Client Success Associate, Ascend Family Office

Interplay • New York, NY

2d • Hybrid

About The Position

Ascend Interplay is a multi-family office seeking to grow our member services team. The ideal candidate is acutely organized and well-versed in prioritizing a variety of tasks and projects, working alongside internal investment and operations teams to address client needs and drive progress. A detail-oriented and proactive mentality is critical in delivering tailored solutions to each member family, applying thoughtful analytical and communication skills against a dynamic, goal-driven environment.

Requirements

• A strong understanding of financial markets, investments, and financial planning.
• 3+ years of proven experience in client success, client service, or a similar role.
• High emotional intelligence (EQ) is essential.
• High degree of familiarity with client relationship management and customer service best practices.
• Excellent communication and presentation skills.

Responsibilities

• Support the member services team in coverage of family principals, bridging internal teams, vendors, and custodians to foster an unparalleled, high-touch experience that anticipates and exceeds client expectations.
• Assist in driving solutions for member families, across recurring agenda items and special projects.
• Research and formulate applicable tax strategies, estate planning strategies, and insurance strategies, coordinating with domain experts as needed.
• Collaborate with investment team on customized asset allocation and cash management plans, from formulation to execution.
• Help track investment progress and performance for both internal and external reporting purposes.
• Assist in the onboarding of new families and expanding client service offering.
• Monitor and abide by compliance guidelines within SEC requirements to safeguard both the firm and its clients.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed