Client Services Manager - Arlington, United States - GemHarvest

GemHarvest
GemHarvest
Verified Company
Arlington, United States

1 week ago

Mark Lane

Posted by:

Mark Lane

beBee recruiter
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 ultrahigh 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
  • Bachelor's degree or equivalent industry experience
  • Track record of superior client services skills, attention to detail, and time management

Pay:
$100, $150,000.00 per year


Benefits:


  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance

Compensation package:

  • Bonus opportunities

Weekly schedule:

  • Monday to Friday

Work setting:

  • Inperson
  • Office

Education:


  • Bachelor's (required)

Ability to Relocate:

  • Arlington, VA 22207: Relocate before starting work (required)

Work Location:
Hybrid remote in Arlington, VA 22207
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