ISC’s team of Financial Services Recruiters has been retained by a well-established and growing Multi-Family Office who is seeking a Client Service Associate to join their team in Marin County. With a strong reputation for providing comprehensive wealth management and family office services to ultra-high-net-worth families, this firm offers a collaborative, family-oriented culture that values professional growth and employee well-being.

This newly created role provides the opportunity to work closely with senior leaders, gain exposure to unique investments, and contribute to managing all aspects of client relationships.

If you have 2-3 years of experience in financial services, a passion for client service, and a desire to make an impact at an independent, growth-focused firm, this could be a great fit for your next career move.

Client Service Associate Responsibilities:

• Work alongside Wealth Advisors to provide exceptional service to UHNW Clients.
• Handle custodians and internal operational duties to ensure proper processing and handling of requests.
• Assist with portfolio rebalancing, including document preparation and fund transfers.
• Prepare documentation for new accounts, contracts, and subscription agreements.
• Oversee the opening and closing of accounts, including SMAs and brokerage accounts.
• Manage Know Your Client (KYC) profiles and conduct necessary searches.
• Handle cash and security transactions, including deposits, withdrawals, gifts, wires, and journals.
• Support the creation of presentations and proposals using PowerPoint and Excel.
• Prepare performance reports for clients.
• Regularly update and maintain client databases and portfolio/account management tools

Key Qualifications:

Client Service Associate Requirements – To qualify, you must possess the following:

• Bachelor’s Degree is required – Finance or Business preferred.
• Minimum of 2 years of UHNW client servicing.
• Advanced Microsoft Office skills with a heavy emphasis on Excel, Adobe Acrobat, and PowerPoint.
• Self-motivated and highly detail-oriented individual with a desire to learn and grow professionally.
• Ideally, this person has a vested interest in technology, investment management and in providing client solutions within a fast-paced/deadline-oriented team.

Client Service Associate Rewards – If you qualify for this opportunity, the Firm offers the below:

• Collaborative, passionate, and dedicated team. Excellent corporate culture and a friendly, fun and exciting place to work.
• Excellent Growth Potential: The Firm is rapidly growing and with that comes incredible opportunities for long-term career growth.
• Competitive base salary.
• Annual Bonus.