GemHarvest Executive Recruiting
Client Services Associate
GemHarvest Executive Recruiting, Baltimore, Maryland, United States
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 Associate
Employment type Full-time
Job function Finance, Administrative, and Customer Service
Industries Investment Management and Financial Services
Salary & Compensation Base pay range: $65,000.00/yr - $90,000.00/yr
Additional compensation: Annual Bonus
Direct message the job poster from GemHarvest Executive Recruiting
Benefits
Medical insurance
401(k)
Location Baltimore County, MD
#J-18808-Ljbffr
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 Associate
Employment type Full-time
Job function Finance, Administrative, and Customer Service
Industries Investment Management and Financial Services
Salary & Compensation Base pay range: $65,000.00/yr - $90,000.00/yr
Additional compensation: Annual Bonus
Direct message the job poster from GemHarvest Executive Recruiting
Benefits
Medical insurance
401(k)
Location Baltimore County, MD
#J-18808-Ljbffr