Financial Services Director

6 days ago


Denver, Colorado, United States IWP Family Office Full time
Job Title: Client Services Team Lead

Job Summary:

The Client Services Team Lead is responsible for providing exceptional client service and support to high net worth clients. This role requires a strong understanding of financial and non-financial activities, as well as excellent communication and organizational skills.

Key Responsibilities:

  • Manage client relationships and provide personalized service to ensure client satisfaction
  • Coordinate with third-party vendors and service providers to ensure seamless execution of client requests
  • Assist with client tax planning and annual tax return preparation
  • Manage client information and maintain accurate records within financial planning systems
  • Prepare and review client reports and financial statements
  • Collaborate with internal teams to ensure accurate and timely reporting
  • Develop and implement strategies to improve client satisfaction and retention

Requirements:

  • Relevant experience in financial services or a related field
  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced environment and prioritize multiple tasks
  • High attention to detail and organizational skills
  • Ability to maintain confidentiality and handle sensitive client information

About Us:

IWP Family Office is a leading provider of family office services, dedicated to helping high net worth individuals and families achieve their financial goals. We value our clients' unique needs and provide personalized service to ensure their success.


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