Client Service Associate

Job Opening: Client Service Associate

📌 About Us 

Goldrock is a trusted adviser to high-net-worth families from around the world. We specialize in managing the full spectrum of our clients’ financial affairs and investments. Our services are tailored to meet the complex and evolving needs of multi-generational families with significant wealth. 

We pride ourselves on delivering clear, independent investment advice and comprehensive financial guidance. Our team brings together deep expertise across disciplines, working collaboratively to serve the best interests of our client families. At Goldrock, we strive to make each family feel as though they are our only client. 

🎯 Role Overview

We are looking for a proactive, detail-oriented, and highly organized Client Service Associate to join our Multi Family Office team. This role works closely with the firm’s partners to support high-net-worth clients, ensuring their financial matters, investments, and personal requests are handled efficiently, accurately, and with discretion.

The ideal candidate will thrive in a fast-paced, high-responsibility environment and enjoy coordinating with clients, internal teams, financial institutions, and government authorities to deliver seamless service.

🛠️ Key Responsibilities

·        Providing practical solutions across a range of client financial matters, including cash management, bank deposits, foreign exchange, insurance, and private real estate transactions.

·        Coordinating with local and international financial institutions to execute transactions and address compliance requirements.

·        Liaising with government authorities to resolve client-related matters.

·        Assisting in the preparation of accurate, high-quality client reports.

·        Supporting marketing administration efforts, including assistance with podcast production.

📚 Qualifications

·        Spoken and written fluency in both English and Hebrew, a must

·        Excellent interpersonal relations and a proven record of working in a team

·        Detail-oriented and striving to 100% accuracy

·        Strong numeracy, oral communication and written communication skills

·        Qualities of integrity, responsibility and accountability

·        A pragmatic “can do” approach to problem solving

·        Proficient in MS Excel, Word, Outlook and PowerPoint. Able to easily learn new software tools.

·        2 or more years of work experience in financial services or related services (such as investor services, investor relations, account executive or compliance) an advantage

Work is from our offices in Modiin, with the option of 1 day a week from home (after the training period).

📩 How to Apply

Please send your resume and a brief cover letter to orliHR@goldrockcap.com. Applications will be reviewed on a rolling basis.