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Client Success Associate at Ascend Family Office | New York

InterplayNew York
Hybrid Full-time

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Experience Level

Experience

Qualifications

The ideal candidate should possess strong organizational skills, a proactive mindset, and the ability to deliver high-quality, tailored solutions. Experience in client service, investment management, or a related field is preferred.

About the job

LOCATION

New York, NY (hybrid work - required to be in office 2-3 days/week)

ABOUT THE ROLE

At Ascend Interplay, we are a dynamic multi-family office dedicated to enhancing our member services team. We are seeking an exceptionally organized Client Success Associate who excels in prioritizing diverse tasks and projects. Collaborating closely with our investment and operations teams, you will address client needs and drive significant progress. Your proactive and detail-oriented approach will be pivotal in delivering customized solutions to our member families, leveraging your analytical and communication skills in a fast-paced, goal-oriented environment.

WHAT YOU’LL DO

  • Provide vital support to the member services team by coordinating with family principals, internal teams, vendors, and custodians to deliver an exceptional, high-touch experience that anticipates and surpasses client expectations.

  • Facilitate solutions for member families across regular agenda items and special projects.

  • Conduct research and develop relevant tax, estate planning, and insurance strategies, collaborating with domain experts as necessary.

  • Work alongside the investment team to formulate and execute customized asset allocation and cash management plans.

  • Assist in tracking investment performance and progress for both internal and external reporting.

  • Aid in onboarding new families and enhancing our client service offerings.

  • Ensure compliance with SEC guidelines to protect both the firm and its clients.

WHO YOU ARE

  • A proactive self-starter eager to learn and achieve excellence.

  • A versatile problem solver who embraces challenges and responsibilities.

  • An organized multi-tasker capable of managing priorities and deadlines while upholding professionalism.

  • An empathetic listener who fosters genuine, trust-based relationships with clients, recognizing their unique needs and constraints.

  • A collaborative team player with strong interpersonal skills, open to constructive feedback.

  • An effective communicator, confident in both verbal and written interactions.

About Interplay

Interplay is a forward-thinking multi-family office committed to providing exceptional services to our members. Our team is dedicated to fostering strong relationships and delivering personalized financial solutions to meet the unique needs of each family.

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