Client Services Lead – Business & Financial Affairs

Seros Partners; Atlanta (GA); On-site; USD 50,000 - 70,000; Full time

Job summary

Seros Partners is looking for a highly organized Client Services Lead to manage the financial operations for elite clients. This role involves working closely with various professionals to ensure effective management of client affairs while providing exceptional support. Ideal candidates will possess a strong financial background and solid interpersonal skills, thriving in a dynamic environment of client relations.

Qualifications

• 3+ years in client services, business management, or similar fields.
• Strong understanding of budgeting, taxes, and insurance required.
• High discretion and professionalism while managing client relations.

Responsibilities

• Act as day-to-day business manager for assigned clients.
• Oversee all client financial activity including budgeting and cash flow planning.
• Ensure compliance with relevant regulations and maintain accurate client records.

Skills

Financial acumen

Communication

Organizational skills

Interpersonal skills

Education

Bachelor’s degree in Business, Finance, Accounting, or related field

Tools

Excel

Google Workspace

Financial tracking tools

Job description

Client Services Lead – Business & Financial Affairs

Client Services Lead – Business & Financial Affairs

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This range is provided by Seros Partners. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$50,000.00/yr - $70,000.00/yr

Direct message the job poster from Seros Partners

We are seeking a highly organized and strategicClient Services Leadto oversee the day-to-day business and financial operations for our roster of elite clients. This individual will act as the central point of contact, working directly with clients and their teams (agents, attorneys, CPAs, financial advisors) to ensure cohesive management of their affairs.

Position Summary:

We are seeking a highly organized and strategicClient Services Leadto oversee the day-to-day business and financial operations for our roster of elite clients. This individual will act as the central point of contact, working directly with clients and their teams (agents, attorneys, CPAs, financial advisors) to ensure cohesive management of their affairs.

Key Responsibilities:

• Act as day-to-day business manager for assigned clients, providing concierge-level support
• Oversee and track all client financial activity, including income, expenses, and account balances
• Assist in budgeting and cash flow planning; provide regular financial reports and summaries
• Coordinate with CPAs on tax planning and preparation
• Provide vetted referrals to CPAs, financial advisors, and other professionals as needed
• Monitor and coordinate insurance policies (health, disability, liability, etc.)
• Oversee bill pay, wire transfers, and financial approvals in coordination with client preferences
• Ensure compliance with relevant regulations and best practices
• Maintain confidential and accurate records for all client interactions and financial matters

Qualifications:

• Bachelor’s degree in Business, Finance, Accounting, Sports Management, or related field required
• 3+ years of experience in client services, business management, family office, or athlete representation preferred
• Strong financial acumen and understanding of budgeting, taxes, and insurance
• Exceptional communication, organizational, and interpersonal skills
• High level of discretion, integrity, and professionalism
• Ability to manage multiple client relationships simultaneously
• Proficient with Excel, Google Workspace, and financial tracking tools

Ideal Candidate:

• Comfortable working with high-profile individuals and confidential matters
• Detail-oriented with the ability to manage both strategy and execution
• Flexible and responsive; able to adapt to evolving client needs

To Apply:

Please submit your resume and a brief cover letter outlining your relevant experience and interest in the role to [e-mail].

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

• Industries

  Marketing Services

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