Client Service Associate - The Woodlands, United States - GemHarvest

GemHarvest
GemHarvest
Verified Company
The Woodlands, United States

2 weeks ago

Mark Lane

Posted by:

Mark Lane

beBee recruiter
Description

Client Service Associate

Boutique Wealth Management Firm

The Woodlands, TX

Overview

Independent RIA serving 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
  • Participate in the growth of a growing, independent RIA by servicing client needs, and maintaining and building key relationships
  • Strong culture of teamwork, work life balance and personal and professional development
  • Competitive compensation package including benefits and bonuses

Requirements:


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

Pay:
$55, $75,000.00 per year


Benefits:


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

Compensation package:

  • Bonus opportunities

Weekly schedule:

  • Monday to Friday

Work setting:

  • Hybrid work
  • Office

Education:


  • Bachelor's (required)

Experience:


  • Financial services: 2 years (required)

Ability to Relocate:

  • The Woodlands, TX 77381: Relocate before starting work (required)

Work Location:
Hybrid remote in The Woodlands, TX 77381
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