Client Service Associate

Company

Sagan Recruitment

Salary / Compensation

• $1,800 – $2,500 USD per month
• Independent Contractor position

Overview / Job Description

Sagan Recruitment is hiring a Client Service Associate on behalf of a boutique multi-family office that supports ultra-high-net-worth (UHNW) families across North America. The firm provides financial coordination, operational support, vendor management, and lifestyle logistics in a highly confidential, detail-oriented environment.

The Client Service Associate will support the Head of Client Services by managing client requests, coordinating vendors, conducting research, and overseeing operational and administrative tasks across multiple client accounts. The role requires exceptional organization, discretion, and the ability to independently manage multiple priorities while working during U.S. Eastern Time business hours.

Responsibilities

Client Request Coordination

• Support the execution of client-related requests across multiple families.
• Coordinate with vendors, service providers, and third-party partners to ensure timely task completion.
• Deliver a high standard of client service while managing multiple requests simultaneously.

Project & Operational Support

• Research and execute a wide range of operational and logistical requests.
• Coordinate activities such as vendor sourcing, relocation support, property management assistance, and document processing.
• Take ownership of projects from initial request through completion with minimal supervision.

Documentation & Records Management

• Prepare and process sensitive forms, documentation, and client records with a high level of accuracy.
• Ensure all documentation is complete, organized, and properly maintained.
• Maintain confidentiality when handling sensitive client information.

Task & Systems Management

• Track and manage tasks using Monday.com and other internal systems.
• Maintain organized records within Dropbox, Google Workspace, and related platforms.
• Monitor task progress and ensure timely completion of assignments.

Internal Collaboration

• Collaborate with internal team members to deliver efficient client support.
• Identify operational gaps or issues and proactively implement solutions.
• Communicate updates and coordinate activities across departments.

Requirements

Experience

• Minimum of 2 years of experience in client service, operations, executive assistance, or administrative support.
• Experience working in fast-paced, client-focused environments.
• Experience handling confidential or sensitive information.

Skills & Competencies

• Exceptional organizational and time-management skills.
• Strong attention to detail and accuracy.
• Excellent written and verbal English communication skills.
• Ability to manage multiple priorities independently.
• Strong research and problem-solving abilities.
• Professionalism, discretion, and sound judgment.
• Proactive mindset with strong ownership and follow-through.

Nice to Have

• Experience supporting executives, founders, or ultra-high-net-worth individuals.
• Background in financial services, professional services, or family office environments.
• Experience using Monday.com, Wealthbox, or similar CRM/task management platforms.
• Basic understanding of financial concepts, including assets, liabilities, and financial statements.

Candidate Profile

You SHOULD Apply If

• You have experience in client service, operations, or executive support.
• You are highly organized and detail-oriented.
• You enjoy solving problems and managing diverse operational requests.
• You are comfortable working independently with minimal supervision.
• You maintain professionalism and confidentiality when handling sensitive information.
• You thrive in fast-paced, high-trust environments.
• You enjoy coordinating vendors, managing projects, and supporting high-profile clients.

You Should NOT Apply If

• You struggle to manage multiple priorities simultaneously.
• You are uncomfortable handling confidential information.
• You require constant supervision to complete tasks.
• You have limited experience in client-facing or administrative support roles.
• You are not comfortable working during U.S. Eastern Time business hours.

Other Information

Position Details

• Full-time remote position.
• Independent Contractor role.
• Preferred candidate locations:
  • Latin America
  • Eastern Europe
• Work schedule:
  • Monday – Friday
  • 9:00 AM – 6:30 PM EST

Tools & Technologies

• Monday.com
• Google Workspace
• Dropbox
• Wealthbox (preferred)
• CRM & Task Management Systems

Required Skills

• Client Request Coordination
• Client Service

Resume Submission Guidelines

• Submit resumes in text-based PDF format only.
• Do not submit scanned PDFs, image files (JPG/PNG), or Word documents (DOC/DOCX).
• Resume and introductory video must be submitted in English.

Additional Benefits / Highlights

• Monthly salary of $1,800–$2,500 USD.
• Fully remote work opportunity.
• Work with a boutique multi-family office serving ultra-high-net-worth families.
• Opportunity to manage diverse operational, administrative, and client service responsibilities.
• High-trust environment with significant ownership and autonomy.
• Exposure to financial coordination, vendor management, and executive-level client support.