What are the responsibilities and job description for the Client Service Associate position at GemHarvest?
Client Service Associate
Boutique Wealth Management Firm
Minnetonka, MN
Overview
Dynamic, growing RIA serving high net worth clientele seeks a Client Service Associate to support Private Wealth 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 point of contact for client onboarding and private wealth client services
- Provide an excellent client experience for high net worth clients, maintaining client relationships
- Participate in the growth of a dynamic, independent RIA by attending to client inquiries and requests and administrative tasks
- Strong culture of teamwork, integrity, work-life balance and personal and professional development
- Competitive compensation package including benefits and bonuses
Requirements
- Bachelor's Degree
- 5 years experience in Client Services within Financial Services
- Track record of professionalism, adaptability, attention to detail, and time management
- Series 63, 65, or 66 is a plus
- Schwab custodial experience a plus
Job Type: Full-time
Pay: $80,000.00 - $100,000.00 per year
Benefits:
- 401(k)
- Health insurance
- Paid time off
Compensation Package:
- Bonus opportunities
Education:
- Bachelor's (Required)
Experience:
- Financial services: 5 years (Required)
Ability to Relocate:
- Minnetonka, MN 55345: Relocate before starting work (Required)
Work Location: In person
Salary : $80,000 - $100,000
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