Senior Associate, Client Services

Senior Associate, Client Services The Senior Associate, Client Services will play a critical role in managing and deepening relationships with family office and ultra-high net worth clients for the Wealth team. This individual will work closely with Family Office Advisors and other cross-functional teams, taking ownership of complex client management tasks, leading on data management and research initiatives, and ensuring the effective use of internal systems and platforms.
Responsibilities Lead and oversee client management activities, ensuring a high standard of service and proactive relationship development for family office and UHNW clients. Direct support to Family Office Advisors in both administrative and strategic aspects of client relationship management. Handle complex client communications and instructions independently, resolving issues promptly and professionally. Drive the preparation and review of tailored client proposals, presentations, and investment recommendation...