Client Services Director

4 weeks ago


Denver, Colorado, United States Jobot Full time
About Us

At Jobot, we're passionate about helping families achieve their financial goals. With over a decade of experience in managing complex family offices, we've developed a unique approach that combines expertise, technology, and a personal touch.

Job Summary

We're seeking a highly skilled Client Services Lead to join our dynamic team. As a key member of our client service team, you'll be responsible for delivering exceptional service to our clients, managing complex family office problems, and collaborating with our team to drive business growth.

Key Responsibilities
  • Manage detailed execution of tax, estate, investment, and entity strategies
  • Support Accounting Analysts in client bill payment requests
  • Facilitate and/or assist in client meeting preparation and follow-up
  • Perform cash flow and financial planning analyses
  • Communicate with clients in a professional, clear, and concise manner
Requirements
  • Commensurate relevant experience in financial or adjacent industries
  • Degree from a top-tier university
  • High attention to detail and organizational acumen
  • Polished presence and ability to communicate clearly
  • Ability to manage a significant workload
What We Offer

We offer a competitive salary, bonus, and amazing benefits package, as well as opportunities for professional growth and development. If you're a motivated and detail-oriented individual with a passion for delivering exceptional client service, we'd love to hear from you.



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