This listing does not state pay. Across 72 open client service associate listings that state pay, the middle half runs $49,500 to $72,000 and the median is $63,500.

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Among securities, commodities, and financial services sales agents, AI is already used for a large share of the tasks. Measured exposure for securities, commodities, and financial services sales agents: 44% (high).

Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.

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About the job

Established Multi-Family Office seeks a Client Service Associate to service their UHNW clients by providing full suite of family office services.

Act as the daily point of contact for receiving/responding to client communications

Support advisors in all aspects of client service

Manage the administration of custody accounts for ultra-high net worth clients

Monitor cash, execute money/asset transfers, wires, gifting, and investment trading activities

Coordinate account openings/closings/transitions

Ensure proper set-up of client accounting statements and access to online systems

Position offers excellent work/life balance, and comprehensive benefits,

Hybrid model: 2 days in office

Requires 2+ years' related experience. Income tax experience a plus

Very open to train public accounting professionals from audit or tax

Great potential for growth in a team oriented, non sales environment

Provides training and career path to senior advisor level