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Senior CSA: UHNW Family Office Concierge Ops Lead
Job in
Birmingham, Oakland County, Michigan, 48012, USA
Listed on 2026-08-22
Listing for:
Planning Alternatives
Full Time
position Listed on 2026-08-22
Job specializations:
-
Business
Client Relationship Management
Job Description & How to Apply Below
Planning Alternatives seeks a Senior Client Service Administrator to deliver white-glove service to UHNW families while leading the CSA team in operations excellence. You will coordinate with advisors, CPAs, and estate attorneys to ensure accurate onboarding, robust reporting, and proactive client support.
The role requires 5–10+ years in client service/operations within RIAs or similar settings, with strong attention to detail and judgment.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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