What are the responsibilities and job description for the Client Service Specialist position at ECG Resources?
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~
Salary : $16 - $21
