Teams at Aspiriant

Supports senior advisors and clients by preparing financial plans, balance sheets, cash flow schedules, investment analyses, insurance summaries, and capital sufficiency assessments. Coordinates financial planning projects with internal teams and external professionals, prepares meeting materials and client communications, responds to client inquiries, improves internal processes, and supports business development. Requires strong organization, communication, financial analysis, and client service skills.

Supports ultra-high-net-worth wealth management clients by preparing net worth statements, cash flows, tax projections, financial plans, and capital sufficiency analyses. Coordinates work across tax, accounting, banking, and investment advisory teams; reviews tax materials; gathers client information; communicates with clients and advisors; and supports client meetings, preparation, and follow-up.

Provides high-touch client service for ultra-high-net-worth wealth management clients. Responsibilities include maintaining client accounts, processing transfers, managing cash and account changes, reviewing performance and tax reports, processing fee bills, resolving issues with custodians, maintaining compliance records, and supporting workflow and process improvements. The role partners closely with Wealth Managers and requires exceptional communication, organization, accuracy, and financial-services client service experience.