Vice President, Client Services, Family Office

The Company is seeking a Vice President for Client Services to join its best-in-class client service organization. The successful candidate will be responsible for high-volume client interaction, requiring excellent interpersonal skills and the ability to work with clients with complex investment strategies and entity structures. This role involves preparing and delivering in-depth reports, analysis, and discussions on personal cash management, budgeting, and forecasting, as well as providing hands-on assistance with significant financial transactions. The Vice President will also be involved in communicating investment results, managing clients' property and casualty insurance, foundation administration, and charitable donations, and will serve as a functional generalist in a non-investment capacity. Candidates for the Vice President position should have a strong academic background, including a bachelor's degree and ideally an advanced degree or certification. A minimum of 7 years' of relevant experience in client/relationship management or family office client services is required, with a strong understanding of the transaction side of complex family office operations. The role demands a professional with unimpeachable integrity, a client service mentality, and the ability to work closely with clients, internal teams, and third-party service providers. The ideal candidate will be highly organized, proactive, and a problem solver, with the ability to manage multiple projects and maintain a high level of excellence.