Close Knit Multi-Family Office seeks a Private Client 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
• Direct client service responsibilities, including new account onboarding, responding to client inquiries, and fostering strong client relationships
• Coordinate account openings/closings/transitions
• Position offers excellent work/life balance, and comprehensive benefits
• Requires 3+ years' experience; strong investment background is a must
• Series 65 or 66 license is a plus
• Great potential for growth in a team oriented, non sales environment

~Relocation Assistance Provided.~