Demo

Client Service Specialist

NPA WorldWide
Racine, WI Full Time
POSTED ON 1/21/2025
AVAILABLE BEFORE 3/27/2025

Job description : Established Wealth Management Office seeks a Client Service SpecialistWork directly with Ultra High Net Worth clients, in all aspects of their business and financial livesWork 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 Qualifications : Familiarity with SAGE accounting software is a plusProficiency in Microsoft Office Suite, including Excel and PowerPoint, preferredAbility 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 mattersClient is very open on backgrounds; will consider people coming from RIA's, accounting firms, other financial service companies, etc. Why is This a Great Opportunity : Low to mid 100's plus total compensation package100% client focused; no new business requirements?~Hybrid Work Opportunity~

If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Client Service Specialist?

Sign up to receive alerts about other jobs on the Client Service Specialist career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$59,001 - $77,833
Income Estimation: 
$73,754 - $99,306
Income Estimation: 
$59,001 - $77,833
Income Estimation: 
$73,754 - $99,306
Income Estimation: 
$41,527 - $53,091
Income Estimation: 
$47,809 - $60,449
Income Estimation: 
$51,050 - $68,081
Income Estimation: 
$59,001 - $77,833
Income Estimation: 
$73,754 - $99,306
Income Estimation: 
$98,363 - $136,806
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at NPA WorldWide

NPA WorldWide
Hired Organization Address Indianapolis, IN Full Time
Job description : Senior Planning Manager, Life Science & Industrial Manufacturing Projects Note : This position require...
NPA WorldWide
Hired Organization Address Lorton, VA Full Time
Job description : We are hiring a Branch Manager for our client in Lorton, VA. As a Branch Manager, you will oversee saf...
NPA WorldWide
Hired Organization Address Roanoke, VA Full Time
Job description : As a registered nurse, you are expected to consistently deliver the best in care and customer service ...
NPA WorldWide
Hired Organization Address Chicago, IL Full Time
Job description : Established Multi-Family Office seeks a Client Service Associate to service their UHNW clients by prov...

Not the job you're looking for? Here are some other Client Service Specialist jobs in the Racine, WI area that may be a better fit.

Client Service Specialist

Aviation Advisor, Inc, Kenosha, WI

Client Service Specialist

ECG Resources, Racine, WI

AI Assistant is available now!

Feel free to start your new journey!