UHNW Client Onboarding Lead | Hybrid Mon-Thu In Office
GemHarvest Executive Recruiting
GemHarvest Executive Recruiting is seeking a Senior Client Service Associate for a long-term client service/operations role in Midtown Manhattan, supporting ultra-high-net-worth client onboarding and transitions. You will lead client transitions from engagement through account setup, handle account openings, custodial paperwork, money movement, onboarding calls, and documentation, and coordinate with advisory and operations teams to ensure a smooth client experience. #J-18808-Ljbffr GemHarvest Executive Recruiting
Vacancy posted 3 days ago
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