experience working with complex documents preferred
• Proactive, service-oriented and excels in fast-paced, relationship-driven environments
• Strong attention to detail.