Client Service Manager - Family Office

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.About the RoleAs 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. This role requires a high level of professionalism, attention to detail, and strategic thinking, as well as the flexibility to accommodate the evolving needs of sophisticated clients—including occasional work outside of normal business hours.Key ResponsibilitiesServe as the primary point of contact for family office clients, delivering white-glove service with discretion and professionalism.Manage multiple, evolving priorities with a strategic mindset, ensuring all client requests and financial transactions are handled with precision.Anticipate client needs and proactively address potential challenges, demonstrating creative problem-solving skills.Collaborate with internal teams, advisors, and external partners to ensure seamless execution of client requests.Uphold the highest standards of confidentiality, organization, and attention to detail in all client interactions.Adapt to shifting priorities and occasional after-hours client needs, ensuring an exceptional level of service at all times.