Financial Client Services Associate

Career Opportunity - Financial Client Services Associate in Cincinnati, Ohio

Do you have excellent attention to detail, the ability to build relationships and solve problems? Are you organized and enjoy keeping projects in order and on time? If you answered yes, then we have an exciting opportunity for you!

As the Financial Client Services Associate for our client, you will serve as a central point of contact and provide support for family-client members. You will work with clients, property managers, housekeeper, nurses, and others within the organization to address client needs. You will be polished and a positive professional who reflects the personal and professional standards of excellence set by clients.

Key Job Responsibilities:

• Maintaining confidentiality and privacy is of utmost importance.
• Provide excellent customer service, with attention to detail and ability to problem solve.
• Complete special project assignments.
• Be available daily to respond to requests, including being on call 24/7 via e-mail or phone including problem solving.
• Communicate with and manage relationships with vendors.
• Coordinate staffing and scheduling.
• Oversee and coordinate travel arrangements.
• Multitask and prioritize as necessary to meet client-family needs.
• Manage accounts payable with various due dates, work with billing systems and related spreadsheets.
• Organize and prepare for Board and other meetings, including gathering documents, preparing materials and PowerPoint presentations, and attending to logistics of meetings.
• Manage relocations.

Qualifications:

• Experience in private banking, private equity, or wealth management preferred.
• Demonstrated performance to high standards; self-motivated with the ability to work independently and as part of a team.
• Ability to deal with ambiguity in a client service and complex family office context.
• Ability to deploy technology to create workflow efficiencies and facilitate communication.
• Must be professional, resourceful, detail-oriented, and able to multi-task.
• Minimum of 5 years of related experience, including accounting experience.
• Proof of good credit history will be required.
• Exceptional strategic thinking and problem-solving capabilities and thoughtful consideration of potential implications or outcomes of decisions and actions.
• Valid driver's license.
• Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook.
• Proven time management and organizational skills with high standards for impeccable customer service and consistent accuracy in execution.

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