Senior Client Service Associate

$90k - $120k

GemHarvest Executive Recruiting

Baltimore, MD

Senior Client Service Associate

Multi-Billion Independent Wealth Management Firm

Ellicott City/Columbia area, MD (In-office)

Is this your next job Read the full description below to find out, and do not hesitate to make an application.

Overview

Established and growing Multi-Billion dollar AUM Independent RIA serving high net worth and ultra high net worth clientele seeks a Senior 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 ($90,000 – $120,000 base plus bonus ranging from $5,000 – $15,000, and excellent benefits) xhyhwjd

Requirements

Bachelor's Degree
5-10+ 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
Must be within a 45-minute commute to the Ellicott City/Columbia area, MD

Apply

Vacancy posted 9 days ago

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