What are the responsibilities and job description for the High Net Worth Client Liaison position at GemHarvest Executive Recruiting?
Job Description
We are seeking a highly skilled and experienced Client Service Associate to support Private Wealth Clients and Advisors. Your primary responsibilities will include serving as a primary lead for client onboarding and private wealth client services, providing an excellent client experience for high net worth clients, and participating in the growth of a dynamic, independent RIA by servicing client needs.