What are the responsibilities and job description for the Client Service Associate position at GemHarvest?
Client Service Associate (4 days in office/1 day remote)
Boutique Wealth Management Firm
The Main Line, Philadelphia, PA
Overview
Multi-Billion dollar Independent RIA serving high net worth clientele seeks a Client Service Associate to support Private Wealth Clients and Advisors by taking initiative in Client Services. This role is 4 days in office and 1 day remote.
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 point of contact for client onboarding and private wealth client services
- Provide an excellent client experience for high net worth clients, maintaining client relationships
- Participate in the growth of a dynamic, independent RIA by attending to client inquiries and requests and administrative tasks
- Strong culture of teamwork, integrity, work-life balance and personal and professional development
- Competitive compensation package including benefits and bonuses
Requirements
- Bachelor’s Degree
- 2-10 years experience in Client Service within Financial Services
- Fidelity custodial experience is a plus
- Track record of professionalism, adaptability, attention to detail, and time management
Job Type: Full-time
Pay: $75,000.00 - $110,000.00 per year
Benefits:
- 401(k)
- Health insurance
- Paid time off
Compensation Package:
- Bonus opportunities
Education:
- Bachelor's (Required)
Experience:
- Financial services: 2 years (Required)
Ability to Relocate:
- Bryn Mawr, PA 19010: Relocate before starting work (Required)
Work Location: In person
Salary : $75,000 - $110,000
