Client Service Associate - Trenton, United States - GemHarvest

GemHarvest
GemHarvest
Verified Company
Trenton, United States

2 weeks ago

Mark Lane

Posted by:

Mark Lane

beBee recruiter
Description

Client Service Associate

Multi-Billion Wealth Management Firm

Greater Philadelphia Region

Overview

Established and growing 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 an independent RIA by servicing client needs
  • Strong culture of teamwork, integrity, work life balance and personal and professional development
  • Career track within the firm
  • Hybrid role 3 days in office and 2 work from home
  • Competitive compensation package including benefits and bonuses

Requirements:


  • 23+ years experience in Client Service within Financial Services
  • Track record of professionalism, adaptability, attention to detail, and time management

Pay:
$60, $75,000.00 per year


Benefits:


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

Compensation package:

  • Bonus opportunities

Weekly schedule:

  • Monday to Friday

Work setting:

  • Inperson
  • Office

Education:


  • Bachelor's (required)

Experience:


  • Financial services: 2 years (required)

Ability to Relocate:

  • Trenton, NJ 08611: Relocate before starting work (required)

Work Location:
In person
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