Client Services Associate

The Quest Organization; Cockeysville (MD); On-site; USD 70,000 - 100,000; Full time

Job summary

The Quest Organization, a boutique multi-family office serving UHNW families, seeks a Client Service Associate to manage day-to-day client requests, onboarding, documentation, and account maintenance. You will partner with senior advisors to provide white-glove service across wealth management, fiduciary planning, and complex administrative needs.

Ideal candidates are detail-oriented, client-service driven, and comfortable coordinating with attorneys, accountants, and other fiduciary

Qualifications

• 2+ years of experience in family office or private wealth services.
• Experience working directly with UHNW clients and advisors.
• Strong knowledge of wealth management concepts including estate planning and trusts.

Responsibilities

• Serve as day-to-day contact for UHNW clients and manage requests.
• Coordinate onboarding, documentation, account maintenance, and e-files.
• Support concierge-level services including travel, bill pay, and personal financial matters.
• Track deliverables and client commitments through completion.
• Coordinate with accountants and attorneys on tax documents and deadlines.
• Collaborate with advisors and professional partners.
• Identify internal improvements to client service.

Skills

Communication

Organization

Attention to detail

Follow-through

Tools

Microsoft Office

Job description

Client Service Associate - Multi-Family Office

A leading boutique multi-family office serving ultra-high-net-worth (UHNW) families and individuals is seeking a Client Service Associate to join its team. The firm provides highly personalized advice and services across wealth management, capital allocation, legacy planning, and the complex operational needs of its clients.

This is a high-impact opportunity for a detail-oriented, client-service-driven professional who enjoys working directly with UHNW families and managing the many financial and administrative details of complex lives. The Associate will partner closely with senior advisors, clients, family members, attorneys, accountants, and other professional advisors to provide white-glove service, seamless execution, and proactive support.

Responsibilities:

• Serve as a trusted day-to-day contact for UHNW clients and proactively manage requests and follow-up
• Coordinate client onboarding, documentation, account maintenance, custodial relationships, and e-files
• Support concierge-level services including travel, vendor coordination, bill pay, and other personal financial matters
• Track deliverables, action items, and client commitments through completion
• Coordinate with accountants on tax documents, payments, and deadlines
• Collaborate with attorneys, advisors, and other professional partners
• Identify opportunities to improve internal processes and client service
• Support evolving client needs and special projects as the firm grows

Qualifications:

• 2+ years of experience in family office, private wealth management, private trust company, or related financial services
• Experience working directly with UHNW clients and their professional advisors
• Strong understanding of wealth management, estate planning, trusts, philanthropy, and family governance
• Experience with Fidelity, Schwab, and Microsoft Office
• Exceptional communication, organization, attention to detail, and follow-through
• Preferred: Experience with alternative investments, entity structures, and family governance