As a member of the client service team, the Senior Client Representative role provides an excellent opportunity for an experienced professional to provide family members, under the supervision of the CFSO, consultative, strategic, and tactical services around personal, family, financial, operational, and/or lifestyle management decisions by advising, overseeing, and delivering a wide range of services and solutions to clients, entities, and trusts. Oversee accounting functions are performed in a timely and accurate manner, including: A/P, A/R, balancing G/L; reconciling bank statements and petty cash accounts; monitoring and balancing family trusts; reconciling investment accounts; processing dividends and distributions; daily managing of cash accounts and funding them as needed.