Interplay

Client Success Associate

Interplay

full-time

Posted on:

Location Type: Hybrid

Location: New York City • New York • United States

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Salary

💰 $110,000 - $120,000 per year

About the role

  • 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.

Requirements

  • 3+ years of proven experience in client success, client service, or a similar role
  • A strong understanding of financial markets, investments, and financial planning.
  • High emotional intelligence (EQ) is essential.
  • High degree of familiarity with client relationship management and customer service best practices.
  • Excellent communication and presentation skills.
Benefits
  • Offers Bonus 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
tax strategiesestate planning strategiesinsurance strategiesasset allocationcash managementinvestment performance trackingcompliance guidelinesSEC requirements
Soft Skills
client successclient serviceemotional intelligencecommunication skillspresentation skills