Client Relationship Associate

Cozen O'Connor•Philadelphia, PA

6d•$60,000 - $75,000

About The Position

The Relationship Associate plays a critical role in supporting family office clients and the day-to-day operations of the Family Office Services team. The position combines client administration, account servicing, payment execution, reporting support, and operational coordination while partnering closely with Relationship Managers, Trust Administrators, and other business partners to deliver exceptional service and operational excellence. This position is ideal for a highly adaptable professional who thrives in a dynamic environment, embraces change, and seeks opportunities to improve processes and service delivery. As the Family Office platform continues to evolve, this individual will have opportunities to expand their responsibilities, support multiple service teams, lead initiatives, and influence operational best practices. The successful candidate will demonstrate strong ownership, sound judgment, and the potential to grow into future leadership opportunities.

Requirements

Highly adaptable professional.
Thrives in a dynamic environment.
Embraces change.
Seeks opportunities to improve processes and service delivery.
Strong ownership.
Sound judgment.
Potential to grow into future leadership opportunities.

Responsibilities

Supporting family office clients and the day-to-day operations of the Family Office Services team.
Client administration.
Account servicing.
Payment execution.
Reporting support.
Operational coordination.
Partnering closely with Relationship Managers, Trust Administrators, and other business partners to deliver exceptional service and operational excellence.
Expanding responsibilities as the Family Office platform evolves.
Supporting multiple service teams.
Leading initiatives.
Influencing operational best practices.