Syon Capital · 4 months ago
Client Services Associate
San Francisco, CA
Full-time
Hybrid
Mid Level
3+ years expSyon Capital is a dynamic multi-family office headquartered in San Francisco, dedicated to serving ultra-high-net-worth clients. They are seeking a proactive Client Services Associate to serve as the key contact for client service requests, execute client requests efficiently, and strengthen client relationships while collaborating with senior management and internal teams.
Financial Services
Responsibilities
Serve as the key contact for all client service requests on designated client relationships
Execute client requests in a timely manner with high level of precision and efficiency
Partner with senior management on firm-wide initiatives and bespoke client strategies for designated client relationships
Develop and strengthen client relationships by learning each designated clients’ preferences and expectations with goal of exceeding expectations
Provide guidance and partnership with assigned Client Service Associate and/or Analyst on shared client relationships
Assist clients and their tax and/or estate planning advisors in executing complex wealth transfer strategies, philanthropic initiatives, tax-advantaged investment strategies and other sophisticated planning projects
Maintain and enhance relationships with designated clients’ team of professionals such as executive assistants, chiefs of staff, personal CFOs, etc
Serve as a mentor and technical resource for new hires on the Client Service team
Partner with internal investment teams on new cash deployments and portfolio creation
Provide support to internal teams on special projects when needed
Qualification
Required
Bachelor's degree with 3-7 years of professional work experience in client-facing roles, preferably in single or multi-family offices, wealth management or similar industries
Excellent interpersonal and communication skills, detail-oriented, strong sense of ownership, enjoys a fast-paced environment, dedicated team player and genuine desire to help elevate junior team members
Experience opening accounts, completing paperwork, processing money movements, and other operational tasks requiring a high degree of accuracy and attention to detail
Knowledge of basic estate planning concepts and tax planning strategies
Responds to client communications within 24 hours with most responses within the same day, if possible
Fluent in Microsoft Office Suite and working knowledge of MS Dynamics or Salesforce
Preferred
Experience with Schwab Advisor Center is a plus
Benefits
Medical, dental, and vision insurance
401(k) matching plan
Hybrid work schedules
Flexible vacation policies
Paid time off options
Sabbatical program
Robust training
Clear career path opportunities
Company
Syon Capital
At Syon Capital we dedicate ourselves to advising a select number of the nation’s wealthiest families, executives, and entrepreneurs, striving to build thoughtfully curated and holistic financial strategies to optimize their capital and enhance their lives — and their legacies.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Ash Chopra, CPWA®
Founder & CEO
Mel Chen
Chief Operating Officer
Company data provided by crunchbase