What are the responsibilities and job description for the Client Service Workflow Specialist position at GemHarvest Executive Recruiting?
GemHarvest Executive Recruiting is looking for a skilled Client Service Workflow Specialist to manage backend client service operations. As part of our team, you will coordinate with Client Service and Investment teams to support reporting, billing, custodial, and compliance activities while ensuring efficiency.
This role requires excellent advisory operations workflow support skills, as well as strong communication and problem-solving abilities. We offer a hybrid work schedule, allowing for a great work-life balance.
Join us in our mission to deliver sophisticated financial advisory and investment management services to high net worth and ultra-high net worth clientele.
