Client Services Associate
: Job Details :

GemHarvest Executive Recruiting provided pay range

This range is provided by GemHarvest Executive Recruiting. Your actual pay will be based on your skills and experience talk with your recruiter to learn more.

Base pay range

$65,000.00/yr - $90,000.00/yr

Direct message the job poster from GemHarvest Executive Recruiting

Executive Search Consultant | Delivering Gems of Talent to RIA's, Single Family & Multi-Family Offices Nationwide

Client Service Associate

Overview

Established and growing Multi-Billion dollar AUM Independent RIA serving high net worth and ultra high net worth clientele seeks a Client Service Associate to support Clients and Advisors by taking initiative in Client Services.

The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high net worth clientele.

Highlights

• Serve as a primary lead for client onboarding and private wealth client services
• Provide an excellent client experience for high net worth clients, building and maintaining client relationships
• Participate in the growth of a dynamic, independent RIA by servicing client needs
• Strong culture of teamwork, integrity, work life balance and personal and professional development
• Career track within the firm
• Competitive compensation package ($65,000 $90,000 base plus bonuses ranging from $5,000 $10,000, and excellent benefits).

Requirements

• Bachelor's Degree
• 2+ years experience in Client Services within Financial Services
• Experience with Schwab custodian and Salesforce is a plus
• Track record of professionalism, adaptability, attention to detail, and time management

Seniority level

• Seniority level Associate

Employment type

• Employment type Full-time

Job function

• Job function Finance, Administrative, and Customer Service
• Industries Investment Management and Financial Services

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Inferred from the description for this job

Medical insurance

401(k)

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