Family Office Services Analyst

  Below is a listing of detailed job responsibilities including, but not limited to: ·       Execute administrative tasks, bill pay and lifestyle services for assigned clients with a focus on high-touch, seamless service. ·       Support the Family Office Services team on family office client relationships. ·       Partner with other internal teams on client service processes and workflow. ·       Prepare agendas and follow up for client calls and meetings. ·       Drive high client satisfaction through excellent customer service, prompt follow-up on client issues, and proactive problem solving. ·       Develop and maintain trusted relationships with key client intermediaries such as estate managers, chiefs of staff, and executive assistants. ·       Promote and ensure respect for client privacy and confidentiality in all matters.