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- Responsible for complex client onboarding and investment account opening processes, including subscription documentation for private investments
- Creating tasks and maintaining client and partner data in Salesforce and other systems
- Working with multiple custodian service teams to facilitate client activity
- Facilitating activity among clients' other trusted partners, such as attorneys, accountants, lenders, and insurance brokers
- Researching and responding to client inquiries and issues across a variety of family office-focused areas, including major purchases, philanthropic grant-making, and personal staffing
- Monitoring and implementing estate planning and philanthropic strategies
- Managing risk and assisting the Firm in adhering to regulatory compliance and operational policies and procedures
- Managing cash positions, money movements, and private banking services for clients as needed
- Have at least 3-5 years of professional client service work in financial services, preferably in an RIA or with a multi-family office
- Experience with full balance sheet client service and operations work
- Experience working directly with clients
- Bachelor's degree preferred
- Possess a service-oriented mindset and are motivated to help others
- Are well-organized and deadline-driven
- Are proactive and possess strong follow-up and organizational skills
- Pay attention to the details and are accurate without losing sight of the big picture
- Manage multiple priorities simultaneously
- Enjoy collaborative environments and communicate effectively with a broad range of stakeholders
- Enjoy solving problems - if you don't know the answer, you'll dig until you find it
- Love taking on challenges and finding creative solutions
- Doesn't get flustered easily
- Are discreet in handling sensitive and confidential information
- Work well independently and as part of a team
- Advanced degrees or designations such as CFP, CPA, etc.
- Medical, dental & vision insurance - 100% of premium covered for employees
- 401k participation with employer contribution
- Generous paid time off
- Commuter benefits program (pre-paid tax dollars towards your commute)
- Fitness Reimbursement
- Annual Professional Development and Mindfulness Stipend
Associate, Client Service - Portsmouth, United States - Jordan Park Group
Description
Jordan Park provides comprehensive investment and financial advice to a targeted community of individuals, families, and institutions. Our clients have made extraordinary contributions to business, philanthropy, government, and society. We are empathetic problem solvers with depth and diversity of experience. We embrace complexity, shoulder problems, and navigate challenges to empower clients to achieve their optimal outcomes. Our mission is to enhance lives and legacies.
Associate, Client Service
Portsmouth, New Hampshire (or New York, New York)
Your Role
We are looking for an experienced Client Service candidate to support the growth of our firm.
Primary responsibilities include:
Compensation at Jordan Park includes a base salary, discretionary year-end bonus, benefits and other perks. We apply a total reward philosophy when determining compensation terms.
Our benefits package includes:
Jordan Park is always seeking great talent. We are proud to be an equal opportunity employer, and we consider qualified applicants without regard to race, color, religion, sex, national origin, ancestry, age, genetic information, sexual orientation, gender identity, marital or family status, veteran status, medical condition or disability. We comply with the San Francisco Fair Chance Ordinance and will consider for employment qualified applicants with arrest and conviction records.
For information about our privacy practices, including disclosures for California residents, please see our Privacy Notice
Jordan Park is an SEC-registered investment adviser (RIA).