MSH
Private Wealth Management Specialist (San Francisco)
MSH, San Francisco, California, United States, 94199
MSH is working with a global investment firm on an opening for a Family Office Advisory, Senior Analyst.
The Opportunity: The Family Office Advisory Senior Analyst is a key member of the family office client team, focused on delivering the highest level of service to clients in a fastpaced and dynamic environment. The Family Office Advisory Senior Analyst assists with driving client satisfaction by addressing client needs and goals with best in class solutions across lifestyle management, investments support, insurance, legal, tax, and wealth planning. The Family Office Advisory Senior Analyst also serves as a liaison to thirdparty vendors including insurance brokers, attorneys, tax advisors, security providers, and concierge companies to help drive core projects to completion on behalf of clients.
Principal Responsibilities:
Client Service With minimal supervision from the Associate or other senior team members, provide high touch, proactive support in delivering solutions for all aspects of client relationships, including lifestyle services, wealth strategy, and investments support. Assist with the timely communication and execution of legal and tax strategies, including preparation of documentation related to wealth transfer strategies, tax planning and payments, asset protection and insurance, and philanthropic initiatives, with a focus on a hightouch, seamless experience for the client. Successfully adapt personal communication style to meet the needs and concerns of different audiences, both internally and externally. Deliver accurate, timely work product and document preparation with the highest level of attention to detail at all times. Execute and achieve results on bespoke client requests, including unique or oneoff projects in collaboration with or under minimal direction from other team members. Develop basic working advisory knowledge of trusts, such as Revocable and Irrevocable Trusts, Grantor Retained Annuity Trusts, Delaware Trusts, and Limited Liability Companies. Assist with other estate planning strategies such as gifting, promissory notes, wills, and pre-nuptial agreements.
Client Operations Partner with internal teams to execute new client onboarding and account transfers and drive tactical account updates and maintenance tasks. Manage cash balances daily, as well as provide private banking support across all accounts. Collaborate with Client Treasury team members to process bill pay, investment funding, tax payments, and all cash disbursement requests. Partner with internal teams to complete investment documents including subscription documents, purchase agreements, and investor support documentation.
Team Collaboration Partner with internal teams including investments, investment operations, clients operations, and family office human resources to coordinate client service processes and workflows. Embody company entrepreneurial spirit through active participation in crossfunctional firm initiatives in support of the business.
Documentation & Reporting Maintain accurate and uptodate client records in CRM and other firm systems at all times, including project tracking and reporting, with a rigorous focus on data integrity.
Training & Mentorship Assist in training and mentoring Client Analysts and any new hires on the Client Team. Help new analysts understand how to efficiently use internal systems, follow processes, and to stay organized.
Qualifications: Bachelors degree and a minimum of three years of relevant industry experience. (Family office, wealth management or other experience working with high-net-worth families is preferred.) Organized and detail oriented while managing and completing multiple tasks simultaneously. Proactively and independently solve problems while exercising sound judgment. Demonstrated passion in hightouch client service. Strong communication skills both written and verbal. Excellent interpersonal skills, enthusiasm, and a strong aptitude for learning. Demonstrated ability to work cooperatively and collaboratively with all levels of employees to exceed clients expectations.
The Opportunity: The Family Office Advisory Senior Analyst is a key member of the family office client team, focused on delivering the highest level of service to clients in a fastpaced and dynamic environment. The Family Office Advisory Senior Analyst assists with driving client satisfaction by addressing client needs and goals with best in class solutions across lifestyle management, investments support, insurance, legal, tax, and wealth planning. The Family Office Advisory Senior Analyst also serves as a liaison to thirdparty vendors including insurance brokers, attorneys, tax advisors, security providers, and concierge companies to help drive core projects to completion on behalf of clients.
Principal Responsibilities:
Client Service With minimal supervision from the Associate or other senior team members, provide high touch, proactive support in delivering solutions for all aspects of client relationships, including lifestyle services, wealth strategy, and investments support. Assist with the timely communication and execution of legal and tax strategies, including preparation of documentation related to wealth transfer strategies, tax planning and payments, asset protection and insurance, and philanthropic initiatives, with a focus on a hightouch, seamless experience for the client. Successfully adapt personal communication style to meet the needs and concerns of different audiences, both internally and externally. Deliver accurate, timely work product and document preparation with the highest level of attention to detail at all times. Execute and achieve results on bespoke client requests, including unique or oneoff projects in collaboration with or under minimal direction from other team members. Develop basic working advisory knowledge of trusts, such as Revocable and Irrevocable Trusts, Grantor Retained Annuity Trusts, Delaware Trusts, and Limited Liability Companies. Assist with other estate planning strategies such as gifting, promissory notes, wills, and pre-nuptial agreements.
Client Operations Partner with internal teams to execute new client onboarding and account transfers and drive tactical account updates and maintenance tasks. Manage cash balances daily, as well as provide private banking support across all accounts. Collaborate with Client Treasury team members to process bill pay, investment funding, tax payments, and all cash disbursement requests. Partner with internal teams to complete investment documents including subscription documents, purchase agreements, and investor support documentation.
Team Collaboration Partner with internal teams including investments, investment operations, clients operations, and family office human resources to coordinate client service processes and workflows. Embody company entrepreneurial spirit through active participation in crossfunctional firm initiatives in support of the business.
Documentation & Reporting Maintain accurate and uptodate client records in CRM and other firm systems at all times, including project tracking and reporting, with a rigorous focus on data integrity.
Training & Mentorship Assist in training and mentoring Client Analysts and any new hires on the Client Team. Help new analysts understand how to efficiently use internal systems, follow processes, and to stay organized.
Qualifications: Bachelors degree and a minimum of three years of relevant industry experience. (Family office, wealth management or other experience working with high-net-worth families is preferred.) Organized and detail oriented while managing and completing multiple tasks simultaneously. Proactively and independently solve problems while exercising sound judgment. Demonstrated passion in hightouch client service. Strong communication skills both written and verbal. Excellent interpersonal skills, enthusiasm, and a strong aptitude for learning. Demonstrated ability to work cooperatively and collaboratively with all levels of employees to exceed clients expectations.