Single Family Office - Senior Client Representative
On-site · Racine, Wisconsin, United States
Job Summary
Senior Client Representative in a private, multi-generational family office. Responsibilities include overseeing budgets and cash flow, coordinating insurance and property management, assisting with financing, and providing personalized concierge and travel support to family members and trusts. Strong organizational and relationship-management skills, good financial judgment, discretion, and attention to detail are essential. Proficiency in Microsoft Office and comfort with financial technology tools, plus professional demeanor and excellent communication.
Required Qualifications
- Bachelor’s degree required; 5–7 years of relevant experience preferred
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