Family Office Client Service Director

Cresset; Chicago (IL); On-site; USD 95,000 - 110,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) retirement plan

Health savings accounts

Disability insurance

Transportation programs

Job summary

A financial services firm in Chicago is seeking a Director, Family Office Client Service. This role involves day-to-day administrative support, assisting with client onboarding, and maintaining data accuracy in Salesforce. Candidates should have a Bachelor's degree and 3–5 years of experience in client services or operations, combined with a detail-oriented and service-minded approach. The position offers a competitive salary ranging from $95,000 to $110,000 annually, alongside a comprehensive benefits package.

Qualifications

• 3–5 years in client services, operations, or administrative support.
• Familiarity with Salesforce and proficiency in Microsoft Office.
• Discretion and confidentiality with sensitive client information.

Responsibilities

• Prepare meeting agendas and track action items.
• Organize digital files and coordinate follow-ups.
• Assist the Family Office Services Relationship Management team.

Skills

Attention to detail

Client-service mindset

Organizational skills

Strong verbal and written communication

Adaptability

Team player

Education

Bachelor’s degree in Business or Finance

Tools

Salesforce

Microsoft Office (Word, Excel, PowerPoint)

Job description

A financial services firm in Chicago is seeking a Director, Family Office Client Service. This role involves day-to-day administrative support, assisting with client onboarding, and maintaining data accuracy in Salesforce. Candidates should have a Bachelor's degree and 3–5 years of experience in client services or operations, combined with a detail-oriented and service-minded approach. The position offers a competitive salary ranging from $95,000 to $110,000 annually, alongside a comprehensive benefits package.