Family Office Services Senior Client Service Associate

Who We Are

Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $20B in AUM. We have more than 300 employees serving clients from 22 offices in 12 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit www.wealthspire.com.

Position

As an FOS Senior Client Service Associate this role will join an experienced team in shaping Wealthspire’s approach to assisting clients with new capabilities and services offered by the growing family office services department. This role partners with colleagues across the organization and focuses on delivering an exceptional client experience to our ultra-high net[1]worth clients and supporting our FOS team. This role will report to the Head of Client Service.

Responsibilities

• Serve as Client Service Associate for Single Family Office and select Family Wealth
• Clients including:
• Coordinating the onboarding process with the end client and appropriate teams across Wealthspire.
• Daily relationship management ensuring delivery of client needs and ensuring an exceptional client experience.
• Communicate effectively with advisors and internal teams regarding open tasks, client needs, etc. to ensure we are meeting clients’ expectations.
• Regularly interface with clients as an extension of the advisory team.
• Have a strong pulse on client account activity. Monitor for issues and escalate accordingly.
• Liaise with custodians as needed. Maintain good rapport with service teams and escalate issues for resolution in a timely manner.
• Stay informed on our investment approach and how it intersects with the client process and experience.
• Maintain client data in the CRM – ensuring full, accurate data is entered for assigned client base.
• Coordinate all ongoing requirements to serve SFO clients including setting the agenda for annual meetings and obtaining all relevant information from all key stakeholders to prepare for the meetings.
• Assist with other FOS related projects as needed.
• wealthspire.com

Qualifications:

• College Degree
• Paralegal experience a plus
• 5+ years working in a professional organization doing project management
• Ability to communicate effectively and bring key stakeholders together across different departments to facilitate problem solving
• Able to lead key organizational initiatives and work with colleagues at all levels across the organization

Ideal Candidate:

• Continuously exhibits personal integrity and professional initiative.
• Demonstrates a commitment to accuracy by delivering high quality work.
• Excellent written and verbal communication.
• Collaborative and able to work effectively with others.
• Flexible collaborator who is highly adaptable to change and open to innovative ideas.
• Entrepreneurial mindset.

What We Offer

NFP, an Aon company, and Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.

NFP and You... Better together!

NFP, an Aon company and Wealthspire Advisors is an inclusive Equal Employment Opportunity