Family Office Operations Lead - Client Relations & Projects

Confidential; California (MO); On-site; USD 90,000 - 140,000; Full time

Job summary

Confidential in Playa Vista, CA is seeking a Family Office Operations Manager to lead client services and operational delivery for a discerning client portfolio. This onsite, face-to-face role requires relationship-building, process discipline, and discreet professionalism to maintain concierge-level service.

You will manage client requests, track projects, produce client-facing and internal reports, handle basic AP/AR tasks, and coordinate with leadership and external advisors to ensure

Qualifications

• 3-5+ years in client services/operations within family office/wealth space.
• Bachelor's degree required.
• Strong financial literacy and ability to navigate multiple platforms.

Responsibilities

• Client Relationship Management: serve as primary contact for assigned clients with proactive communication and service.
• Request Tracking & Project Management: prioritize and manage client requests from intake to resolution.
• Operational Reporting: prepare client-facing and internal reports with clear, polished formats.
• AP/AR & Ad Hoc Accounting: handle accounts payable/receivable and accounting tasks.
• In-Person & Phone Client Engagement: represent firm professionally with discretion and warmth.
• Cross-Functional Coordination: partner with leadership and external advisors to ensure seamless delivery.

Skills

Client relations

Project management

Operational reporting

AP/AR

Client engagement

Cross-functional coord

Education

Bachelor's degree

Tools

Excel

Job description

Confidential in Playa Vista, CA is seeking a Family Office Operations Manager to lead client services and operational delivery for a discerning client portfolio. This onsite, face-to-face role requires relationship-building, process discipline, and discreet professionalism to maintain concierge-level service.

You will manage client requests, track projects, produce client-facing and internal reports, handle basic AP/AR tasks, and coordinate with leadership and external advisors to ensure