FOA Associate

FOA Associate at MSH FOA Associate at MSH in Daly City, California Posted in 8 days ago.

Type:

full-time

Job Description:

MSH is working with a global investment firm on an opening for a Family Office Advisory Associate. The Family Office Advisory Associate is a critical member of the relationship management team for high net worth and ultra-high net worth clients.

Principal Responsibilities:

• Support Relationship Managers on large family office client relationships and/or manage operations for smaller relationships.
• Serve as a key point of contact for day-to-day client service needs.
• Develop a deep understanding of assigned clients' expectations and preferences in order to serve as a knowledgeable client advocate and ensure tailored execution.
• Execute client service strategy, track client team goals, and monitor trends that will impact future client needs.
• Drive high client satisfaction through excellent customer service, prompt follow-up on client issues, and proactive problem solving.
• Develop and maintain trusted relationships with key client intermediaries such as estate managers, chiefs of staff, and executive assistants.
• Cultivate partnerships with accountants, lawyers, and other client advisors and service providers.
• Serve as a liaison between clients and their advisors in executing wealth transfer strategies, asset protection, philanthropic initiatives, and other complex issues.
• Execute investment operations, bill pay and lifestyle services for assigned clients with a focus on high-touch, seamless service.
• Partner with other internal teams on client service processes and workflow.
• Serve as a mentor and technical resource to client analysts and senior client analysts, working towards management responsibilities.
• Be an engaged culture carrier and play a leadership role in firmwide initiatives.
• Promote and ensure respect for client privacy and confidentiality in all matters.

Qualifications:

• Bachelor's degree and a minimum of four to five years of relevant industry experience. (Family office, wealth management, or other experience working with high net worth families is preferred).
• Excellent interpersonal and communication skills, enthusiasm, and a strong aptitude for learning.
• Proven thoughtful and dynamic leadership in a fast-paced environment.
• Demonstrated ability to work cooperatively and collaboratively with all levels of employees to exceed clients' expectations.
• Preference for basic trust and estate and/or personal tax experience, and ability to present key concepts to clients.
• Experience with Fidelity Wealthscape and Salesforce a plus.