Job Description

CLIENT ADVISORY ASSOCIATE WITH MULTI FAMILY OFFICE

Client Associate role working with client advisory team with San Francisco based multifamily office.  This position will work directly with the senior members of the team across all areas of the client engagement. The ideal candidate would have an interest and aptitude in the topics noted above, and be able to balance technical knowledge with the ability to communicate clearly in spoken and written formats.

RESPONSIBILITIES:

• Working closely with a specific subset of the firm’s Client Advisors and clients to support the advisory process
• Serving as a project manager, coordinating across internal subject matter experts as well as external advisors (e.g., tax, legal, real estate, lending, etc.) to problem solve and drive successful outcomes for clients
• Coordinating with the Investment and Analyst Teams to deliver portfolio reporting and ad hoc analysis based on Client Advisor and/or client requests
• Financial planning and forward modeling of client balance sheets
• Participating in day-to-day operational management of the portfolio, working closely with members of the Client Service and Analyst teams
• Creating and maintaining client files in CRM and other systems

REQUIREMENTS:

• Genuinely like helping people
• Strong attention to the details and produce accurate work product
• Love taking on challenges and finding creative solutions
• Continue searching until you find the right answer
• Able to communicate effectively with a broad range of stakeholders
• Excellent discretion in handling sensitive and confidential information
• Enjoys and works well as part of a team
• Proven experience serving and working with clients
• Bachelor’s degree required ideally a finance, business or economics major
• Three to six years of work experience ideally in financial services (e.g., investment banking, private wealth management, etc.)
• Proficient in Microsoft Office
• CFA, CFP, MBA, and/or other graduate degree or certification ideal but nor required

SALARY:

• DOE plus bonus and great benefits