Fanning Personnel • Princeton, NJ 08543 • Posted 1 day ago via LinkedIn
Tailored resume, cover letter, and cheat sheet
Using AI ⚡ to summarize the original job post
The Client Service Associate at Fanning Personnel will manage the financial affairs of high net worth clients, ensuring their complex financial needs are met with precision and care. This role involves regular interaction with clients, their family members, accountants, attorneys, and other advisors, under the supervision of the Director of Family Office Services. The position is a management/supervisory role, serving as a primary point of contact for clients and coordinating their financial activities.
Job Title: Client Service Associate - Family Office
Division: Family Office Services
Location: Princeton, NJ
Reports To: Managing Director of Family Office Services
Position Overview: The Client Service Associate will play a critical role in managing the financial affairs of our high net worth clients, ensuring their complex financial needs are met with precision and care. This management/supervisory position will involve regular interaction with clients, their family members, accountants, attorneys, and other advisors, under the supervision of the Director of Family Office Services.
Key Responsibilities:
Qualifications, Skills, and Requirements:
Skills:
Benefits:
Search for other jobs like this one:
Search for popular related roles:
Search nearby locations hiring for this role: