What are the responsibilities and job description for the Vice President Client Services position at Activ8 Family Office?
Company Description
Activ8 Family Office is a multi-family office designed to meet the distinctive needs of athletes, entertainers, and affluent families. Specializing in personalized financial and strategic services, the company fosters long-term relationships with its clients by providing tailored solutions. With a focus on excellence, Activ8 empowers high-net-worth individuals and families to achieve financial security and preserve their wealth across generations.
Role Description
This is a full-time, on-site role for a Vice President Client Services, based in McLean, Virginia. The Vice President will oversee client accounts, build strong relationships, and ensure the delivery of exceptional service. Responsibilities include leading client management initiatives, supervising client service operations, contributing to strategic planning, and collaborating with internal teams to meet client objectives. Additionally, the role involves driving client satisfaction and supporting business growth through the development of client-centered strategies. This person will work closely with advisors to ensure the financial needs of the clients are covered.
Qualifications
- Strong skills in Client Services and Account Management
- Proficiency in Strategic Planning and Sales to build and maintain client relationships
- Experience in Team Leadership and managing teams effectively
- Exceptional interpersonal and communication skills
- Proven ability to work collaboratively and deliver client-focused solutions
- Experience in financial services or family office environments is highly valued
- Bachelor's degree in Business, Finance, or a related field; advanced degree preferred