Senior CSA: UHNW Family Office Concierge Ops Lead

Planning Alternatives; Birmingham (MI); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Retirement plans

Paid time off

Professional development opportunities

Job summary

Planning Alternatives seeks a Senior Client Service Administrator to deliver white-glove service to UHNW families while leading the CSA team in operations excellence. You will coordinate with advisors, CPAs, and estate attorneys to ensure accurate onboarding, robust reporting, and proactive client support.

The role requires 5–10+ years in client service/operations within RIAs or similar settings, with strong attention to detail and judgment.

Qualifications

• 5–10+ years of client service and operations experience in a financial services environment.
• Experience supporting ultra-high net worth clients and complex households.
• Strong understanding of custodial platforms (Schwab, Fidelity) and reporting systems (Tamarac, eMoney).
• Exceptional attention to detail and ability to manage high-stakes, time-sensitive requests.
• Strong judgment, discretion, and problem-solving ability.

Responsibilities

• Primary service contact for Family Office and UHNW clients and households.
• Deliver a proactive, high-touch service experience tailored to complex client needs.
• Coordinate across advisors, estate attorneys, CPAs, and external partners.
• Manage sensitive, time-critical requests with urgency, discretion, and accuracy.
• Anticipate client needs and ensure a seamless, concierge-level experience.

Skills

Client service

Operations management

Team leadership

Discretion

Problem solving

Tools

Schwab

Fidelity

Tamarac

eMoney

Job description

Planning Alternatives seeks a Senior Client Service Administrator to deliver white-glove service to UHNW families while leading the CSA team in operations excellence. You will coordinate with advisors, CPAs, and estate attorneys to ensure accurate onboarding, robust reporting, and proactive client support.

The role requires 5–10+ years in client service/operations within RIAs or similar settings, with strong attention to detail and judgment.