Private Client Service Associate

About the Role

The Private Client Service Associate is responsible for serving as a point of client contact by managing client inquiries via email inbox and telephone calls. This role acts as a liaison between the Practice and centralized operations teams, monitoring completion of activities related to client accounts. Additionally, the Associate will participate in the execution of PWAs business plan, including accomplishing sales and client retention goals.

Key Responsibilities

• Delivers impeccable client service to clients, prospects, and centers of influence.
• Researches and resolves client queries regarding audits, investment results, fees, and guidelines.
• Executes effective business operations practices that drive efficiency and a consistent client/prospect experience.
• Leverages data from internal and external sources to achieve practice sales and service objectives.
• Manages flow of requests to ensure work is completed in a timely manner.
• Builds rapport with internal and external contacts.
• Engages resources to resolve issues and nonstandard requests.
• Attends and participates in client/intermediary meetings as appropriate.
• Works with partners to prepare materials for client presentations, process client requests, onboard new client accounts, make business travel arrangements, and manage expense reports and records.
• Coordinates client meetings and manages calendars.
• Manages the practice’s inbox, resolves client inquiries, documents meeting notes, ensures information and client documentation is up to date.
• Responsible for all customized client requests (reporting, trading).
• Organizes conversations with CG specialists.
• Responsible for the practice’s digital footprint (e.g., LinkedIn).
• Additional responsibilities as designed.

Requirements & Tech Stack

• Bachelor’s degree (required).
• Demonstrates initiative by identifying issues for managers/others.
• Consistently demonstrates the ability to evaluate and appropriately address privacy and confidentiality concerns when dealing with others.
• Demonstrates the ability to effectively plan and manage the work of others.
• Demonstrates the ability to influence others.
• Demonstrates sound judgment in resolving routine matters.
• Demonstrates intellectual curiosity and analytical skills in areas of moderate complexity.
• Demonstrates the ability to identify, assess, respond to and escalate risks or potential risks encountered through day-to-day activities.
• Demonstrates effective written and oral communication skills with team members and managers.
• Demonstrates the ability to collaborate and work effectively as part of a team.
• Demonstrates effectiveness facilitating with peers or a team.
• Demonstrates the ability to prioritize assigned work and complete in a timely manner.
• Demonstrates effective and professional service orientation and builds appropriate rapport with internal and external contacts.

Base Salary Range: $88,080-$140,928

This is a New York specific salary range.