Sr. Client Representative

Racine, WI - USA

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

A privately held multi-generational family office is seeking a Senior Client Representative to join its Family Services team. Reporting to the Head of Family Services this individual will deliver a broad range of personalized financial administrative and lifestyle management services to family members trusts and related ideal candidate will bring strong organizational and relationship management skills sound financial judgment and the ability to anticipate and meet client needs with exceptional attention to detail. Responsibilities include overseeing budgets and cash flow coordinating insurance and property management assisting with financing and providing personalized concierge and travel support.

This is an excellent opportunity for a motivated professional who thrives in a service-oriented collaborative culture where discretion and excellence are paramount.

Qualifications:

Bachelors degree required; 57 years of relevant experience preferred
Strong communication and interpersonal skills
Highly organized proactive and detail-oriented
Proficient in Microsoft Office Suite and comfortable with financial technology tools
Demonstrated professionalism and discretion

This is a rare opportunity to join a collaborative trusted and relationship-focused environment where discretion integrity and service excellence are core values.

Required Experience:

Senior IC