Client Services Associate
$90k - $130kGemHarvest Executive Recruiting
Houston, TX | Hybrid A nationally recognized, rapidly growing RIA serving high net worth and ultra high net worth clientele is seeking an experienced Client Service Associate. Take ownership of sophisticated client service needs, work closely with experienced advisors, and build a long-term career within a collaborative, technology-forward team. What You’ll Do Deliver high-touch service to HNW and UHNW clients, including client inquiries and requests, onboarding, account opening and maintenance, and money movements Serve as a liaison among clients, advisors, custodians, and internal teams Maintain accurate client data and workflows across CRM and other systems Support advisory and investment workflows, including capital calls What’s Offered $90K–$130K base plus discretionary annual bonus Health benefits and 401(k) What You Bring 5+ years of relevant client service experience Exceptional organization, attention to detail, and technology skills #J-18808-Ljbffr GemHarvest Executive Recruiting
Vacancy posted 2 days ago
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