Client Service Manager - Family Office

Client Services Manager

Responsibilities

• Serve as a key relationship manager and trusted point of contact for client families
• Coordinate client onboarding, account setup, and ongoing service needs
• Support investment operations, including alternative investments, subscriptions, redemptions, and portfolio administration
• Manage client reporting, financial administration, and time-sensitive transactions
• Cook with tax professionals, advisors, and family office stakeholders
• Maintain compliance, KYC, CRM, and document management processes
• Help improve workflows and contribute to operational efficiencies and technology initiatives

Requirements

• 4-7+ years of experience in wealth management, supporting ultra-high-net-worth clients and complex financial relationships
• Strong understanding of investment and wealth management operations
• Exceptional client service, communication, and relationship management skills
• Ability to thrive in a fast-paced, evolving environment with significant autonomy
• High level of professionalism, discretion, and attention to detail
• Entrepreneurial mindset with a desire to grow into future leadership opportunities
• Comfortable leveraging technology to manage complex client relationships, reporting, and workflows; experience with Salesforce, Addepar, and related wealth management platforms is a plus
• Advanced Excel skills and strong overall technical proficiency

Qualifications

• Legal authorization to work in the United States

Skills

• Strong interpersonal and communication skills
• Proficiency in Microsoft Office Suite
• Experience with wealth management software (e.g., Salesforce, Addepar)
• Advanced Excel skills

Benefits

• Medical, vision, dental, and life and disability insurance
• Access to company 401(k) plan

Pay

TBD

Schedule

Flexible remote model

Contact

Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing.