Established Wealth Management Office seeks a Client Service Specialist
Will train accounting or finance professional in the following areas: budgeting, cash flow, project management around jets, yachts , acquisitions and disposition of commercial real estate property, charitable giving, etc.
Work directly with Ultra High Net Worth clients, in all aspects of their business and financial lives
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
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
Familiarity with SAGE accounting software is a plus
Proficiency in Microsoft Office Suite, including Excel and PowerPoint, preferred
Client is very open on backgrounds; will consider people coming from RIA's, accounting firms, other financial service companies, etc.