Client Service Associate - Business Management & Family Office (52211)

About the role

Join our Advisory Department as an Analyst, supporting client delivery, wealth management, administrative services, and system management in a dynamic, collaborative environment that fosters professional growth.

Responsibilities

• Client Delivery Support: Assist with client delivery activities, including new client acceptance, engagement letters, client billing (including commission-based billing), client banking, and related tasks. Work with BMFO-specific systems such as CNB Business Suite, Easilink, Agilink, handling permissions, admin support, and verbal confirmations across multiple banking profiles.
• Wealth Management & Reporting: Support wealth management platforms like Black Diamond and Arch/Canoe. Prepare reports, pull private equity and other statements, and organize data to facilitate new client onboarding and integration.
• Administrative Services: Provide support to leadership and professionals, including managing calendars, itineraries, agendas, organizing virtual and in-person meetings, and coordinating travel arrangements. Handle office tasks such as filing, scanning, preparing mail packages, and ad-hoc projects.
• Data Entry & System Management: Provide system data entry support, including entering new clients or child clients into various information systems and maintaining accurate records within software and tools.
• Annual Filings Coordination: Coordinate annual non-tax filings and liaise with corporate legal services (e.g., Eminutes and Paracorp). Track, monitor, and coordinate filings across the practice, ensuring timely communications with relevant entities.
• Client Workflow & Deliverables Management: Oversee and monitor client delivery workflow tools, assist account leads with upcoming deadlines and filings, track status reports, and maintain communication with engagement teams and clients.
• Utilization & Performance Goals: Work with a performance manager to establish and meet utilization goals and targets, including billable hours and utilization objectives as part of performance requirements.

Requirements

• Minimum of three years of administrative experience, preferably in a business management or professional services environment.
• High School diploma or equivalent; completed coursework from an accredited college/university is preferred.
• Ability to proactively troubleshoot problems, ask clarifying questions, and know when to escalate issues.
• Excellent interpersonal and communication skills.
• High attention to detail.
• Ability to prioritize competing requirements and/or deadlines.
• Proficiency in Microsoft Office Suite, web-based research, and the ability to learn firm-wide applications and technology packages.
• Highest degree of integrity, professionalism, diplomacy, and discretion.
• Team player with a positive attitude.
• Flexibility to work required overtime during busy periods or as needed.

Benefits

We offer competitive compensation and benefits, along with the flexibility to manage your personal and professional life to focus on what matters most to you.