Client Service Specialist

ACTIV8 Family Office, the premier wealth manager for athletes and entertainers, is seeking a Client Service Specialist to support our wealth advisors in meeting the day-to-day needs of our family office clients. This is a hands‑on, relationship‑driven role for someone who thrives on solving problems, anticipating needs, and delivering a seamless, white‑glove experience for high‑net‑worth families. From coordinating financial logistics like obtaining credit cards to managing personal and household matters such as setting up utilities, you will serve as a trusted point of contact who ensures that all client affairs run smoothly. The ideal candidate is highly organized, discreet, and resourceful, with a service‑first mindset and the ability to juggle competing priorities with professionalism and care. Responsibilities Partner with wealth advisors to manage and execute the day-to-day needs of family office clients Serve as a responsive, reliable point of contact for client requests, ensuring timely and accurate follow-through Anticipate client needs and proactively address issues before they arise Maintain the highest level of confidentiality and discretion in handling sensitive client information Handle financial service requests, including obtaining credit cards, opening accounts, and coordinating with banking and lending partners Oversee personal and household logistics such as setting up utilities, vendor coordination, and other lifestyle management tasks Coordinate across internal teams and external service providers to deliver a cohesive client experience Track and document client requests and ensure accountability through resolution Qualifications 3–5 years of relevant experience, preferably in financial services and/or a family office environment Strong organizational skills and exceptional attention to detail Excellent interpersonal and communication skills with a polished, professional demeanor Demonstrated ability to manage multiple priorities and act with urgency High degree of discretion, integrity, and sound judgment when handling confidential matters Resourceful, proactive, and comfortable taking ownership of diverse tasks Bachelor's degree preferred Ability to work in person at our McLean, Virginia office #J-18808-Ljbffr