Job Description
Job Description
Salary :
People Architects is partnering with a trusted client to assist in the identification and hiring of a Director of Client Services.
This role builds relationships and works directly with clients with the assistance of a client services associate and a team of wealth management professionals that serve a high-net-worth family comprised of multiple generations.
Essential Duties :
- Supports family clients and their outside advisors through the full cycle of client relationships, from the initial development of a plan to ongoing review meetings.
- Works with other team members to keep client's personal balance sheets and out-of-estate balance sheets current, identifying changes needed proactively and in real time.
- Reviews Client Service planning materials and manages meeting notes and action items.
- Initiates and participates in research projects involving tax and financial planning matters.
- Ensures tactical client projects such as cash flow and retirement planning analyses are on track and completed on time.
- Identifies strategic planning opportunities for clients considering personal investment assets, family business enterprise assets, and assets in trust held for clients.
- Works with the Vice President, Client Services on beneficiary distribution requests, ensuring proper and prudent fiduciary oversight.
- Updates job knowledge by participating in educational opportunities, reading professional
publications, and maintaining personal networks.
Specialized Knowledge / Skills :
- Has highly developed problem-solving, analytical, and critical thinking skills and attention to detail.
- Possesses good time management skills and a proactive communication style.
- Presents information effectively and can respond to questions from groups of managers and clients.
- Writes accurate and professional business reports, correspondence, and meeting notes.
- Handles basic and complex activities with the same energy and passion.
- Flexible and can quickly adapt to changing work priorities and workflow.
Experience / Educational Requirements :
- Bachelor’s degree and CFP or CPA designation
- Minimum of 5 years’ experience working in financial planning, public accounting, or family office environment
- Proficient in Microsoft Office applications with advanced Excel and Adobe Professional skills
Benefits :
Medical, Dental, Vision Insurance
Paid Time Off
Hybrid - Currently working 1 day in office and 4 days remote.
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