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Client Services Associate

Parkwood LLC is a private financial services company based in Cleveland, Ohio.  Employing over 60 people, Parkwood and its wholly-owned subsidiary, the Parkwood Trust Company, serve the interest of the Jack, Joseph and Morton Mandel families, their associated trusts, partnerships, foundation, and other entities. Parkwood and the Parkwood Trust Company offer a full array of trust company services including investment management, trust administration, charitable planning, multi-generational tax and estate planning, accounting, tax return preparation, assistance with legal matters, and other professional services.

Responsibilities

The responsibilities of the position include:

• Serve as primary point of contact with Clients
• Work with Clients to pay family bills, develop annual spending budgets and supervise monetary affairs so spending remains within budget
• Supervise the house manager, if any, and monitor their leadership skills for work with household staff, including submission of necessary time records
• Strengthen the effectiveness of the Client Services Department by writing policies and procedures specifically needed for Client Services

Background and Work Experience

• Bachelor’s degree with high academic achievement
• Social Worker experience helpful
• Three to four years’ experience with management of family affairs or similar experience with a family office would be helpful but is not a necessity

Other Desirable Attributes

• Proficient with Microsoft Word and Excel
• Ability to review bank statements and other financial records
• Makes positive first impression

Other Desirable Attributes

SUBMIT YOUR RESUME
or, email us at recruiter@parkwd.com