Servicing Advisor – Multi-Family Office

Collyde; New York (NY); Hybrid; USD 110,000 - 180,000; Full time

Benefits offered by this job

Health insurance

401(k) with employer match

Paid vacation and holidays

Hybrid work

Job summary

Collyde is seeking a Servicing Advisor based in New York to manage day-to-day client relationships and the operational service behind them. The role requires owning onboarding end-to-end, servicing portfolios, and preparing comprehensive client reports.

You will coordinate with custodians and outside advisors, handle complex budgeting and planning summaries, and support wealth strategies across investments. Strong communication and discretion are essential.

Qualifications

• 3–5 years of experience in a multi-family office, RIA, private bank, or wealth management firm with direct client-facing duties
• Proven ability to manage client relationships for sophisticated families and their advisors
• Excellent written and verbal communication, with discretion in handling sensitive matters
• Ability to multitask, adapt to shifting priorities, and own multiple client workstreams
• High attention to detail in a fast-paced environment; strong judgment and autonomy
• Proficiency with common software tools and collaboration platforms (Office, Salesforce, DocuSign)

Responsibilities

• Serve as the primary day-to-day contact for assigned client relationships and manage follow-through to resolution
• Lead end-to-end client onboarding and oversee ongoing service of portfolios and client needs
• Prepare and review balance sheets, reports, and complex budgeting documents
• Prepare forms for DocuSign delivery and maintain accurate client data across systems
• Coordinate with clients' accountants and attorneys on planning matters
• Support wealth strategies across traditional and alternative investments and mentor junior analysts

Skills

Client relationships

Communication

Discretion

Multitasking

Detail orientation

Autonomy

Education

BA/BS degree

Tools

Salesforce

Addepar

Canoe

Adhesion

DocuSign

Microsoft Excel

Teams

Job description

About the role

A New York–based multi-family office serving ultra-high-net-worth families is adding a Servicing Advisor to its team of professionals. This is a client-facing role owning day-to-day relationships and the operational service behind them.

What you'll do

• Serve as the primary day-to-day point of contact for assigned client relationships — fielding questions directly and managing follow-through to resolution
• Lead client onboarding end to end, and own the ongoing service of portfolios and individual and family client needs
• Develop deep familiarity with custodians' procedures and forms to execute operational items efficiently and answer related questions
• Prepare and send forms for physical or electronic delivery through DocuSign
• Maintain accurate client information across all systems and records
• Prepare and review balance sheets, allocation reports, complex budgeting, estate and trust planning summaries, performance reports, cash flow analysis, and other client reports
• Conduct due diligence and prepare memos on investment structures, account transfers, and wealth strategies
• Support tax-aware analysis and coordinate with clients' accountants and attorneys on planning matters
• Research, implement, and help coordinate wealth strategies across traditional and alternative investments
• Own client meeting preparation and follow-up, and mentor junior analysts on the same
• Help drive various projects and firm-related initiatives
• Collaborate with clients' accountants, lawyers, trustees, security personnel, fine art advisors, personal assistants, and other outside advisors

What we're looking for

• 3–5 years of relevant experience in a multi-family office, RIA, private bank, or wealth management firm, including direct client-facing responsibilities
• A track record of managing client relationships and serving as a trusted point of contact for sophisticated families and their advisors
• Comfort communicating with clients in person, by phone, and in writing — including sensitive, complex matters handled with discretion
• Ability to multitask at a high level, adapt to shifting priorities, and resolve action items independently
• Precision and clarity in a high-paced, demanding environment; ability to own and prioritize multiple client workstreams
• Sound judgment and the maturity to escalate appropriately while operating with autonomy
• Strong attention to detail, organization, and verbal/written communication
• Sensitivity to confidential and personal client matters
• Strong technology skills, including Microsoft Office (Teams, Excel)
• Experience with Salesforce, Addepar, Canoe, Adhesion, and/or DocuSign a strong plus
• Spanish speaking a plus
• BA/BS degree

Benefits

• Health, dental, and vision insurance
• 401(k) with employer match
• Paid vacation and holidays
• Hybrid work
• Investment advisory benefits