Senior Family Wealth Associate – UHNW Client Services

About Pitcairn; Conshohocken (Montgomery County); On-site; USD 110,000 - 170,000; Full time

Job summary

Pitcairn’s Shared Single-Family Office model supports ultra-high-net-worth families and family offices. The role participates with Relationship Managers in all aspects of financial planning and leads the client service experience for select client teams.

Ideal candidates hold a Bachelor's degree with 5+ years in a client-focused professional services organization, strong MS Office skills, and relevant CFP/Series 65/66 designations or progress toward them.

Qualifications

• Bachelor’s degree in accounting, finance, economics, or related field.
• Minimum 5 years of experience in a client-focused professional services organization.
• Excellent computer skills (MS Office) and familiarity with financial analysis applications.

Responsibilities

• Assist Relationship Managers with comprehensive financial planning and lead the client service experience for a subset of client team relationships.
• Prepare cash flow reports, balance sheets, and net worth statements; analyze impact of market returns and spending on wealth projections.
• Implement and monitor asset allocation; perform trading and rebalancing analysis; initiate transactions for mutual funds, ETFs, and separately managed accounts; tax-loss harvesting and portfolio monitoring.
• Coordinate collection of income tax information, calculation and payment of taxes, and client requests for tax projections.
• Examine insurance needs and coordinate implementation with the Family Office Insurance Administrator.
• Create reports and other client deliverables; generate custom content for complex client families.
• Review client fee calculations for accuracy and obtain approvals for asset-specific fee exceptions.
• Ensure annual compliance review requirements are met for all accounts.

Skills

Financial planning

Client service

Communication

Analytical skills

MS Office

Education

Bachelor’s degree in Accounting, Finance, Economics or related field

Tools

Excel

PowerPoint

Word

Outlook

Job description

Pitcairn’s Shared Single-Family Office model supports ultra-high-net-worth families and family offices. The role participates with Relationship Managers in all aspects of financial planning and leads the client service experience for select client teams.

Ideal candidates hold a Bachelor's degree with 5+ years in a client-focused professional services organization, strong MS Office skills, and relevant CFP/Series 65/66 designations or progress toward them.