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Client Service Manager
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Full-time
- We provide holistic, high-touch client service including customized, independent investment management and a full range of family office and fiduciary services.
- This position involves communication and collaboration with client teams and includes hands-on work supporting delivery of full-scope client service in the areas of investments, charitable giving, cash flow management, tax planning, estate planning and more.
- The role is collaborative with our investment, operations and client service teams.
- Bachelor's degree required, investment, accounting/finance or legal (estate planning/trust administration) background preferred
- Prior experience in a professional services firm, law firm or financial services environment with exposure to investment, financial planning, tax consulting or estate planning disciplines
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