Windward Recruiting
We are seeking a detail-oriented and client-focused
Client Service Associate
to deliver comprehensive wealth management services to UHNW families.
RESPONSIBILITIES
Organize and prepare materials for regular client meetings
Attend and participate in client meetings, prepare follow-up letters and action lists
Monitor and implement client‑agreed action items, working directly with clients to ensure proper execution of all investment documents
Review quarterly client reporting and participate in calls to review the materials
Assist in developing and implementing customized asset allocation and wealth transfer strategies
Collaborate with clients' outsourced tax, legal, and other experts to facilitate planning goals
Assist in preparing new business development presentations as neededParticipate in other internal firm initiatives
QUALIFICATIONS
Bachelor's degree in financial services or relevant field
Minimum 3 years of experience in financial services, tax, family office, or investment with high net‑worth families
CFP, CPA or MBA a plus
Strong commitment to providing exceptional client service in a team‑oriented environment
Consistently high attention to detail, accuracy, and thoroughness
Strong analytical skills
Outstanding written and oral communication skills
Proficiency in Microsoft Office, particularly Excel
#J-18808-Ljbffr
Client Service Associate
to deliver comprehensive wealth management services to UHNW families.
RESPONSIBILITIES
Organize and prepare materials for regular client meetings
Attend and participate in client meetings, prepare follow-up letters and action lists
Monitor and implement client‑agreed action items, working directly with clients to ensure proper execution of all investment documents
Review quarterly client reporting and participate in calls to review the materials
Assist in developing and implementing customized asset allocation and wealth transfer strategies
Collaborate with clients' outsourced tax, legal, and other experts to facilitate planning goals
Assist in preparing new business development presentations as neededParticipate in other internal firm initiatives
QUALIFICATIONS
Bachelor's degree in financial services or relevant field
Minimum 3 years of experience in financial services, tax, family office, or investment with high net‑worth families
CFP, CPA or MBA a plus
Strong commitment to providing exceptional client service in a team‑oriented environment
Consistently high attention to detail, accuracy, and thoroughness
Strong analytical skills
Outstanding written and oral communication skills
Proficiency in Microsoft Office, particularly Excel
#J-18808-Ljbffr