Senior Family Office Client Services Lead
Listed on 2026-09-17
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Management
ECG Resources, Inc. seeks a Senior Client Services Representative for its Wisconsin family office.
This role blends accounting, financial reporting, and planning coordination to support high-net-worth family members, with emphasis on accuracy, discretion, and service quality. You will oversee personal, trust, and family entity accounting, coordinate with attorneys and advisors, handle property transactions and other personal financial matters, and mentor junior staff to ensure timely, precise
We are seeking a motivated Senior Family Office Client Services Lead to join ECG Resources, Inc. in WI, United States.
This opportunity is for the Senior Family Office Client Services Lead role at ECG Resources, Inc.
Consider building your career as a Senior Family Office Client Services Lead at ECG Resources, Inc.
The Senior Family Office Client Services Lead position in the Finance, Management & Operations field is open for applications.
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