Director of Client Services

Overview

Dynamic and Growing 50B+ Wealth Management firm seeks a Director of Private Wealth Client Services to manage the administrative and private banking needs for high-net worth clientele and ultra high net worth clientele.

The Firm offers comprehensive family office services, deeply personalized wealth management, investment advisory, planning and other services for high-net-worth and ultra high net worth clientele.

• Serve as a primary lead for client onboarding, investment implementation, and private banking services
• Provide an excellent client experience for ultra-high net worth clients
• Managing and Leading a Client Service team
• Participate in the growth of a fast growing, independent RIA by servicing client needs, and maintaining and building key relationships
• Competitive compensation package ($120,000 – $150,000 base plus bonuses ranging from $20,000 – $30,000, and excellent benefits)

• Bachelor’s Degree in Business, Finance, or a related field
• 7+ years experience financial services, preferably working with ultra-high net worth clients
• Track record of superior client services skills, attention to detail, and time management
• Knowledge of Fidelity and Schwab custodial platforms a plus