Analyst-Associate

Summary

Join our Family Office Advisory team in San Francisco as a key point of contact for client relationships, executing client service strategies, and building trust with clients. You'll manage operations, develop deep understanding of client expectations, and execute investment operations.

Requirements

• 2+ years of relevant industry experience. (Family office, wealth management, or other experience working with high-net-worth families is preferred)
• Preference for basic trust and estate and/or personal tax experience, and ability to present key concepts to clients
• Experience with Fidelity Wealthscape and Salesforce a plus

Responsibilities

• Manage operations for client relationships and/or support Family Office Specialists, Relationship Managers on large family office client relationships and/or manage operations for smaller relationships
• Serve as a key point of contact for day-to-day client service needs
• Develop a deep understanding of assigned clients’ expectations and preferences to serve as a knowledgeable client advocate and ensure tailored execution
• Execute client service strategy, track client team goals, and monitor trends that will impact future client needs
• Develop and maintain trusted relationships with key client intermediaries such as estate managers, chiefs of staff, and executive assistants
• Serve as a liaison between clients and their advisors in executing wealth transfer strategies, asset protection, philanthropic initiatives, and other complex issues
• Execute investment operations, bill pay and lifestyle services for assigned clients with a focus on high-touch, seamless service

Benefits

• Comprehensive Medical, Dental and Vision Insurance
• Life and disability insurance coverage as well as family and wellness benefits including mental health benefits, fertility benefits, and back-up childcare
• A matching 401(k) program
• Commuter Benefits program
• Stipends to support wellness and hybrid working arrangements
• We support employees who wish to pursue professional designations/certifications and offer tuition reimbursement in addition to an allocation for books and other supplies needed for an individual's coursework