Client Associate

Are you highly motivated and experienced? Do you thrive in a fast-paced, client-focused environment and are passionate about delivering exceptional service to high-net-worth individuals and their families? We're looking for a Client Associate to join our team who has a strong professional presence that can confidently represent the team, build trusted relationships, and collaborate effectively within a dynamic group. Your key responsibilities will be: • Act as a relationship manager for top tier clients, ensuring a high touch, personalized experience while proactively anticipating client needs. • Collaborate closely with team members to deliver seamless client service and support internal operational workflows. • Manage and coordinate client meeting calendars, including scheduling, confirmations, and follow ups. • Oversee all aspects of client onboarding, account maintenance, and service requests with precision, responsiveness, and confidentiality. • Maintain accurate, organized, and up to date client records and documentation.