Client Services Associate - Houston, United States - GemHarvest

GemHarvest
GemHarvest
Verified Company
Houston, United States

2 weeks ago

Mark Lane

Posted by:

Mark Lane

beBee recruiter
Description

Private Wealth Client Service Associate

10 Billion+ AUM Independent RIA

Houston, TX

Overview

Dynamic 10B+ Independent Wealth Management RIA seeks a Client Service Associate in a hybrid role to manage the administrative and private banking needs for high-net worth clientele.


The Firm offers comprehensive family office services, deeply personalized wealth management, investment advisory, planning and other services for high-net-worth and ultra high net worth clientele.


Highlights

  • Serve as a primary lead for client onboarding, investment implementation, and private banking services
  • Provide an excellent client experience for high net worth clients
  • Participate in the growth of a fast growing, independent RIA by servicing client needs, and maintaining and building key relationships
  • Competitive compensation package including significant base salary, benefits, and bonuses

Requirements:


  • 2+ years financial services experience working with ultrahigh net worth clients
  • Bachelor's degree in Business, Finance, or a related field
  • Track record of superior client services skills, attention to detail, and time management
  • Knowledge of Fidelity and Schwab custodial platforms a plus

Pay:
$90, $105,000.00 per year


Benefits:


  • 401(k)
  • Health insurance
  • Paid time off

Compensation package:

  • Bonus opportunities

Weekly schedule:

  • Monday to Friday

Work setting:

  • Office

Education:


  • Bachelor's (required)

Experience:


  • Financial services: 2 years (required)

Ability to Relocate:

  • Houston, TX 77027: Relocate before starting work (required)

Work Location:
Hybrid remote in Houston, TX 77027
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