UHNW Client Services & Onboarding Lead

Crawford Thomas Recruiting; Charlotte (NC); On-site; USD 70,000 - 90,000; Full time

Job summary

Crawford Thomas Recruiting is seeking a Client Service Manager in Charlotte, North Carolina. This role involves serving as the primary point of contact for UHNW families and their investment advisors, ensuring exceptional client support and client relationship management.

The ideal candidate will demonstrate prior experience in the financial services or family office industry, possess excellent communication skills, and hold a Bachelor's degree in a relevant field. Key responsibilities include client liaison and supporting new customer onboarding.

Qualifications

• Prior experience in the financial industry, specifically client services or client and performance reporting.
• Must be eligible to work in the US without a visa.

Responsibilities

• Work closely with clients to understand their needs and objectives.
• Act as client liaison by managing client projects to completion.
• Provide basic client training and respond to client inquiries.

Skills

Excellent communication skills

Strong verbal and written expertise

Multi-lingual

Working knowledge of Microsoft PowerPoint, Word, and Excel

Education

Bachelor's degree in Finance, Economics, Business Administration or related field

CFA preferred

Job description

Crawford Thomas Recruiting is seeking a Client Service Manager in Charlotte, North Carolina. This role involves serving as the primary point of contact for UHNW families and their investment advisors, ensuring exceptional client support and client relationship management.

The ideal candidate will demonstrate prior experience in the financial services or family office industry, possess excellent communication skills, and hold a Bachelor's degree in a relevant field. Key responsibilities include client liaison and supporting new customer onboarding.