Wealth Client Service Director

Multi-Family Office seeks a Director of Operations to join a boutique, collaborative team serving a sophisticated client base, reporting directly to the COO. Opportunity to manage the financial operations, compliance, client servicing and administrative functions. Highlights Work with a sophisticated family-office client base in a highly personalized service environment Opportunity to improve workflows and processes in an open-door environment that welcomes initiative and individual contributions are visible and meaningful Manage and process client servicing requests, including cash transfers, bill payments, monitoring cash flow, funding, and financial planning activities Assist in preparing asset allocation worksheets Opportunity to grow with an expanding firm and take on broader responsibility over time. Significant compensation package including competitive base salary and profit and performance-based bonuses. Requirements 5+ years of wealth management operations and/or client service experience Exceptional organizational skills, attention to detail, and follow-through Full-time, in-office presence in Boca Raton #J-18808-Ljbffr Leah Yosef International