Our client is a private advisory organization supporting complex financial and administrative needs for high-net-worth individuals and entities. The Client Services Manager oversees day-to-day financial administration and client coordination, ensuring accurate execution and responsive support across multiple entities. This is a full time direct hire position, onsite, based in Reston, Virginia, with pay range of $100k - $120k per year.
Responsibilities
• Serve as a primary point of contact for day-to-day client financial and administrative requests
• Oversee cash management, bill payment, reconciliations, and expense tracking
• Coordinate with banks, investment managers, accountants, attorneys, and other advisors
• Monitor cash balances, upcoming obligations, and anticipated liquidity needs
• Assist with budgeting, financial reporting, and tracking expenditures across multiple entities
• Maintain accurate, organized records and documentation across accounts and entities
• Gather and organize tax-related information and coordinate with external tax professionals
• Track open items, follow-ups, and project deadlines while maintaining confidentiality and discretion
Qualifications
• Bachelor’s degree in accounting, finance, business administration, or a related field (preferred)
• 5+ years of experience in private wealth, trust administration, accounting, or high-net-worth client services
• Experience supporting high-net-worth or ultra-high-net-worth individuals and families
• Strong understanding of personal financial administration, banking, investments, and general accounting principles
• Exceptional organizational skills and meticulous attention to detail
• Strong written and verbal communication skills with a service-oriented approach
• Demonstrated ability to manage demanding client relationships with tact, patience, and professionalism
• Proficiency with Microsoft Excel, Outlook, and financial reporting or accounting systems
Our Equal Employment Opportunity Policy: Employment Enterprises, Inc. is an equal employment opportunity employer. We recruit, employ, assign, train, compensate and promote without regard to race, color, sex, age, disability, religion, national origin, marital status, sexual orientation, ancestry, U.S. Veteran status, or any other protected category under applicable law.
Employment Enterprises, Inc is the parent company of Temporary Solutions, Inc. Temporary Solutions is a workforce solutions company based out of 10550 Linden Lake Plaza, Suite 200, Manassas, VA 20109. You can reach our recruiters about this job and more at 703-361-2220 or email recruiters@eeihr.com.
