Wealth & Family Office Client Services Specialist

Biltmore Family Office, LLC; Charlotte (NC); On-site; USD 45,000 - 65,000; Full time

Job summary

Biltmore Family Office, LLC, based in Charlotte, NC, seeks a Client Service Associate to support client relationships, coordinate account requests, and ensure timely execution of transactions. The role requires strong communication, accuracy, and confidentiality in a fast-paced environment.

As a full-time, on-site position, you will prepare materials, maintain client records, assist with onboarding, and liaise with custodians and partners while collaborating with advisors and the operations team

Qualifications

• Client-facing service experience and ability to respond to client inquiries.
• Strong communication skills in written and verbal form; professional phone and email etiquette.
• High level of accuracy, organization, and attention to detail in handling documentation and data.
• Foundational knowledge of finance and interest in wealth management or family office services.

Responsibilities

• Respond to client inquiries and coordinate account-related requests.
• Prepare meeting materials and client reports; maintain accurate client records.
• Assist with onboarding and account openings; communicate with custodians and external partners.
• Collaborate with advisors and operations team to resolve service issues and improve processes.

Skills

Client Services

Customer Service

Communication skills

Attention to detail

Team collaboration

Finance knowledge

Confidentiality & compliance

Multitasking

Education

Bachelor's degree in business or finance

Tools

Microsoft Office

Job description

Biltmore Family Office, LLC, based in Charlotte, NC, seeks a Client Service Associate to support client relationships, coordinate account requests, and ensure timely execution of transactions. The role requires strong communication, accuracy, and confidentiality in a fast-paced environment.

As a full-time, on-site position, you will prepare materials, maintain client records, assist with onboarding, and liaise with custodians and partners while collaborating with advisors and the operations team