Fiduciary Family Office | Client Relationship Manager

Fiduciary Family Office is a boutique multifamily wealth management firm dedicated to providing personalized financial guidance and family office services to ultra-high-net-worth families. Our team acts as a trusted advisor, offering a comprehensive range of services that extend beyond traditional investment management. From investment strategy, tax and estate planning to family governance and philanthropic endeavors, we have meaningful connections with our clients, often becoming an extension of their family. Committed to fostering growth and legacy across generations, we take the time to understand each family’s unique aspirations, collaborating closely with their professional advisors to craft bespoke solutions designed to align with the family’s values and goals.

This critical role offers an opportunity to make a profound impact on the lives of the families we serve.

We are seeking a highly motivated and detail-oriented Client Relationship Manager to join the Fiduciary Family Office team in being a pivotal part of delivering exceptional service to our clients. In this role, you will act as a client advocate, overseeing account operations, service requests, and financial transactions to ensure a seamless service experience. This is a critical role that requires strong interpersonal skills, institutional custodian operational expertise, and a client-focused mindset to uphold the high standards of our firm.

Key Responsibilities :

• Assist in overseeing all operational aspects of the client relationship, ensuring a seamless and exceptional client experience through efficient account management, timely delivery, and attention to detail
• Prepare paperwork and confirm all forms meet requirements and are accurate before submission
• Submit, track, and follow up on service requests for account setup, maintenance, and transactions, confirming accuracy and completeness, and communicate updates to the team and clients
• Monitor and execute client requests, such as wire transfers, money movements, and account transactions
• Help prepare for client meetings by gathering data, preparing reports, and ensuring all materials are accurate and ready for review
• Assist with onboarding new clients, including gathering documentation, completing custodial forms, and ensuring a smooth and successful transition
• Update allocation worksheets and assist in implementing investment strategies
• Contribute to process improvements to enhance client servicing efficiency and accuracy

Technical Proficiency :

Position Requirements :

Hours & Compensation :

Please submit resumes to admin@fiduciaryfo.com