Family Office Services Analyst

Aspen Grove Capital LLC • Avon, CO

6d

About The Position

Below is a listing of detailed job responsibilities including, but not limited to:

· 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.

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

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