Family Office Client Manager - New York City, New York United States - 21672

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JOB DESCRIPTION

Job #: 21672
Title: Family Office Client Manager
Job Location: New York City, New York - United States
Employment Type:
Salary: contact recruiter for details
Employer Will Recruit From: Regional
Relocation Paid?: NO

WHY IS THIS A GREAT OPPORTUNITY?


Family Office Client Manager - New York, NY

Established boutique UHNW accounting firm seeks Family Office Client Manager to provide comprehensive Family Office services to its high net worth individuals.

 

JOB DESCRIPTION

  • Be involved all aspects of HNW individuals financial affairs including mortgages, financing,  coordination of bill pay, buy/sell agreements, acquisition and disposition of strategic assets, etc.
  • Research technical matters and apply to client needs

QUALIFICATIONS

Requires 5+ years' experience  in Family Office services. CPA or MBA preferred.