Senior Client Services Advisor: Family Office Coordinator

Walton Enterprises; Denver (CO); On-site; USD 285,000 - 405,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) retirement plan

Paid time off

Job summary

Walton Enterprises in Denver is seeking a Senior Advisor to provide an exceptional client experience for a household. This role acts as a relationship manager, orchestrating communication and service delivery while ensuring alignment with household needs.

The ideal candidate will have over 15 years of experience in family office or private client services, strong financial acumen, and excellent communication skills. The position offers a competitive salary and comprehensive benefits package.

Qualifications

• 15+ years of experience in family office or private client services required.
• Strong knowledge of wealth planning processes and financial reporting.
• Excellent written and verbal communication skills essential.

Responsibilities

• Serve as the household's relationship manager and day-to-day orchestrator.
• Manage the end-to-end household workplan and coordinate teams.
• Ensure effective communication between the household and internal teams.

Skills

Relationship Management

Financial Acumen

Problem Solving

Project Management

Communication

Education

Bachelor’s degree

Advanced degree or relevant certifications (e.g., CFP, CFA)

Job description

Walton Enterprises in Denver is seeking a Senior Advisor to provide an exceptional client experience for a household. This role acts as a relationship manager, orchestrating communication and service delivery while ensuring alignment with household needs.

The ideal candidate will have over 15 years of experience in family office or private client services, strong financial acumen, and excellent communication skills. The position offers a competitive salary and comprehensive benefits package.