Client Service Specialist - San Francisco, California United States - 10804



JOB DESCRIPTION

Job #: 10804
Title: Client Service Specialist
Job Location: San Francisco, California - United States
Employment Type:
Salary: $150,000.00 - $200,000.00 - US Dollars - Yearly
Other Compensation: Above Average Benefits
Employer Will Recruit From: Nationwide
Relocation Paid?: Yes

WHY IS THIS A GREAT OPPORTUNITY?


Boutique high-end Multi-Family Office seeks a Client Service Specialist to work directly with UHNW clients on a comprehensive family office services platform in San Francisco, CA.

This opportunity offers a solid career path with strong growth potential at a well-established and expanding firm, catering to high profile, exclusive clientele. Total compensation package of 150-200K, commensurate with experience.

Relocation assistance is available

JOB DESCRIPTION

  •          Assist clients in all areas of Family Office Services including tax, estate, bill pay, concierge, household staff, and investment operations
  •          Extensive client contact in a very high touch, client service oriented environment
  •          Develop trusted relationships with key client advisors including attorneys and CPA’s, and act as liaison in executing wealth planning strategies

 

QUALIFICATIONS

Requires 6+ years' experience in a family office services environment with exposure to tax and estate planning concepts. Prior CPA or law firm background a plus.

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