About Us

Windsor Advisory Group is an investment advisory firm dedicated to serving highly successful individuals, their families, and family offices. We provide comprehensive family office services to a select number of ultra-high net worth individuals and families with a focus on personalized care and tailored solutions. Our team is collaborative, detail-oriented, and passionate about delivering exceptional service.

Position Overview

We are seeking a motivated and personable individual to join our team as a Client Service Associate. This role is ideal for someone who thrives in a fast-paced, team-oriented environment and enjoys ensuring a seamless client experience.

Key Responsibilities

• Serve as a primary liaison between clients, advisors, custodians, and external professionals
• Prepare for client meetings and follow up on action items
• Coordinate and process client transactions (cash flows, asset transfers, purchases/sales)
• Prepare client reports (cash flow, investment performance, personal financial statements)
• Manage and organize client documentation and records using Salesforce, ShareFile, and SharePoint
• Maintain tax and regulatory documents
• Assist with account setup and updates and execute documents for alternative investments
• Monitor and respond to group email inboxes and client requests
• Perform general office tasks and contribute to team-wide initiatives

What We’re Looking For

• A team player with a professional and client-focused demeanor
• Strong attention to detail and organizational skills
• Excellent written and verbal communication abilities
• Proficiency in Microsoft Office (Word, Excel, Outlook)
• Ability to multitask and prioritize in a dynamic environment
• Initiative to research and resolve issues independently
• Experience with CRM systems (Salesforce preferred but not required)

Why Windsor Advisory Group?

• Collaborative and supportive team culture
• A firm that values precision, integrity, and long-term relationships
• In office with flexibility to work remotely as life warrants