Single Family Office - Senior Client Representative

The hiring establishment is a privately held, multi-generational family office that delivers comprehensive financial and lifestyle management services to its clients. Family offices are specialized firms set up by wealthy families to manage their financial affairs, investments, estate planning, and other personal services across generations. This particular family office is dedicated to providing a high level of personalized attention to family members, trusts, and related entities, ensuring that each client’s unique needs are met with precision and professionalism. Family offices like this one are distinguished by their commitment to discretion, integrity, and a collaborative culture that supports long-term relationships and trust between clients and staff.

This role is for a Senior Client Representative who will be a key member of the Family Services team. Reporting directly to the Head of Family Services, this position is designed for an experienced professional with strong organizational and interpersonal skills. The Senior Client Representative will manage a diverse range of responsibilities that include financial oversight, administrative tasks, and lifestyle management services. Core duties involve overseeing budgets and cash flow for family members and trusts, coordinating insurance and property management needs, assisting with financing options, and delivering personalized concierge and travel support. This breadth of responsibilities requires someone who can anticipate client needs and provide proactive solutions while maintaining a high level of attention to detail.

The ideal candidate will bring solid financial judgment combined with an ability to maintain confidentiality and act with discretion at all times. Proficiency with Microsoft Office Suite and comfort with financial technology tools are essential to manage the complex data and reporting involved. Strong communication skills are critical, as this role involves frequent interactions with family members, vendors, and trusted advisors. The environment is deeply collaborative, fostering teamwork and mutual support among its family services professionals. This opportunity is well suited for someone who thrives in a service-oriented culture where excellence and client satisfaction are the highest priorities. The role offers a meaningful career path in a trusted, relationship-focused setting that values integrity and service excellence.