Client Services Associate

GemHarvest Executive Recruiting Pay Range

This range is provided by GemHarvest Executive Recruiting. Your actual pay will depend on your skills and experience — discuss with your recruiter to learn more. Base Pay Range

$90,000.00/yr - $130,000.00/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 A boutique independent wealth management firm serving high net worth clients seeks a Client Service Associate to support Private Wealth Clients and Advisors by taking initiative in client services. The firm offers sophisticated financial advisory and investment management services to high net worth and ultra-high net worth clients. Highlights Serve as the primary contact for client onboarding, private wealth client services, and administration Provide excellent client experiences and maintain client relationships Contribute to the growth of a dynamic, independent RIA by handling client inquiries, requests, and administrative tasks Foster a culture of teamwork, integrity, work-life balance, and professional development Competitive compensation package with benefits and bonuses Requirements Bachelor’s Degree Series 65 or 66, and preferably Series 7 2-10+ years of experience in Client Service within Financial Services Familiarity with systems like Wealthbox, Black Diamond, HolistiaPlan, and MoneyGuidePro is a plus Professionalism, adaptability, attention to detail, and strong time management skills Seniority Level

Associate Employment Type

Full-time Job Function

Finance, Administrative, and Customer Service Industries

Investment Management and Financial Services Referrals can increase your chances of interviewing at GemHarvest Executive Recruiting. Additional Inferred Benefits

Medical insurance 401(k) Get notified about new Client Services Associate jobs in

Long Beach, CA .

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