What are the responsibilities and job description for the Wealth Management Support Specialist position at GemHarvest Executive Recruiting?
The Ideal Candidate
We are seeking a highly motivated and detail-oriented individual with a passion for delivering exceptional client service. The successful candidate will possess a Bachelor's Degree and 3 years of experience in Client Service within Financial or Tax Services. Strong trading experience and investment interest are a plus, but not required. If you have a track record of professionalism, adaptability, attention to detail, and time management, we encourage you to apply.
What We Offer:
We are seeking a highly motivated and detail-oriented individual with a passion for delivering exceptional client service. The successful candidate will possess a Bachelor's Degree and 3 years of experience in Client Service within Financial or Tax Services. Strong trading experience and investment interest are a plus, but not required. If you have a track record of professionalism, adaptability, attention to detail, and time management, we encourage you to apply.
What We Offer:
- A competitive compensation package including benefits and bonuses
- A career track within Client Service and Operations, not an Advisory track
- A unique opportunity to grow professionally in a fast-paced environment
- A collaborative team culture that values teamwork, integrity, work-life balance, and personal and professional development