Client Services Associate

About the Company

Founded in 2016, Pennington Partners is an award‑winning multi‑family office that serves entrepreneurial founders, high‑income earners, and multi‑generational families through integrated wealth and investment solutions. Managing more than $4 billion across advisory mandates, private funds, and affiliated entities, the firm brings rigor with an entrepreneurial spirit.

Our culture is vibrant, intelligent, and relentlessly driven. We are an ensemble of exceptional professionals with diverse, multi‑disciplinary backgrounds who value independent judgment, integrity, and fresh thinking. While the firm continues to gain scale and institutional structure, we remain deeply committed to our entrepreneurial roots—valuing agility, creativity, and an unwavering client focus.

The Client Relationship Officer is a critical role in the organization. As the face of client service excellence, you will engage with Operating Partner Families & LPs, deliver monthly performance reporting, manage monthly meetings, and ensure diligent follow‑up on action items. Your work will drive the high levels of engagement necessary for the firm’s continued scaling.

You will bring alternative ways to enhance the lives of our families and preserve long‑term wealth. Clear, concise communication and reliable execution are essential.

• Manage day‑to‑day interactions as the Client Service owner of Pennington’s Operating Partner Families and LPs.
• Collaborate with the Market Leadership Team to design and implement Client Service processes that drive high engagement; define KPIs and collect feedback to refine the engagement model.
• Contribute to the client experience roadmap and performance reporting processes to add value for Families & LPs.
• Work alongside Investment and Portfolio Management teams to promote and manage expectations that drive long‑term retention.
• Coordinate with Finance, Operations, and Compliance to streamline the billing process.
• Prepare subscription and redemption documents for alternative investments.
• Manage client service requests and orders across custodial platforms such as Schwab, Fidelity, and Pershing.

• Minimum 2 years of experience managing a Client Service team in a Private Wealth Management, Private Bank, RIA, Multi‑Family Office, or similar firm, ideally serving UHNW clientele.
• Minimum 3 years of overall experience in Client Service or adjacent functions within the wealth management space.
• Bachelor’s degree in business administration or related field; advanced degree or MBA preferred.
• Demonstrated competency in strategic planning, business process implementation, and business development.
• Outstanding organizational and leadership abilities and personal integrity.
• Solid understanding of technologies such as CRM, RIA custodial platforms, portfolio management, and performance reporting.
• Ability to translate technical knowledge into business processes that increase efficiency and innovation.
• Strong data analysis, business intelligence, and performance‑metric skills.
• Rapid problem diagnosis and pattern‑recognition capabilities.
• Team player who champions the firm’s Core Values.

Competitive compensation (base salary + target bonus) and a robust benefits package.

• Health, dental, vision, disability, and group term life insurance (100% employee premium paid); optional HSA ($600 employer contribution).
• 401(k) with employer match; commuter parking benefit; cell phone reimbursement.
• $100/month wellness stipend for fitness, meditation, meal kits.
• 15 days PTO, unlimited sick leave, bereavement leave, 11 federal holidays, 3 floating holidays.
• Paid maternity and paternity leave (biologic and adoptive parents), option to work from home after leave, $4,000 childcare stipend.
• Worldwide emergency travel assistance coverage.

Pennington Partners is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, sex, pregnancy, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected by applicable law. We provide reasonable accommodations for disability applicants and employees.