Client Services Associate

Pennington Partners & Co.; Town of Texas (WI); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Base salary + bonus

Comprehensive benefits

Wellness stipend

PTO & holidays

Remote work option after leave

Job summary

Pennington Partners is seeking a Client Relationship Officer to lead client service efforts, deliver monthly performance reporting, and manage engagement with our Operating Partner Families & LPs. You will help ensure timely follow-up on actions and support the Lead Officer in scaling client services.

The role emphasizes clear communication, reliable execution, and data-driven insights, with collaboration across Finance, Operations and Compliance.

Qualifications

• Bachelor's degree in business administration or related field; MBA preferred but not required.
• 1 year of total experience in Client Service or adjacent functions, preferably in wealth management.
• Competency in strategic planning, process implementation and business development.
• Strong organizational, leadership abilities and integrity.

Responsibilities

• Support day-to-day client service operations for Operating Partner Families and LPs.
• Assist in executing client service processes to drive engagement and collect feedback.
• Prepare and deliver monthly performance reports and maintain client experience processes.
• Collaborate with Investment and Portfolio Management to align expectations and retention.
• Coordinate cross-functionally with Finance, Operations and Compliance on billing workflows.
• Prepare client subscription and redemption documents for alternative investments.

Skills

Client service

Leadership

Organizational skills

Communication

Problem solving

Education

Bachelor's degree in business administration

Tools

CRM systems

RIA custodial platforms

Portfolio management & reporting tools

Job description

Founded in 2016, Pennington Partners is an award-winning multi-family office that serves entrepreneurial founders, high-income earners, and multi-generational families through integrated wealth and investment solutions. Managing more than $4 billion across advisory mandates, private funds, and affiliated entities, Pennington Partners brings rigor with an entrepreneurial spirit.

Our culture is vibrant, intelligent, and relentlessly driven. We are an ensemble of exceptional professionals with diverse, multi-disciplinary backgrounds who value independent judgment, integrity, and fresh thinking. While the firm continues to gain scale and institutional structure, we remain deeply committed to our entrepreneurial roots—valuing agility, creativity, and an unwavering client focus.

About the Position

The Client Relationship Officer position is one of the most critical, if not the most critical, open roles in the organization. This role is the face of client service excellence and engagement with our Operating Partner Families & LPs and has responsibility for the creation and delivery of monthly performance reporting, management of monthly meetings, as well as diligent follow up on any action items. Driven by data and metrics, this person will ensure the high levels of engagement with our Operating Partner Families & LPs that are critical for the firm as we continue to scale.

This individual will take great pride in bringing alternative ways to enhance the lives of our Operating Partner Families as well as their wealth and long term success. They understand how clear, concise communication combined with reliable execution and follow-through plays an important part in our success as a firm. This role will bring with it someone who has a proven track record of utilizing successful client experience (CX) strategies within the Private Wealth Management, RIA, or Multi-Family office industries. Working with some of the most successful families in the country brings with it a commitment to Client Service excellence.

What You'll Do

• Support the day-to-day client service operations for Pennington’s Operating Partner Families and LPs under the guidance of the Lead Client Relationship Officer.
• Support the Lead Client Relationship Officer and Market Leadership Team in executing Client Service processes that drive high levels of engagement. Assist with collecting and tracking feedback from Operating Partner Families & LPs to help inform the engagement model.
• Assist in the preparation and delivery of monthly performance reports and help maintain the client experience processes that add value to our Operating Partner Families & LPs.
• Work alongside the Investment and Portfolio Management teams, promoting and managing Operating Partner Family & LP expectations that drive long-term business results through retention.
• Work cross-functionally with colleagues from Finance, Operations, and Compliance to ensure we are executing the billing process seamlessly
• Prepare client subscription and redemption documents related to alternative investments.
• Interact with the different custodial platforms that Pennington has a relationship with (Schwab, Fidelity & Pershing) to execute client service requests and orders.

What You'll Need

• A minimum of 1 year of total experience in Client Service or adjacent functions, preferably at a Private Wealth Management firm, Private Bank, RIA, Multi-Family Office, Independent Broker/Dealer or wirehouse.
• Bachelor's degree in business administration or related field, from a top College or University; Advanced degree or MBA is preferred but not required.
• Demonstrable competency in strategic planning, business process implementation and business development.
• Outstanding organizational and leadership abilities and personal integrity.
• A solid grasp of the various technologies (CRM, RIA Custodial Platforms, Portfolio Management & Performance Reporting) that are used to service our Operating Partner Families & LPs.
• Strong aptitude in applying that technical knowledge to create business process that drives efficiency and innovation in the way we serve our Operating Partner Families & LPs.
• Aptitude in data analysis, business intelligence, performance metrics, data-driven decision making and problem-solving.
• Ability to diagnose problems quickly and pattern recognition to provide foresight into potential issues.
• A team-player and leader who personally believes in, and is willing to champion, the Core Values of the firm.

What You'll Get.

We offer competitive and comprehensive benefits to help you prioritize your wellness and your career development. Working with a company that leverages our Core Values: Developing One’s Greatest Potential, Thinking Big, Client Obsession, Tikkun Olam (Repair Our World).

• Salary - Competitive compensation (base salary + target bonus)
• Benefits - Robust benefits package with a choice of PPO Health Insurance Plans covering medical, dental, vision, disability, and group term life insurance with 100% of the employee's premium paid by us. Optional HSA Plan, with a $600 employer contribution. 401K Plan with employer match, commuter parking benefit, cell phone reimbursement.
• Health & Wellness – $100/month stipend to use on the choice of fitness, meditation classes, meal kits, CSA, and more. Oura Ring welcome gift and one-year subscription to the Oura Ring app, and Pennington welcome swag! Worldwide emergency travel assistance coverage.
• Paid Time Off - 15 days PTO, sick leave, bereavement leave, 11 federal holidays and 3 floating holidays. Paid maternity and paternity leave for biological and adoptive parents, plus the option to work from home after paid leave ends to extend time with your growing family, and a $4,000 childcare stipend to help you transition back to work.

EQUAL EMPLOYMENT OPPORTUNITY

It is the policy of Pennington Partners to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Pennington Partner's policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.