BURKE+CO.

THE GIST:

Our client, a rapidly growing independent wealth management firm managing over $1 billion in assets for UHNWIs, is seeking a Client Services Associate to support their CEO/Managing Partner & team of advisors. This role will play an important role in supporting client communications, coordinating service requests, maintaining operational processes, and assisting with business development and marketing initiatives. This role offers direct exposure to executive leadership, involvement in strategic initiatives, and the chance to work alongside a talented and dedicated team committed to long-term success!

THE NITTY GRITTY:

• Serve as a primary point of contact for client service requests, ensuring timely follow-up and resolution
• Support Managing Partner & advisors with client meeting preparation, scheduling, and follow-up communications
• Coordi...