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Silver Spring

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

    GemHarvest Executive Recruiting
    GemHarvest Executive Recruiting Spring, United States

    Found in: Talent US 2A C2 - 3 hours ago

    Default job background
    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

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