Client Services Lead

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Job details

Bonus Amazing Benefits Upward Mobility

This Jobot Job is hosted by Ryan Kilroy

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Salary $75,000 - $120,000 per year

About Us

A bit about us

We value your story, how you got here and where you are going. We work diligently to build and maintain the appropriate structures, tools and support for every client’s uniquely evolving financial universe, and we have a story of our own. Founded in 2005 to fill a void of services that we personally experienced as clients. Everyone wanted to manage our money – no one wanted to help with the often confusing and time-consuming realities of having wealth. With more than a decade of service to families across the country, we possess the knowledge, experience, and skills that are vital to creating and managing multiple complex family offices.

To us, “family office” is not an add-on, it’s who we are!



Why join us?


Duties and Responsibilities

Client Services Lead Overview

• Be an active participant of a dynamic client service team, solving complex family office problems with the strictest confidentiality
• Participate in brainstorming sessions on complex client strategies.
• Manage detailed execution of tax, estate, investment, entity, etc. strategies.
• Support Accounting Analysts in client bill payment requests, ensuring timely and accurate execution.
• Facilitate and/or assist in client meeting preparation and follow-up.
• Perform cash flow and financial planning analyses, including reviewing clients’ cash, liquid, illiquid, holdings and investment allocations.
• Communicate with clients in a professional, clear and concise manner
  
  

Coordination & Project Management

• Coordinate with third parties including brokerage firms, banks, accountants, insurance agents, attorneys, trustees, real estate agents, etc.
• Analyze, manage, execute and follow-up on cashiering requests including checks, wires, deposits, journals and ACH transfers.
• Assist with client tax planning and annual tax return preparation including gathering tax documents for clients’ accountants, processing payments of income and property taxes, and overall coordination.
• Coordinate private client loans by managing promissory notes, tracking loan activity, and providing clients and accountants with status updates.
• Manage and maintain the organization of client information within financial planning systems, CRM databases, online filing cabinets, etc.
• Work with the internal team to ensure reports and personal/business financials are accurate.
• Prepare needed forms for new bank, brokerage and bill pay accounts, obtaining signatures and following-up on account setup as needed.
• Assist with establishing various entities for clients filing/ tracking necessary paperwork related to those entities (primarily LLCs and Trusts).
• Manage clients’ private investments by preparing forms as needed, following-up on documentation, notifying various third parties, and coordinating with clients.
• Ensure timely insurance renewals and payments for clients.
  
  

Job Details

Candidate Requirements

• Commensurate relevant experience. Financial or adjacent industry preferred.
• Degree from a top tier university.
• High attention to detail and organizational acumen.
• Polished presence and ability to communicate clearly in person and electronically.
• Ability to manage a significant workload (we compensate at the top of the market).
• Able to balance multiple non-congruent tasks with an eye for proper prioritization.
• Curiosity and willingness to learn something new.
  
  

Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

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