Client Service Lead

Billion+ AUM Independent RIA

Midtown Manhattan, NY

Overview

Dynamic Billion+ AUM Independent Wealth Management Firm seeks a Private Wealth Client Services Lead and Transition Specialist to manage the Client Service team and client onboarding needs for ultra-high-net worth clientele.

The Firm offers comprehensive family office services, deeply personalized wealth management, investment advisory, planning and other services for ultra high net worth clientele.

Highlights

• Serve as a primary lead for client onboarding and the client service team
• Provide excellent client experience for ultra-high net worth clients
• Participate in the growth of a dynamic, independent RIA by servicing client needs and building key relationships, while streamlining onboarding and operational processes
• Competitive compensation package including significant base salary, benefits, and bonuses
• Hybrid Schedule: Four days in office weekly, 1 day remote

Requirements

• Bachelor’s Degree
• 7+ years Client Service experience within Private Wealth Management, working with ultra-high net worth clients
• Track record of superior client services skills, attention to detail, and time management
• Experience with Custodial and Reporting platforms, preferably Schwab, Pershing, and Addepar