Client Success Associate – Family Office

Blue Trust, Inc.; Irvine (CA); On-site; USD 41,000 - 50,000; Full time

Job summary

Blue Trust, Inc. in Irvine, CA, is seeking a Client Service Associate for its Family Office to support client service, investment reporting, and office administration. You will process applications, deposits, withdrawals, and prepare client reports while collaborating with Advisors to meet client goals.

The role emphasizes accuracy, confidentiality, and procedures to improve division efficiency. Strong Excel/Word skills and the ability to manage multiple projects are essential.

Qualifications

• Bachelor's degree in a related field.
• Minimum of three years’ experience in operations support or client service.
• Strong numerical, analytical and communication skills.

Responsibilities

• Serve as first responder to client requests and concerns.
• Maintain CRM and DMS data accurately and timely.
• Coordinate client meetings and billing; assist with accounting tasks.
• Support compliance, office administration and reporting needs.

Skills

Client service

CRM systems

Excel

Communication skills

Organization

Problem solving

Team player

Discretion

Education

Bachelor's degree

Tools

Microsoft Excel

Microsoft Word

Job description

Blue Trust, Inc. in Irvine, CA, is seeking a Client Service Associate for its Family Office to support client service, investment reporting, and office administration. You will process applications, deposits, withdrawals, and prepare client reports while collaborating with Advisors to meet client goals.

The role emphasizes accuracy, confidentiality, and procedures to improve division efficiency. Strong Excel/Word skills and the ability to manage multiple projects are essential.