Senior Family Office Client Services Lead

ECG Resources, Inc.; Wisconsin; On-site; USD 70,000 - 110,000; Full time

Job summary

ECG Resources, Inc. seeks a Senior Client Services Representative for its Wisconsin family office.

This role blends accounting, financial reporting, and planning coordination to support high-net-worth family members, with emphasis on accuracy, discretion, and service quality. You will oversee personal, trust, and family entity accounting, coordinate with attorneys and advisors, handle property transactions and other personal financial matters, and mentor junior staff to ensure timely, precise

Qualifications

• Bachelor’s degree in accounting, finance, tax, or related field.
• 5+ years of relevant accounting or financial administration experience.
• Strong accounting, reconciliation, and financial reporting skills.

Responsibilities

• Oversee personal, trust, and family entity accounting, including cash flow, bill payment, reconciliations, distributions, and financial reporting.
• Coordinate closely with attorneys, accountants, investment advisors, bankers, household staff, and other service providers.
• Assist with property transactions, financing, insurance, household projects, and other personal financial matters.
• Review the work of junior team members and ensure services are accurate, timely, and responsive.

Skills

Accounting

Financial reporting

Reconciliations

Analytical skills

Education

Bachelors in accounting

Job description

ECG Resources, Inc. seeks a Senior Client Services Representative for its Wisconsin family office.

This role blends accounting, financial reporting, and planning coordination to support high-net-worth family members, with emphasis on accuracy, discretion, and service quality. You will oversee personal, trust, and family entity accounting, coordinate with attorneys and advisors, handle property transactions and other personal financial matters, and mentor junior staff to ensure timely, precise