Senior Associate, Client Relationship Management & Accounting

Key Responsibilities

• Serve as a primary day-to-day contact for clients, delivering responsive and high-quality service
• Operate within a single family office model, supporting a wide range of financial and operational needs
• Coincide with external advisors including tax, legal, and insurance professionals
• Anticipate client needs and proactively manage requests and deliverables
• Oversee client bill payment processes, ensuring accuracy, timeliness, and proper documentation
• Manage vendor relationships and cash disbursement workflows
• Identify and resolve discrepancies or issues in financial activity
• Maintain organized records and audit-ready documentation
• Support monthly and quarterly close processes across multi-entity structures
• Prepare and review balance sheets, income statements, and supporting schedules
• Perform quarter-over-quarter variance analysis and support explanation development
• Ensure alignment and consistency across client entities and reporting outputs
• Track investment activity, capital movements, and cash flows across client entities
• Reconcile custodial data to general ledger activity
• Monitor liquidity and support cash flow visibility for upcoming needs
• Maintain accurate and timely financial records within Sage Intacct or comparable systems
• Reconcile system data to external sources including custodians and banking platforms
• Identify data breaks and partner with teams to resolve discrepancies
• Support standardized processes across systems and workflows
• Track and reconcile inter-entity transactions and balances
• Support identification and resolution of inconsistencies
• Ensure clean, fully reconciled data across structures
• Partner with Reporting, Advisory, and Tax teams to ensure aligned financial outputs
• Support preparation of client deliverables and reporting packages
• Reduce rework by ensuring accuracy and completeness of inputs
• Manage multiple client workstreams with strong organization and follow-through
• Ensure all assigned tasks are completed, documented, and closed
• Maintain clear communication across internal and external stakeholders

Requirements

• Bachelor’s degree in Accounting, Finance, or related field required
• 4+ years of experience in family office, private wealth, public accounting, or financial services
• Experience supporting high-net-worth or ultra-high-net-worth clients in a client-facing role
• Exposure to multi-entity structures and financial operations
• Experience with Sage Intacct or similar accounting systems preferred
• Strong Excel and analytical skills
• Experience with reconciliations, cash management, and financial reporting support
• Strong attention to detail and ownership mindset
• Ability to manage multiple priorities across complex client environments
• Comfort working in fast-paced, high-expectation environments
• Clear, professional communicator with strong client presence
• Ability to coordinate across multiple teams and external advisors
• Highly responsive and service-oriented approach
• Strong service mindset with client-first orientation
• Ability to operate within a single family office environment with complexity and ambiguity
• Focus on continuous improvement and process discipline

What Success Looks Like

• Client financial operations are executed accurately and on time
• Financial data is clean, consistent, and aligned across systems
• Deliverables are completed with minimal rework and strong attention to detail
• Clients and internal partners have confidence in responsiveness and execution
• Increasing ability to operate independently across client relationships

Benefits

• Comprehensive medical, vision, and dental coverage
• Flexible spending options
• Flexible PTO
• Life insurance
• Education support
• A 401(k) plan
• Parenthood leave

Pay

TBD

Schedule

N/A