Client Success Director, 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.
• 7+ years of proven experience in client success, client service, or a similar role.
• High emotional intelligence (EQ) and extroverted social skills are essential.
• High degree of familiarity with client relationship management and customer service best practices.
• Excellent communication, negotiation, and presentation skills.

Responsibilities

• Serve as primary and/or secondary point of contact for family principals, bridging internal teams, vendors, and custodians to provide an unparalleled, high-touch experience that anticipates and exceeds client expectations.
• Prepare for and conduct weekly meetings with member families; take ownership and drive forward ad-hoc projects for families.
• Advise families on 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.
• Monitor portfolio investment progress and performance, and coordinate with operations team in reporting process and delivery to families.
• Contribute to our business development efforts, including 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: Director
• Education Level: No Education Listed