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~