Client Services Team Lead
3 days ago
The Client Services Lead is a key member of our dynamic client service team, responsible for solving complex family office problems with the utmost confidentiality.
This role requires a high degree of professionalism, attention to detail, and organizational acumen. The successful candidate will be able to create a trusted relationship with clients, other advisors, and family members, and will be able to manage a significant workload with ease.
Key Responsibilities- Participate in brainstorming sessions on complex client strategies
- Manage detailed execution of tax, estate, investment, and entity 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
- Coordinate with third parties, including brokerage firms, banks, accountants, insurance agents, attorneys, trustees, and real estate agents
- 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, and other relevant systems
- Relevant experience in the financial or adjacent industry
- 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 and balance multiple non-congruent tasks with an eye for proper prioritization
- Curiosity and willingness to learn something new
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