Client Service Specialist

ECG Resources

Client Service Specialist

Racine, WI
Full Time
Paid
  • Responsibilities

    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~