GemHarvest Executive Recruiting
Client Services Associate
GemHarvest Executive Recruiting, Dallas, Texas, United States, 75215
Client Service Associate
Established and growing independent RIA serving ultra‑high‑net‑worth clientele seeks a Client Service Associate to provide high‑touch service and operational support to clients and advisors. Pay
Base: $85,000 – $110,000 per year Annual bonus up to $15,000. Highlights
Collaborate with senior advisors and partners in a collegial, team‑oriented environment Serve as primary contact for client onboarding, account openings, and money movements Contribute to smooth execution of client requests and special projects with initiative and precision Support complex entities such as trusts, partnerships, and foundations Excellent benefits package Requirements
2–5+ years of experience in client service or operations within financial services, preferably in an RIA Bachelor’s degree and preferably Series 66 (or willingness to obtain) Professional, energetic communicator with strong multitasking and follow‑through skills Detail‑oriented team player with a client‑first attitude and polished presentation Job details
Seniority level: Associate Employment type: Full‑time
#J-18808-Ljbffr
Established and growing independent RIA serving ultra‑high‑net‑worth clientele seeks a Client Service Associate to provide high‑touch service and operational support to clients and advisors. Pay
Base: $85,000 – $110,000 per year Annual bonus up to $15,000. Highlights
Collaborate with senior advisors and partners in a collegial, team‑oriented environment Serve as primary contact for client onboarding, account openings, and money movements Contribute to smooth execution of client requests and special projects with initiative and precision Support complex entities such as trusts, partnerships, and foundations Excellent benefits package Requirements
2–5+ years of experience in client service or operations within financial services, preferably in an RIA Bachelor’s degree and preferably Series 66 (or willingness to obtain) Professional, energetic communicator with strong multitasking and follow‑through skills Detail‑oriented team player with a client‑first attitude and polished presentation Job details
Seniority level: Associate Employment type: Full‑time
#J-18808-Ljbffr