Client Relationship Associate - Family Office Services

Client Relationship Associate, Family Office Services Administrator

The Client Relationship Associate, Family Office Services Administrator is a member of the client service team and works closely with Wealth Advisors, Financial Planners, clients, and several departments within the firm. The position plays a critical role in supporting client service, retention, business growth, as well as providing comprehensive administrative, financial, and operational support to high-net-worth family's family office.

Position Responsibilities:

Family Office Administration

• Daily reconciliation using Excel and Quickbooks.
• Handles monthly invoices and payments using Bill.com.
• Tax payments to multiple municipalities.
• Monitors and promptly responds to FOS email inbox.
• Responsible for a wide range of tasks, from managing daily operations to coordinating complex financial arrangements, such as handling capital calls, distributions: obtaining K-1s; gathering information from Private Equity websites; handling family fund transfers; uses Sharefile and Right Signature to execute money movements with different custodians.
• Acts as central point of contact for the family and service providers, ensuring smooth communication and efficient execution of tasks, including running bi-weekly meetings with family and Bartlett Advisors.

Client Relationship Associate

• Act as the primary point of contact and demonstrate a client-first attitude, addressing client inquiries and concerns.
• Assist with all facets of new client onboarding including opening accounts, establishing client portal access, and managing account transfers and documents.
• Manage client information within the CRM. Maintaining clients' profiles, information, and activities.
• Establish and nurture strong relationships with clients.
• Resolve and troubleshoot client issues promptly and effectively.
• Inform clients about new products and services.
• Actively work to meet and anticipate the needs of the Advisors and clients they support.
• Handle all distribution and money movement requests.
• Serve as a liaison between client, custodian, and investment managers, as well as third parties.
• Schedule and organize client meetings for Advisors and coordinate meeting materials with Client Communications Associate.
• Utilize Bartlett's compliance software to ensure proper recordkeeping.