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Family Office Client Services Associate
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-01-27
Listing for:
Cerity Partners
Full Time
position Listed on 2026-01-27
Job specializations:
-
Business
Office Administrator/ Coordinator -
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
A financial services company in New York is seeking a Client Service Associate to support their Family Office, focusing on services for ultra-high-net-worth individuals. The role involves exceptional client service, project management, and administrative tasks while requiring organizational and detail-oriented skills. Ideal candidates have a Bachelor's degree and 0-2 years of experience, are proficient with Microsoft Office and CRM systems, and thrive in a fast-paced environment.
A commitment to providing tailored solutions and maintaining confidentiality is essential.
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Position Requirements
10+ Years
work experience
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