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Collyde

17 Collyde Jobs Hiring Near You

Collyde

Portfolio Manager, Family Office

Alpharetta, GA

$175K - $225K/yr

About Blue Trust Blue Trust provides financial and family-office services through a planning philosophy grounded in biblical principles. Its Family Office platform integrates investments with tax ...

Collyde

Portfolio Manager, Family Office

Alpharetta, GA · On-site

$175 - $225/hr

About Blue Trust Blue Trust provides financial and family-office services through a planning philosophy grounded in biblical principles. Its Family Office platform integrates investments with tax ...

Collyde

Portfolio Manager, Family Office

Alpharetta, GA

$175K - $225K/yr

About Blue Trust Blue Trust provides financial and family-office services through a planning philosophy grounded in biblical principles. Its Family Office platform integrates investments with tax ...

Collyde

Project Leader

Atlanta, GA · Hybrid

About Brand Apart Brand Apart is a creative studio dedicated to building bold, unconventional ways for people to love brands. They work across design, video, strategy, and experiential -- serving ...

Collyde

Project Leader

Atlanta, GA · Hybrid

About Brand Apart Brand Apart is a creative studio dedicated to building bold, unconventional ways for people to love brands. They work across design, video, strategy, and experiential -- serving ...

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Collyde Jobs Information

Infographic showing various job openings at Collyde in the United States as of August 2026, with employment types broken down into 67% Full Time, and 33% Temporary. Highlights an 100% Physical job distribution.

Servicing Advisor - Multi-Family Office

Collyde

New York, NY

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 17 days ago

Job description

About the role
A New York–based multi-family office serving ultra-high-net-worth families is adding a Servicing Advisor to its team of professionals. This is a client-facing role owning day-to-day relationships and the operational service behind them.

What you'll do
  • S
    • erve as the primary day-to-day point of contact for assigned client relationships — fielding questions directly and managing follow-through to resolution
  • L
    • ead client onboarding end to end, and own the ongoing service of portfolios and individual and family client needs
  • D
    • evelop deep familiarity with custodians' procedures and forms to execute operational items efficiently and answer related questions
  • P
    • repare and send forms for physical or electronic delivery through DocuSign
  • M
    • aintain accurate client information across all systems and records
  • P
    • repare and review balance sheets, allocation reports, complex budgeting, estate and trust planning summaries, performance reports, cash flow analysis, and other client reports
  • C
    • onduct due diligence and prepare memos on investment structures, account transfers, and wealth strategies
  • S
    • upport tax-aware analysis and coordinate with clients' accountants and attorneys on planning matters
  • R
    • esearch, implement, and help coordinate wealth strategies across traditional and alternative investments
  • O
    • wn client meeting preparation and follow-up, and mentor junior analysts on the same
  • H
    • elp drive various projects and firm-related initiatives
  • C
    • ollaborate with clients' accountants, lawyers, trustees, security personnel, fine art advisors, personal assistants, and other outside advisors

    What we're looking for
  • 3
    • –5 years of relevant experience in a multi-family office, RIA, private bank, or wealth management firm, including direct client-facing responsibilities
  • A
    • track record of managing client relationships and serving as a trusted point of contact for sophisticated families and their advisors
  • C
    • omfort communicating with clients in person, by phone, and in writing — including sensitive, complex matters handled with discretion
  • A
    • bility to multitask at a high level, adapt to shifting priorities, and resolve action items independently
  • P
    • recision and clarity in a high-paced, demanding environment; ability to own and prioritize multiple client workstreams
  • S
    • ound judgment and the maturity to escalate appropriately while operating with autonomy
  • S
    • trong attention to detail, organization, and verbal/written communication
  • S
    • ensitivity to confidential and personal client matters
  • S
    • trong technology skills, including Microsoft Office (Teams, Excel)
  • E
    • xperience with Salesforce, Addepar, Canoe, Adhesion, and/or DocuSign a strong plus
  • S
    • panish speaking a plus
  • B
    • A/BS degree

    Benefits
    Health, dental, and vision insurance; 401(k) with employer match; paid vacation and holidays; hybrid work; investment advisory benefits.
    Employment Type: FULL_TIME

    Apply