Client Service Manager - Family Office

16 Sep 2025
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Are you a proactive problem-solver with a passion for delivering exceptional client service?  Do you thrive in a fast-paced environment where priorities shift and no two days are the same?  If so, we invite you to explore this exciting opportunity to join our team as a Client Service Manager, supporting our ultra-high net-worth, or family office clientele.As a Client Service Manager, you will be a key partner to our advisors and clients, ensuring seamless execution of complex financial transactions, proactive issue resolution, and an exceptional service experience tailored to the unique needs of these families. Successful candidates will excel at managing multiple priorities simultaneously while maintaining flawless execution standards. The role demands strong analytical skills to understand complex family office operations, high emotional intelligence for client interactions, and proactive problem-solving abilities to independently source information and drive projects forward.Essential ResponsibilitiesManage multiple, evolving priorities with a strategic mindset, ensuring all client requests and financial transactions are handled with precisionAnticipate client needs and proactively address potential challenges, demonstrating creative problem-solving skillsCollaborate with internal teams, advisors, and external partners to ensure seamless execution of client requestsUphold the highest standards of confidentiality, organization, and attention to detail in all client interactionsAdapt to shifting priorities, ensuring an exceptional level of service at all times

  • ID: #54507402
  • State: Kansas Missionwoods 00000 Missionwoods USA
  • City: Missionwoods
  • Salary: USD TBD TBD
  • Job type: Full-time
  • Showed: 2025-09-16
  • Deadline: 2025-11-15
  • Category: Et cetera
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