Client Service Specialist

Job Description

Job Description

Established Private Family Office seeks a Client Service Specialist

• Directly support Ultra High Net Worth clients, in aspects of their financial and personal lives
• Work includes budgeting, cash flow, project management associated with physical assets, acquisitions and disposition of real estate, charitable giving, etc.
• Act as quarterback with outside advisors on certain activities, ensuring smooth operations and communication.
• Monitor and ensure timely payments, spot potential issues, and bring critical / complex ones to the attention of the head of client services
• Familiarity with SAGE accounting software is a plus
• Proficiency in Microsoft Office Suite, including Excel and PowerPoint
• Client is very open on backgrounds; will consider people coming from RIA's, accounting firms, other financial service companies, etc.
• 5+ years of direct client support experience preferred
• 100% client focused; no new business requirements

~Hybrid Work Opportunity~