Associate / Senior Associate, Client Service - SF

The role

This person will provide service to clients and support the growth of the firm. They will handle client onboarding, investment account opening, and data maintenance in Salesforce.

What you will do

• Provide service while anticipating client needs and delivering solutions
• Support complex client onboarding and investment account opening processes
• Work with custodian service teams to facilitate client activity
• Act as a liaison with client advisors such as accountants, attorneys, lenders and insurance advisors
• Create and maintain client and partner data in Salesforce and other systems
• Monitor and assist with client inquiries and issues
• Manage risk and assist in adhering to regulatory compliance and operational policies
• Assist with managing cash positions, money movements, and private banking services

Required qualifications

• 4+ years of experience in professional client service or operations work in financial services
• Service-oriented mindset
• Well-organized and deadline-driven
• Proactive with strong follow-up and organizational skills
• Attention to detail and accuracy
• Ability to manage multiple priorities simultaneously
• Effective communication with a broad range of stakeholders
• Ability to solve problems
• Ability to take on challenges and find creative solutions
• Ability to not get flustered easily
• Discreet in handling sensitive and confidential information
• Ability to work independently and as part of a team

Nice to have

• Experience within private wealth management, either with an RIA or with a multi-family office
• Bachelor's degree

Benefits

• Medical, dental & vision insurance – 100% of premium covered for employees
• 401k participation with employer contribution
• Generous paid time off
• Commuter benefits program
• Fitness Reimbursement
• Annual Professional Development Stipend

About the company

Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. Their mission is to enhance lives and legacies.