What are the responsibilities and job description for the Client Services Associate position at GemHarvest Executive Recruiting?
Client Service Associate
Multi-Billion Independent Wealth Management Firm
Southeastern Chester County, 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 and Trading.
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, building and maintaining client relationships
- Participate in the growth of a dynamic, independent RIA by servicing client needs
- Strong culture of teamwork, integrity, work-life balance and personal and professional development
- Competitive compensation package including benefits and bonuses
- Career track within Client Service and Operations, not an Advisory track
- 50 minutes from Philadelphia, 25 minutes from Wilmington
Requirements
- Bachelor’s Degree
- 3 years experience in Client Service within Financial or Tax Services
- Trading experience and investment interest is a plus
- Track record of professionalism, adaptability, attention to detail, and time management
Salary : $70,000 - $80,000
