What are the responsibilities and job description for the Client Services Associate position at GemHarvest Executive Recruiting?
Client Service Associate
Boutique Wealth Management Firm
Memphis, TN
Overview
Multi-billion AUM Independent RIA serving ultra 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 contact for client onboarding and private wealth client services
- Provide an excellent client experience for ultra high net worth clients
- Participate in the growth of a dynamic, 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
- Bachelor's Degree
- 2-10 years experience in Client Services within Financial Services
- Track record of professionalism, adaptability, attention to detail, and time management
- Custodial experience is a plus (Fidelity and Schwab)
- Alternative Investment Administrative experience preferred
Salary : $65,000 - $110,000
