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Family Office Client Service Manager Jobs

Morgan Stanley Family Office - Client Management Associate
By Morgan Stanley At New York, NY, United States
Educate Advisors and clients about the MSFO offering, in partnership with management.
Strong organizational and process management skills
Keep track of open client requests and report progress to management.
Create client presentations, marketing, and educational materials.
2-4 years of experience: Financial services and/or consulting background is a plus
Strong PowerPoint skills, with the ability to thoughtfully craft client-facing presentations
Client Service Manager Jobs
By InfraHire At Honolulu, HI, United States
Collaborate with Client Services / Project Management to ensure projects are delivered on time and on budget
Manage assigned account marketing activities calendar
Serve as the Account team's knowledge expert on the brand heritage, campaign history, competitive landscape, and industry news
Bachelor's Degree and a minimum of 3-5 years of marketing experience in restaurant or retail marketing
Strong interpersonal and communication skills
Experience collaborating with cross-functional teams in the development of successful campaigns
Client Support And Office Manager
By Poulin | Willey | Anastopoulo At Augusta, GA, United States
Manage assigned client case load to ensure efficient, effective, and prompt client communication
Manage incoming and outgoing calls, texts and email
Minimum 1-2 years of experience in a legal services or related field
Demonstrated experience in managing personnel and office operations
Excellent communication and customer service skills
Adhere to office policies and procedures, ensuring compliance with all legal and ethical standards
Client Support And Office Manager
By Poulin | Willey | Anastopoulo At Myrtle Beach, SC, United States
Manage assigned client case load to ensure efficient, effective, and prompt client communication
Manage incoming and outgoing calls, texts and email
Minimum 1-2 years of experience in a legal services or related field
Demonstrated experience in managing personnel and office operations
Excellent communication and customer service skills
Adhere to office policies and procedures, ensuring compliance with all legal and ethical standards
Family Office Seeks Finance Manager
By LHH At New York City Metropolitan Area, United States
Family office seeks Finance Manager
· Closely review all expenses, including personal, taxes, insurance, medical, education, and mortgage payments.
· Manage and review all bank account and credit card activity for family members.
· At least 5 years of experience working at a high level in a Family Office
· Resolve any owner / family inquires, issues, and special requests quickly and accurately
· Direct the accounting and reporting for all personal transactions.
Manager / Director, Private Client Services (Family Office)
By Alvarez & Marsal At Miami, FL, United States
Strong time and project management skills
Well organized, strong attention to detail, effective time management
Strong knowledge and experience in QuickBooks
Manage and reconcile bank accounts
Delegate, review work of, and effectively manage a team of staff
Private Client Services/Family Office/High Net Worth accounting experience strongly preferred
Family Office Manager Jobs
By Private Family Office At California, United States

Successful private family seeking professional individual to assume full suite of family office responsibilities on a part time basis. The successful candidate will act as liaison in areas of ...

Tax Manager - Family Office
By Simplot At , Boise, 83702, Id
5-7 years of experience in tax accounting required.
Extensive knowledge of tax accounting principles and IRS regulations.
Skills in networking and developing relationships
Prepare business, trust, and private foundation tax returns.
Prepare tax return for a multi-state partnership with extensive pass-through entity investments
Partner with multiple departments to document related party transactions and history of closely held businesses
Back Office Assistant Client Service Manager
By Bergen Logistics At North Bergen, NJ, United States
Strong time management and organizational abilities.
Other duties and/or functions as indicated by management.
Strong knowledge of the systems RLM and WMS.
Exceptional client service and communication skills.
Fundamental knowledge of import/export procedures.
Strong English verbal and written communication skills.
Family Office Client Service Manager
By Ronald Blue Trust At , Irvine, 92618, Ca
Bachelor’s degree is required, preferably in Management, Business, Finance, and Accounting or a related field
Oversees and coordinates the day-to-day implementation of all client related services and activities delivered by external investment management partners.
Utilizes comprehensive knowledge of processes and requirements to oversee client transactions by custodians.
Bill Pay and Strategic Partner Management
Manages trading in iRebal, including Dollar-Cost Averaging (DCAs), raising cash, investing to targets, and resolving Investment Review exceptions.
Manages various Company projects for Family Office team (e.g., repapering client agreements, data verification, etc.).