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Pitcairn · 2 months ago

Client Service Associate & Experience Coordinator

Baltimore, MD, US

Full-time

Onsite

Mid Level

3+ years exp

Pitcairn is a wealth advisory firm that provides comprehensive family office services. The Client Service Associate & Experience Coordinator is responsible for managing client relationships, onboarding, and enhancing services while ensuring efficient facility operations.

ConsultingFinanceFinancial ServicesWealth Management

Comp. & Benefits

Responsibilities

Provide first-level client support

Coordinate all client account paperwork

Coordinate cash distributions (wires/check/ACHs)

Coordinate bill pay administration, callbacks, and payment processing

Process internal & external asset/account transfer forms

Process charitable contributions and prepare associated correspondence

Process and administer loans and lines of credit (LOC)

Maintain and update Tamarac CRM and Fidelity platforms (address changes)

Provide delivery support for tax documents (1099, K-1)

Provide basic client portal support (i.e., password resets, document uploads)

Coordinate meetings (primarily external meetings with multiple Trustees, CPAs, and Attorneys)

Work on both external and internal team projects

Provide additional backup/support for other Family Office Client Groups and Client Service Associates

Perform other duties as assigned for the efficient operation of the department

Answer incoming calls and direct callers to appropriate staff members

Act as point of contact for vendors

Sort and distribute mail, prepare correspondence, copy, scan and perform other clerical duties

Maintain office supplies, equipment, and common areas to ensure efficient office operation

Arrange and coordinate meetings in the Baltimore office space as needed ensuring meeting needs are met (e.g., refreshments, meals, AV working, etc.)

Perform other duties and ad hoc projects as assigned for the efficient operation of the office

Qualification

Client relationship managementFinancial services experienceCRM software proficiencyMS Office SuiteOrganizational skillsCommunication skillsProblem-solving skills