Family Office Associate Hybrid
2 weeks ago
Job Summary
We are seeking a highly skilled and experienced Family Office Associate Hybrid to join our team at Jobot. As a key member of our family office, you will be responsible for providing exceptional client service and support to our clients.
Key Responsibilities
- Client Service
- Provide exceptional client service and support to our clients, including responding to inquiries and resolving issues in a timely and professional manner.
- Financial Industry Experience
- 3+ years of experience as a Client Services Associate or Family Office Associate in the financial industry.
- Investment Knowledge
- Understanding of investment concepts and the ability to communicate complex financial information to clients.
- Communication Skills
- Excellent written and spoken English communication skills, with the ability to communicate effectively with clients and internal stakeholders.
- Technical Skills
- Proficiency in technology, including TD and Schwab experience, and the ability to learn new systems and tools quickly.
- Documentation
- Experience with DocuSign and the ability to manage and maintain accurate and up-to-date client documentation.
Requirements
- Education
- Bachelor's degree from an accredited institution.
- Skills
- Exceptional communication and customer service skills, including listening skills.
What We Offer
At Jobot, we offer a dynamic and supportive work environment, with opportunities for professional growth and development. We are committed to providing our employees with the tools and resources they need to succeed in their roles.
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