Family Office Accounting & Client Services Lead

A leading wealth advisory firm in Fort Lauderdale seeks a Family Office Manager to serve as the primary relationship manager for high-net-worth clients. This role involves overseeing financial reporting, cash management, and client communication, necessitating strong accounting expertise and exceptional client service skills. The ideal candidate has a Bachelor's degree in Accounting, CPA certification, and 5-8 years of relevant experience.

If you thrive in a dynamic environment, this position offers an opportunity to grow within a professional services team.
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