Family Office – Senior Client Operations; Newport

A Family Office & Wealth Manager is looking for a Senior Client Operations to support the firm and their clients.

• Serve as a primary point of contact for clients, their families, and their external service providers.
• Maintain centralized documentation and manage access controls.
• Oversee household and entity accounts payable and receivable.
• Categorize and reconcile expenses, ensuring accuracy and adherence to established budgets.
• Assist with the subscription process and ongoing administration of private fund investments.
• Support the monitoring and analyzing client investment portfolios.
• Help prepare reports on investment performance and financial reporting on a monthly, quarterly, and annual basis.
• Coordinate relationships with external service providers, such as lawyers, accountants, trust administrators, and investment managers to ensure integrated planning.
• Work with tax professionals to ensure proper tax filings and compliance with tax laws.
• Support the onboarding of new client relationships, including gathering information, organizing account information and coordinating account openings.
• Prepare agendas and materials for client meetings and ensure timely follow-through on action items.
• Handle sensitive information with discretion and maintain confidentiality.
• Manage risk and assisting Firm in adhering to regulatory compliance and operational policies and procedures.

• 3-5+ years of client-facing experience in financial services (family office operations, wealth management client service, trust administration, bookkeeping/accounting, or bill pay)
• Prior experience at an RIA, Family Office or large accounting firm.
• Bachelor's Degree required; advanced degrees or designations are considered, but not required.
• Thrives in project management, is well-organized and deadline driven.
• Has a professional and polished presence, while also showing warmth and care.
• High level of integrity, discretion, and emotional intelligence

This role will initially be 3 months in office and move to a relaxed hybrid offer moving forward