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    Client Services Associate - Arlington, United States - GemHarvest Executive Recruiting

    GemHarvest Executive Recruiting
    GemHarvest Executive Recruiting Arlington, United States

    4 weeks ago

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    Description

    Client Service Associate

    Multi-Billion Independent Wealth Management Firm

    Arlington, VA

    Overview

    Multi-Billion dollar 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 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 and growing, independent RIA by servicing client needs
    • Strong culture of teamwork, integrity, work life balance and personal and professional development
    • Competitive compensation package including benefits and revenue share

    Requirements

    • 1+ years experience in Financial Services or Wealth Management
    • Bachelor's Degree
    • Track record of professionalism, adaptability, attention to detail, and time management
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