Sr Client Representative

Overview

A privately held, multi-generational family office is seeking a Senior Client Representative to join its Family Services team. Reporting to the Head of Family Services, this individual will deliver a broad range of personalized financial, administrative, and lifestyle management services to family members, trusts, and related entities. The ideal candidate will bring strong organizational and relationship management skills, sound financial judgment, and the ability to anticipate and meet client needs with exceptional attention to detail.

This is an excellent opportunity for a motivated professional who thrives in a service-oriented, collaborative culture where discretion and excellence are paramount.

• Oversee budgets and cash flow
• Coordinate insurance and property management
• Assist with financing
• Provide personalized concierge and travel support

• Bachelor’s degree required; 5–7 years of relevant experience preferred
• Strong communication and interpersonal skills
• Highly organized, proactive, and detail-oriented
• Proficient in Microsoft Office Suite and comfortable with financial technology tools
• Demonstrated professionalism and discretion

This is a rare opportunity to join a collaborative, trusted, and relationship-focused environment where discretion, integrity, and service excellence are core values.