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Interplay · 2 hours ago

Client Success Associate, Ascend Family Office

New York, NY

Full-time

Hybrid

Mid Level

3+ years exp

Interplay is a multi-family office seeking to grow their member services team. The role involves supporting the member services team in delivering high-touch experiences to clients, driving solutions for member families, and collaborating with investment teams on asset allocation and cash management plans.

FinanceFinancial ServicesVenture Capital

Responsibilities

Support the member services team in coverage of family principals, bridging internal teams, vendors, and custodians to foster an unparalleled, high-touch experience that anticipates and exceeds client expectations

Assist in driving solutions for member families, across recurring agenda items and special projects

Research and formulate applicable tax strategies, estate planning strategies, and insurance strategies, coordinating with domain experts as needed

Collaborate with investment team on customized asset allocation and cash management plans, from formulation to execution

Help track investment progress and performance for both internal and external reporting purposes

Assist in the onboarding of new families and expanding client service offering

Monitor and abide by compliance guidelines within SEC requirements to safeguard both the firm and its clients

Qualification

Financial markets knowledgeClient success experienceClient relationship managementEmotional intelligenceCommunication skills

Required

A strong understanding of financial markets, investments, and financial planning

3+ years of proven experience in client success, client service, or a similar role

High emotional intelligence (EQ) is essential

High degree of familiarity with client relationship management and customer service best practices

Excellent communication and presentation skills

Company

Interplay

Interplay is a startup ecosystem that supports founders via venture capital, an accelerator, business services, and a multi-family office.

Founded in 2012

New York, New York, USA

11-50 employees

http://www.interplay.vc

Funding

Current Stage

Early Stage

Leadership Team

Kevin W. Tung

Senior Partner

Mark Peter Davis

Managing Partner

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