Below is a listing of detailed job responsibilities including, but not limited to:

·       Execute administrative tasks, bill pay and lifestyle services for assigned clients with a focus on high-touch, seamless service.

·       Support the Family Office Services team on family office client relationships.

·       Partner with other internal teams on client service processes and workflow.

·       Prepare agendas and follow up for client calls and meetings.

·       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.

·       Promote and ensure respect for client privacy and confidentiality in all matters.