Family Office Services Analyst

Aspen Grove Capital LLC • Avon, CO

4d

About The Position

This role focuses on executing administrative tasks, bill pay, and lifestyle services for assigned clients, emphasizing high-touch, seamless service. The analyst will support the Family Office Services team in managing client relationships, partnering with internal teams on client service processes, and preparing for client calls and meetings. A key aspect of the role is driving client satisfaction through excellent customer service, prompt issue resolution, and proactive problem-solving. Additionally, the analyst will develop and maintain trusted relationships with key client intermediaries and ensure client privacy and confidentiality.

Requirements

• Excellent customer service skills
• Prompt follow-up on client issues
• Proactive problem-solving abilities
• Ability to develop and maintain trusted relationships with key client intermediaries
• Understanding of client privacy and confidentiality

Responsibilities

• Execute administrative tasks, bill pay and lifestyle services for assigned clients with a focus on high-touch, seamless service.
• Support the Family Office Services team on family office client relationships.
• Partner with other internal teams on client service processes and workflow.
• Prepare agendas and follow up for client calls and meetings.
• Drive high client satisfaction through excellent customer service, prompt follow-up on client issues, and proactive problem solving.
• Develop and maintain trusted relationships with key client intermediaries such as estate managers, chiefs of staff, and executive assistants.
• Promote and ensure respect for client privacy and confidentiality in all matters.

What This Job Offers

• Career Level: Entry Level
• Education Level: No Education Listed