Family Office Client Service Representative

Serve as the primary day-to-day point of contact for ultra-high-net-worth family office clients, delivering high-touch, white-glove service and building relationships with family members and external advisors. Anticipate client needs to proactively coordinate solutions across internal teams, manage account onboarding and documentation for complex structures, and monitor activity status to ensure operational excellence and data integrity. Prepare customized client reports, organize materials for meetings, and support KYC/AML processes while adhering to firm policies and regulatory guidelines. Partner with financial advisors, investment bankers, and third-party managers to execute investment initiatives and liquidity events. This role reports to the Head of Family Office and offers the opportunity to shape processes as the position develops.