The Senior Family Office Associate will also supervise and support the day-to-day activities of the Service and Administration Team. They will manage the Client Service Request logs for the business unit.
Duties:
Supervise the Family Office Group Service and Administration Team
Create and follow processes, as well as own the associated risks and controls.
Educate and train employees on operational policies as well as contribute to ongoing improvements.
Train in and implement the Entrepreneurial Operating System (EOS) business model.
Oversee client onboarding.
Opening new accounts, manage online services, and money movement.
Be the first point of contact between clients and the firm.
Schedule advisor/client meetings.
Respond to client inquiries, answer questions, and resolve issues.
Obtain and process all client information and transactions.
Maintain client records.
Compile and update documents and contracts.
Navigate Schwab website.
Outreach to potential new clients.
Prioritize between urgent, important, and secondary tasks.
Expedite serious issues to management for prompt resolutions.
Draft written communication on behalf of advisors.
Build positive client relationships through following up, checking in, and soliciting feedback to instill confidence that we are the best possible team to safeguard their wealth.
Communicate continuously, proactively, and promptly with clients, team members, and stakeholders with respect to the control environment.
Perform administrative and clerical duties as needed.
Required Experience and Qualifications:
Bachelor's degree.
5+ years of experience as a Client Services Associate or Family Office Associate in the financial industry.
Understanding of investment management concepts.
Exceptional communication and customer service skills, including listening skills.
Experience with Schwab is preferred.
Advanced proficiency in Microsoft Office (Word, Excel, and Outlook), as well as DocuSign and Adobe.