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Client Relations Analyst, Family Office Services
2 months ago
About Interchange Capital Partners:
Interchange Capital Partners is a rapidly expanding advisory firm focused on assisting multi-generational family-owned enterprises with comprehensive consulting services, transaction guidance, and family office solutions. Our expertise spans decades, enabling us to help families and businesses assess their current situations and formulate detailed plans for future success. We provide clarity, insight, and actionable strategies to help our clients achieve their objectives.
Position Overview:
We are seeking a Client Service Analyst to enhance our Family Office Solutions team. This role requires exceptional attention to detail, a strong client service orientation, the ability to manage multiple tasks, and a collaborative spirit.
Ideal Candidate:
The successful candidate will be a highly driven, service-focused individual with a mix of intellectual curiosity, interpersonal skills, and analytical abilities. A genuine interest in finance, coupled with energy, confidence, and initiative, is essential. Good judgment, integrity, and a willingness to thrive in a dynamic, fast-paced environment are also key attributes.
Essential Qualifications:
- Bachelor's degree with a record of strong academic achievement.
- Meticulous attention to detail and excellent organizational capabilities.
- Outstanding communication skills with the ability to handle multiple priorities.
- Proficient in Microsoft Excel.
- Familiarity with financial planning software such as NetX360, E Money, or iPaladin is advantageous.
Role Responsibilities:
As a Client Service Analyst within our Family Office Solutions team, you will work closely with our leadership to enhance client relationships through superior service. Each client has distinct goals, necessitating a tailored approach that involves collaboration across the firm to deliver exceptional service.
Key Duties Include:
- Addressing client inquiries regarding products and services.
- Coordinating meetings between advisors and clients.
- Preparing written or electronic communications on behalf of advisors.
- Documenting and tracking client interactions.
- Maintaining client information databases for advisors.
- Managing and resolving client complaints.
- Organizing and filing client documentation.
- Assisting with client requests, including fund transfers.
- Informing clients about new offerings.
- Ensuring compliance with regulatory standards.
