Senior Client Services Lead - Private Wealth
GemHarvest Executive Recruiting
An independent RIA seeking a Senior Client Service Associate to support high net worth clients. You will lead client onboarding and deliver excellent service, contributing to business growth and maintaining high client satisfaction. Ideal candidates possess a Bachelor's degree and 5-7+ years in Client Services, preferably in financial services, with skills in Salesforce. A competitive compensation package with bonuses and professional growth is offered. #J-18808-Ljbffr
Vacancy posted 4 days ago
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