Related skills
crm customer success compliance financialplanning relationshipmanagement📋 Description
- Serve as primary/secondary contact for family principals, coordinating internal teams.
- Prepare for weekly meetings with member families; drive ad-hoc projects.
- Advise on tax, estate, and insurance strategies with domain experts.
- Collaborate with investment team on asset allocation and cash plans.
- Monitor portfolio progress and coordinate with operations on reporting.
- Contribute to business development, onboarding new families and expanding services.
🎯 Requirements
- Strong understanding of financial markets, investments, and financial planning.
- 7+ years in client success, client service, or similar roles.
- High EQ and extroverted social skills.
- Familiar with client relationship management and customer service.
- Excellent communication, negotiation, and presentation skills.
- Self-starter who can manage multiple priorities and stay organized.
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