Client Services Associate
$70k - $90kGemHarvest Executive Recruiting
Multibillion Independent Wealth Management Firm Fairfax County , VA | Hybrid (2-3 days/week in office) Overview Established and growing 2B+ Independent RIA in Fairfax County, VA serving high net worth and ultra high net worth clientele seeks an Operations Associate to manage backend client service and operational tasks, including client administration and money movements. The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high net worth clientele. Highlights Provide excellent advisory operations workflow support Participate in a dynamic and positive team environment Strong culture of teamwork, integrity, work life balance and personal and professional development in an established and growing firm Coordinate with Client Service and Investment teams to support reporting, billing, custodial, and compliance activities, while ensuring efficiency Career track within the firm Competitive compensation package ($70,000–$90,000 base salary) including benefits and discretionary bonuses Requirements Bachelor's Degree 2+ years experience in Operations or Client Services within an RIA, Wealth Management, or related Financial Services firm Track record of professionalism, adaptability, attention to detail, and time management Experience with Custodial, CRM, and Portfolio Management systems preferred #J-18808-Ljbffr GemHarvest Executive Recruiting
Vacancy posted 1 day ago
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