Client Service Lead
3 weeks ago
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. We founded IWP in 2005 to fill a void of services that we experienced as clients. Everyone wanted to manage their 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
The Position:
The goal of the Client Services Lead/Support position is to coach, facilitate, manage, execute, and advise on a breadth of financial and non-financial activities associated with our high-net-worth clients. A successful candidate in the role will be able to quickly create a trusted relationship with the client, other advisors, family members, etc.
Responsibilities:
- Client Services Lead/Support Overview
- Be an active participant in a dynamic client service team, solving complex family office problems with the strictest confidentiality
- Participate in brainstorming sessions on complex client strategies.
- 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
- Financial Management
- Support with detailed execution of tax, estate, investment, entity, etc. strategies.
- Support Accounting Analysts in client bill payment requests, ensuring timely and accurate execution.
- Analyze, manage, execute, and follow up on cashiering requests including checks, wires, deposits, journals, and ACH transfers.
- Preparing forms as needed for clients' private investments by following up on documentation, notifying various third parties, and coordinating with clients.
- 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.
- Coordination & Project Management
- Coordinate with third parties including brokerage firms, banks, accountants, insurance agents, attorneys, trustees, real estate agents, etc.
- 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).
- Ensure timely insurance renewals and payments for clients.
- Series 65 will be required 6 months into the role if the new hire does not already have it.
- Client-facing, onboarding, supporting, and facilitating experience required.
- Degree from a top-tier university.
- High attention to detail and organizational acumen.
- Polished presence and ability to communicate clearly in person and electronically.
- High-caliber work ethic. Willingness to jump in 100%.
- Able to balance multiple non-congruent tasks with an eye for proper prioritization.
- Curiosity and willingness to learn something new.
- 65k-80k BOE.
- Health Insurance is 100% covered
- Retirement plan with match
- Bonus
- Cell Phone stipend
- Parking stipend
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