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

    GemHarvest Executive Recruiting
    GemHarvest Executive Recruiting Arlington, United States

    2 weeks ago

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    Description

    Client Service Manager - Hybrid (3 days in office, 2 days remote)

    4 Billion+ AUM Independent RIA

    Arlington,VA

    Overview

    Established and growing 4B+ Independent Wealth Management RIA seeks a Client Service Manager to manage the Client Service Team, and be responsible for the administrative and Client Service 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 team lead for client onboarding, investment implementation, and private wealth services
    • Provide excellent client experience for ultra-high net worth clients
    • Participate in the growth of a fast growing, independent RIA by leading a team, servicing client needs, and maintaining and building key relationships
    • Competitive compensation package including significant base salary, benefits, and bonuses

    Requirements

    • 5+ years Client Services experience working with HNW and UHNW clients
    • Team management experience
    • Bachelors degree or equivalent industry experience
    • Track record of superior client services skills, attention to detail, and time management
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