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Company Overview:
Trove is an administrative financial services company that understands the complex needs of high-net-worth individuals, families and/or their organizations. Trove delivers an array of bespoke, day-to-day, financial solutions to the families and engagements it serves. We have 5 office locations; Boston, MA, New York City, NY, Bryn Mawr, PA, Salt Lake City, UT, & Stamford, CT. Through continued growth we have become the leading independent multi-family office in North America!
Job Description:
We are seeking a Client Onboarding Associate to join our Family Office. This individual will be a key team member responsible for the daily client onboarding and accounting needs for a portfolio of assigned families and/or engagements. If you possess the requisite skill set and experience for the role, encompassing not only a strong foundation in general accounting but also a proficiency in leveraging technology for financial analysis and reporting, we invite you to apply. Your ability to seamlessly integrate technology into your work, coupled with a keen understanding of quality communication and responsiveness, an unwavering attention to detail for ensuring accuracy and timeliness, and a proactive approach to anticipating needs and seeking innovative solutions, will make you an ideal candidate. Don't miss the opportunity to showcase your aptitude for following through on work and open items in a technologically advanced and efficient manner. Apply now and contribute to our dynamic team!
Responsibilities:
Skills and Qualifications:
Full Time
$66k-81k (estimate)
06/05/2024
07/03/2024
The following is the career advancement route for Client Onboarding Specialist positions, which can be used as a reference in future career path planning. As a Client Onboarding Specialist, it can be promoted into senior positions as a Customer Success Associate II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Onboarding Specialist. You can explore the career advancement for a Client Onboarding Specialist below and select your interested title to get hiring information.