What are the responsibilities and job description for the Medical Services Administrator position at GemHarvest Executive Recruiting?
Job Title: Client Service Operations Associate
Overview:
The Firm seeks an Operations Associate to manage backend client service and operational tasks, including client administration and money movements. This role supports a dynamic team environment with a strong culture of teamwork, integrity, work life balance and personal and professional development.
Responsibilities:
- Provide excellent advisory operations workflow support.
- Coordinate with Client Service and Investment teams to support reporting, billing, custodial, and compliance activities, while ensuring efficiency.
Requirements:
- Bachelor's Degree.
- 2 years experience in Operations or Client Services within an RIA, Wealth Management, or related Financial Services firm.
- Track record of professionalism, adaptability, attention to detail, and time management.
- Experience with Custodial, CRM, and Portfolio Management systems preferred.
