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Senior Client Relations Executive

2 months ago

Houston, Texas, United States ECG Resources, Inc. Full time

Senior Client Relations Executive at ECG Resources, Inc.

ECG Resources, Inc. is in search of a Senior Client Relations Executive to offer expert guidance and support to Ultra High Net Worth (UHNW) individuals regarding trust, estate, and wealth management strategies. This position emphasizes providing outstanding client service to those with investable assets exceeding $100 million.

Key Responsibilities:

  • Provide thorough advice on wealth management, family office services, and financial matters to UHNW families.
  • Ensure exceptional client service through a personalized and attentive approach.

What We Offer:

  • A collaborative and supportive team environment.
  • A competitive compensation package that includes a base salary, performance bonuses, equity options, and comprehensive benefits.

Requirements:

  • JD or CPA qualification is essential.
  • A minimum of 15 years of experience in tax, estate planning, or wealth management is required.
  • Candidates with backgrounds in law or CPA firms are highly encouraged to apply.