Client Services Associate Job at ECG Resources, Inc., Racine, WI

Zmp2M01LSktGR3J5L1dFS3JKd0V3QmxQcGc9PQ==
  • ECG Resources, Inc.
  • Racine, WI

Job Description

Established Wealth Management Office seeks a Client Service Specialist

  • Work directly with Ultra High Net Worth clients, in all aspects of their business and financial lives
  • Work on budgeting, cash flow, project management around jets, yachts, acquisitions and disposition of commercial real estate property, charitable giving, etc.
  • Act as quarterback with outside advisors for interactions with external providers, ensuring smooth operations and communication.
  • Monitor and ensure timely payments, issues spotting, and bringing critical issues to the attention of the head of client services as required
  • Familiarity with SAGE accounting software is a plus
  • Proficiency in Microsoft Office Suite, including Excel and PowerPoint, preferred
  • Ability to manage client engagements and work directly with Ultra High Net Worth clientele (100 mm plus)
  • Desire to be involved in all aspects of UHNW families' financial matters
  • Client is very open on backgrounds; will consider people coming from RIA's, accounting firms, other financial service companies, etc.
  • Low to mid 100's plus total compensation package
  • 100% client focused; no new business requirements

~Hybrid Work Opportunity~

Job Tags

Similar Jobs

Peckham Industries

Plant Manager (Req #: 944) Job at Peckham Industries

 ..., inclusive, and profitable. Job Summary: The Plant Manager is responsible for leading the operations and management of our...  ...skills. # High degree of accuracy, thoroughness and attention to details. # Legal right to work in USA. Other Duties: Please... 

Insight Global

Refrigeration Technician Job at Insight Global

 ...- Conforms with and abides by all work regulations, policies, procedures, safety rules and instructions - Willingness to obtain Forklift Certification - Ability to lift 50 pounds. - Comfortable with working alone and/or with minimal supervision - Ability to train... 

SporTherapy

Physical Therapist Salaried Job at SporTherapy

 ...match ~ Generous Paid Time Off (PTO)~ Medical, dental, vision, FSA, *LTD insurances (...  ...HIPAA, Medicare rules and billing and coding guidance Communicate effectively with...  ...healthcare team Qualifications: Required Experience and Skills for Physical Therapist... 

Blackhawk Bank & Trust

Loan Officer Job at Blackhawk Bank & Trust

 ...City area locations is accepting applications for a full-time Loan Officer position. If you are looking to join a bank with deep roots...  ...to produce accurate loan documents. Qualifications Experience in Lending, Finance, or Accounting required Bachelors degree... 

BHE Renewables, LLC

EMS Analyst 3 Job at BHE Renewables, LLC

 ...Qualifications: Bachelor's degree in engineering (electrical preferred), computer science or a related field or equivalent work experience. 6 years of related, progressive work experience would be needed for candidates applying for this position who do not possess...