Associate, Client Service - SF

Jordan Park Group • San Francisco, CA

247d • $100,000 - $135,000

About The Position

Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. Our clients have made extraordinary contributions to business, philanthropy, government, and society. Our team is composed of empathetic problem solvers with depth and diversity of experience. We embrace complexity and navigate challenges to empower clients to achieve their optimal outcomes. Our mission is to enhance lives and legacies. We are looking for an Associate on our Client Service team to support the growth of our firm.

Requirements

• Have 4+ years of experience in professional client service or operations work in financial services; preferably within private wealth management, either with an RIA or with a multi-family office
• Bachelor's degree preferred
• Possess a service-oriented mindset and are motivated to help others
• Are well-organized and deadline-driven
• Are proactive and possess strong follow-up and organizational skills
• Pay attention to the details and are accurate without losing sight of the big picture
• Manage multiple priorities simultaneously
• Enjoy collaborative environments and communicate effectively with a broad range of stakeholders
• Enjoy solving problems - if you don’t know the answer, you’ll dig until you find it
• Love taking on challenges and finding creative solutions
• Doesn’t get flustered easily
• Are discreet in handling sensitive and confidential information
• Work well independently and as part of a team

Responsibilities

• Providing exceptional service while anticipating client needs and concerns, and proactively delivering solutions for all aspects of client relationships
• Supporting complex client onboarding and investment account opening processes including subscription documentation for private investments
• Participate in working with custodian service teams to facilitate client activity
• Assisting experienced team members as a liaison with client’s other trusted advisors such as accountants, attorneys, lenders and insurance advisors
• Creating and maintaining client and partner data in Salesforce and other systems
• Monitoring and assisting with client inquiries and issues, and escalating complex issues to the appropriate team member, as needed, across a variety of family office-focused areas, including major purchases, philanthropic grant-making, and personal staffing
• Managing risk and assisting the Firm in adhering to regulatory compliance and operational policies and procedures
• Assisting with managing cash positions, money movements, and private banking services for clients as needed

Benefits

• Medical, dental & vision insurance – 100% of premium covered for employees
• 401k participation with employer contribution
• Generous paid time off
• Commuter benefits program (pre-paid tax dollars towards your commute)
• Fitness Reimbursement
• Annual Professional Development Stipend

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree