Client Services Manager - Wealth & Family Offices
Ramsey Portia
A leading global events and insights platform within the asset and wealth management space is looking to hire a Client Services Manager to support its high-profile Wealth Management business. This is a highly visible, client-facing role sitting at the intersection of client services, sponsorship management, and event execution . You’ll play a key role in delivering premium experiences for senior stakeholders across the investment industry. Key Responsibilities & Duties: Act as the primary contact for sponsor and member firms, delivering a high-touch, “white glove” experience Manage ongoing client communications including programme updates, attendee lists, and deliverables Coordinate speaker logistics, outreach, and scheduling Support end-to-end event execution (in-person and virtual) Oversee event platforms (e.g. Cvent) including agendas, speaker profiles, and reporting Produce event materials and manage on-site deliveryCollaborate with marketing and events teams to ensure seamless execution The role requires: 2-3+ years’ experience in client services, events, or conference production Strong organisational and project management skills Excellent communication skills and attention to detail Experience with tools such as Salesforce, Cvent, and Zoom is advantageous Comfortable working with senior stakeholders in a fast-paced environment This is a fantastic opportunity to join a market-leading platform with a global reach and strong reputation across the investment management community. #J-18808-Ljbffr Ramsey Portia
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Overview As a Client Service Manager, ideal candidates will have a minimum of five... ...net worth individuals and families and have an advanced... ...Client Service Partner with Wealth Managers to understand their... ...detail Proficient in Microsoft office applications with an intermediate...Work at officeLocal areaMonday to FridayFlexible hours$140k - $190k
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A premier financial services firm is seeking a Single Family Office Relationship Manager in New York. This role focuses on developing relationships with ultra-high net worth clients and requires at least 8 years of relevant experience. Candidates should demonstrate strong...Work at office- ...marketing company with 49 offices in 20+ countries. The Family Office Group is a... ...the world. Our Private Wealth Management Summit, along with our proprietary... ...new accounts and manage client relationships. A... ...exceptional products and services. Qualifications Sales experience...Private practiceWork at office
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