Bridge internal teams, vendors, and custodians to deliver high-touch client service.
Drive solutions for member families across recurring items and projects.
Research tax, estate, and insurance strategies with domain experts.
Collaborate with investment team on asset allocation and cash plans.
Track investment progress for internal and external reporting.
Onboard new families and ensure SEC compliance.

🎯 Requirements

A strong understanding of financial markets, investments, and financial planning.
3+ years of proven experience in client success, client service, or a similar role.
High emotional intelligence (EQ) is essential.
Strong client relationship management and customer service skills.
Excellent communication and presentation skills.

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