Client Services Associate

$65k - $85k

Full-time

GemHarvest Executive Recruiting

Washington County, RI

Client Service Associate

Boutique Wealth Management Firm

Rhode Island / Southeastern CT

Overview

Boutique Independent RIA serving high net worth clientele seeks a Client Service Associate to support Private Wealth 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 point of contact for client onboarding and private wealth client services
Provide an excellent client experience for high net worth clients, maintaining client relationships
Participate in the growth of a dynamic, independent RIA by attending to client inquiries and requests and administrative tasks
Strong culture of teamwork, integrity, work-life balance and personal and professional development
Competitive compensation package ($65,000 – $85,000 base and excellent benefits)

Requirements

Bachelor’s Degree
2-5+ years experience in Client Service within Financial Services
Custodial experience is a plus
Track record of professionalism, adaptability, attention to detail, and time management

Apply

Vacancy posted 1 day ago

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