What are the responsibilities and job description for the Client Services Associate position at GemHarvest Executive Recruiting?
Client Service Operations Associate
Multibillion Independent Wealth Management Firm
Fairfax County, VA
Overview
Established and growing 2B Independent RIA in Fairfax County, VA serving high net worth and ultra high net worth clientele seeks an Operations Associate to manage backend client service and operational tasks, including client administration and money movements.
The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high net worth clientele.
Highlights
- Provide excellent advisory operations workflow support
- Participate in a dynamic and positive team environment
- Strong culture of teamwork, integrity, work life balance and personal and professional development in an established and growing firm
- Coordinate with Client Service and Investment teams to support reporting, billing, custodial, and compliance activities, while ensuring efficiency
- Career track within the firm
- Competitive compensation package including benefits and bonuses
- Hybrid work schedule
Requirements
