What are the responsibilities and job description for the Client Service Associate position at GemHarvest?
Client Service Associate
Multi-Billion Independent Wealth Management Firm
Ellicott City, MD
Overview
Established and growing Multi-Billion dollar AUM Independent RIA serving high net worth and ultra high net worth clientele seeks a Client Service Associate to support 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 lead for client onboarding and private wealth client services
- Provide an excellent client experience for high net worth clients, building and maintaining client relationships
- Participate in the growth of a dynamic, independent RIA by servicing client needs
- Strong culture of teamwork, integrity, work life balance and personal and professional development
- Career track within the firm
- Competitive compensation package including benefits and bonuses
Requirements
- Bachelor's Degree
- 2 years experience in Client Services within Financial Services
- Experience with Schwab custodian and Salesforce is a plus
- Track record of professionalism, adaptability, attention to detail, and time management
Job Type: Full-time
Pay: $65,000.00 - $90,000.00 per year
Benefits:
- 401(k)
- Health insurance
- Paid time off
Compensation Package:
- Bonus opportunities
Schedule:
- Monday to Friday
Education:
- Bachelor's (Required)
Experience:
- Client services: 2 years (Required)
Work Location: In person
Salary : $65,000 - $90,000
