GemHarvest Executive Recruiting
Senior Client Services Associate
GemHarvest Executive Recruiting, Baltimore, Maryland, United States, 21276
3 days ago Be among the first 25 applicants
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
$90,000.00/yr - $110,000.00/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
Senior 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 Senior 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 ($90,000 – $110,000 base plus bonuses ranging from $9,000 – $16,500, and excellent benefits). Requirements Bachelor's Degree 5-7+ 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 Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance, Administrative, and Customer Service Industries Investment Management and Financial Services Referrals increase your chances of interviewing at GemHarvest Executive Recruiting by 2x Inferred from the description for this job
Medical insurance 401(k) Get notified when a new job is posted. Sign in to set job alerts for “Client Services Associate” roles.
Baltimore, MD $65,000.00-$90,000.00 2 weeks ago Hunt Valley, MD $58,000.00-$72,000.00 2 weeks ago Baltimore, MD $40,770.00-$48,225.00 2 weeks ago Cockeysville, MD $20.00-$35.00 1 month ago Baltimore, MD $47,100.00-$63,600.00 2 weeks ago Columbia, MD $50,000.00-$55,000.00 1 month ago Baltimore, MD $37,132.78-$60,215.17 3 weeks ago Annapolis, MD $60,000.00-$72,500.00 2 weeks ago Scheduling Coordinator II (CASSI-Greenspring)
Registration Representative, Towson Sports Medicine
Baltimore, MD $43,890.00-$91,560.00 2 weeks ago Office Secretary, Temporary/Seasonal, Road to Recovery
Baltimore, MD $45,176.35-$75,492.14 2 weeks ago Baltimore, MD $30,000.00-$82,800.00 2 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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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
$90,000.00/yr - $110,000.00/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
Senior 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 Senior 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 ($90,000 – $110,000 base plus bonuses ranging from $9,000 – $16,500, and excellent benefits). Requirements Bachelor's Degree 5-7+ 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 Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance, Administrative, and Customer Service Industries Investment Management and Financial Services Referrals increase your chances of interviewing at GemHarvest Executive Recruiting by 2x Inferred from the description for this job
Medical insurance 401(k) Get notified when a new job is posted. Sign in to set job alerts for “Client Services Associate” roles.
Baltimore, MD $65,000.00-$90,000.00 2 weeks ago Hunt Valley, MD $58,000.00-$72,000.00 2 weeks ago Baltimore, MD $40,770.00-$48,225.00 2 weeks ago Cockeysville, MD $20.00-$35.00 1 month ago Baltimore, MD $47,100.00-$63,600.00 2 weeks ago Columbia, MD $50,000.00-$55,000.00 1 month ago Baltimore, MD $37,132.78-$60,215.17 3 weeks ago Annapolis, MD $60,000.00-$72,500.00 2 weeks ago Scheduling Coordinator II (CASSI-Greenspring)
Registration Representative, Towson Sports Medicine
Baltimore, MD $43,890.00-$91,560.00 2 weeks ago Office Secretary, Temporary/Seasonal, Road to Recovery
Baltimore, MD $45,176.35-$75,492.14 2 weeks ago Baltimore, MD $30,000.00-$82,800.00 2 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr