Established Wealth Management Office seeks a Client Service Specialist

• Work directly with Ultra High Net Worth clients, in all aspects of their business and financial lives
• Work 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 required
• Familiarity with SAGE accounting software is a plus
• Proficiency in Microsoft Office Suite, including Excel and PowerPoint, preferred
• Ability 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 matters
• Client 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 package
• 100% client focused; no new business requirements

~Hybrid Work Opportunity~