Client Services Associate

GemHarvest Executive Recruiting provided pay range This range is provided by GemHarvest Executive Recruiting. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $65,000.00/yr - $90,000.00/yr Additional compensation types Annual Bonus Direct message the job poster from GemHarvest Executive Recruiting Client Service Associate Overview Established and growing Multi-Billion dollar AUM Independent RIA serving high net worth and ultra high net worth clientele seeks a 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 ($65,000 – $90,000 base plus bonuses ranging from $5,000 – $10,000, and excellent benefits). Requirements Bachelor's Degree 2+ 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 Seniority level Associate Employment type Full-time Job function Finance, Administrative, and Customer Service Industries Investment Management and Financial Services #J-18808-Ljbffr