About the role

The client office is how Elders Intelligence shows up in the world: precise, warm, and on time. You will coordinate introductions, status updates, and document collection across products.

Responsibilities

Own inbound inquiries from the website and partner introductions.
Keep clients informed through onboarding, funding, and settlement.
Maintain a clean CRM record of conversations and next steps.
Support quarterly updates for investment and lending relationships.

Requirements

5+ years in private banking, family office, or high-touch client service.
Excellent writing and a calm manner with sophisticated clients.
Comfort discussing both digital assets and agricultural credit at a high level.
Must be based in the United States, Canada, Europe, or Mexico.