Client Services Associate

Established Wealth Management Office seeks a Client Service SpecialistWork directly with Ultra High Net Worth clients, in all aspects of their business and financial livesWork on budgeting, cash flow, project management around jets, yachts, acquisitions and disposition of commercial real estate property, charitable giving, etc.Act as quarterback with outside advisors for interactions with external providers, ensuring smooth operations and communication.Monitor and ensure timely payments, issues spotting, and bringing critical issues to the attention of the head of client services as requiredFamiliarity with SAGE accounting software is a plusProficiency in Microsoft Office Suite, including Excel and PowerPoint, preferredAbility to manage client engagements and work directly with Ultra High Net Worth clientele (100 mm plus)Desire to be involved in all aspects of UHNW families' financial mattersClient is very open on backgrounds; will consider people coming from RIA's, accounting firms, other financial service companies, etc.Low to mid 100's plus total compensation package100% client focused; no new business requirements~Hybrid Work Opportunity~

Created: 2025-02-21