Client Service Lead/Support

Client Service Lead/Support

The goal of the Client Services Lead/Support (dependent on experience) position is to coach, facilitate, manage, execute and advise on a breadth of financial and non-financial activities associated with our high net-worth clients’. A successful candidate in the role will be able to quickly create a trusted relationship with the client, other advisors, family members, etc.

Duties and Responsibilities:

Client Service Role Overview

· Be an active participant of a dynamic client service team, solving complex family office problems with the strictest confidentiality

· Participate in brainstorming sessions on complex client strategies.

· Manage detailed execution of tax, estate, investment, entity, etc. strategies.

· Support Accounting Analysts in client bill payment requests, ensuring timely and accurate execution.

· Facilitate and/or assist in client meeting preparation and follow-up.

· Perform cash flow and financial planning analyses, including reviewing clients’ cash, liquid, illiquid, holdings and investment allocations.

· Communicate with clients in a professional, clear and concise manner

Coordination & Project Management

· Coordinate with third parties including: brokerage firms, banks, accountants, insurance agents, attorneys, trustees, real estate agents, etc.

· Analyze, manage, execute and follow-up on cashiering requests including checks, wires, deposits, journals and ACH transfers.

· Assist with client tax planning and annual tax return preparation including gathering tax documents for clients’ accountants, processing payments of income and property taxes, and overall coordination.

· Coordinate private client loans by managing promissory notes, tracking loan activity, and providing clients and accountants with status updates.

· Manage and maintain the organization of client information within financial planning systems, CRM databases, online filing cabinets, etc.

· Work with the internal team to ensure reports and personal/business financials are accurate.

· Prepare needed forms for new bank, brokerage and bill pay accounts, obtaining signatures and following-up on account setup as needed.

· Assist with establishing various entities for clients filing/ tracking necessary paperwork related to those entities (primarily LLCs and Trusts).

· Manage clients’ private investments by preparing forms as needed, following-up on documentation, notifying various third parties, and coordinating with clients.

· Ensure timely insurance renewals and payments for clients.

Candidate Requirements:

· Commensurate relevant experience. Financial or adjacent industry preferred.

· Degree from a top tier university.

· High attention to detail and organizational acumen.

· Polished presence and ability to communicate clearly in person and electronically.

· Ability to manage a significant workload (we compensate at the top of the market).

· Able to balance multiple non-congruent tasks with an eye for proper prioritization.

· Curiosity and willingness to learn something new.

Salary

• $70k - $85k - DOE