GemHarvest Executive Recruiting
Client Services Associate
GemHarvest Executive Recruiting, Fort Worth, Texas, United States, 76102
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 $60,000.00/yr - $90,000.00/yr
Additional compensation types Annual Bonus
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 Services Associate
Overview Boutique Wealth Management Firm in Dallas, TX serving high net worth clientele seeks a Client Services Associate to support Private Wealth Clients and Advisors by taking initiative in planning support, meeting preparation, and plan administration.
The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high net worth clientele.
Highlights
Serve as a key planning resource for multiple advisors by owning meeting preparation and follow‑up, including plan updates in eMoney, data gathering, and checklist management
Build, update, and maintain financial plans in eMoney; ensure data integrity and readiness for advisor‑led client meetings
Coordinate new account opening and client onboarding on the LPL platform in partnership with operations
Maintain organized client documentation and deliver clear, client‑ready summaries and action lists
Help advisors stay client‑facing by streamlining planning workflows across offices as needed; participate in the growth of a dynamic, independent RIA
Enjoy a strong culture of teamwork, work‑life balance, and personal and professional development, with a competitive compensation package ($60,000 – $90,000 base plus bonuses ranging from $3,000 – $9,000, and excellent benefits)
Requirements
Bachelor’s Degree
3+ years experience Client Service Operations within Financial Services or at an RIA
Hands‑on experience with eMoney and a modern CRM (WealthBox or similar); familiarity with LPL systems preferred
Series 7 or 66 or Series 65 preferred
Seniority level Associate
Employment type Full‑time
Job function Administrative, Customer Service, and Finance
Industries Investment Management and Financial Services
Contact Referrals increase your chances of interviewing at GemHarvest Executive Recruiting by 2x
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Base pay range $60,000.00/yr - $90,000.00/yr
Additional compensation types Annual Bonus
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 Services Associate
Overview Boutique Wealth Management Firm in Dallas, TX serving high net worth clientele seeks a Client Services Associate to support Private Wealth Clients and Advisors by taking initiative in planning support, meeting preparation, and plan administration.
The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high net worth clientele.
Highlights
Serve as a key planning resource for multiple advisors by owning meeting preparation and follow‑up, including plan updates in eMoney, data gathering, and checklist management
Build, update, and maintain financial plans in eMoney; ensure data integrity and readiness for advisor‑led client meetings
Coordinate new account opening and client onboarding on the LPL platform in partnership with operations
Maintain organized client documentation and deliver clear, client‑ready summaries and action lists
Help advisors stay client‑facing by streamlining planning workflows across offices as needed; participate in the growth of a dynamic, independent RIA
Enjoy a strong culture of teamwork, work‑life balance, and personal and professional development, with a competitive compensation package ($60,000 – $90,000 base plus bonuses ranging from $3,000 – $9,000, and excellent benefits)
Requirements
Bachelor’s Degree
3+ years experience Client Service Operations within Financial Services or at an RIA
Hands‑on experience with eMoney and a modern CRM (WealthBox or similar); familiarity with LPL systems preferred
Series 7 or 66 or Series 65 preferred
Seniority level Associate
Employment type Full‑time
Job function Administrative, Customer Service, and Finance
Industries Investment Management and Financial Services
Contact Referrals increase your chances of interviewing at GemHarvest Executive Recruiting by 2x
#J-18808-Ljbffr