GemHarvest Executive Recruiting · 14 hours ago
Client Services Associate
Cherry Hill, NJ
Full-time
Onsite
Entry Level
$65K/yr - $100K/yr
2+ years expGemHarvest Executive Recruiting is a nationally recognized, high-touch wealth management firm serving high-net-worth families, and they are seeking a Client Service Associate to support their growing advisory and operations team. This role is central to the client experience, focusing on precision and follow-through while serving as a trusted point of contact for clients.
Hiring Manager
Shani Servetter, MBA
Responsibilities
Serve as a primary point of contact for client service and operational needs
Coordinate onboarding, account maintenance, transfers, wires, and ongoing service requests
Partner closely with advisors, custodians, and internal teams to ensure smooth execution
Track workflows, deadlines, and follow-through using CRM and internal systems
Support a polished, responsive, and consistent client experience
Qualification
Required
Bachelor's Degree
Strong attention to detail and ownership mindset
Polished, professional communication style
2+ years financial services experience
Interest in building a long-term career in wealth management
Benefits
$5K–$10K bonus
Direct exposure to advisors, leadership, and firm operations
Career growth path within client service, operations, or broader firm roles
Company
GemHarvest Executive Recruiting
*We Deliver Outstanding Talent* As trusted Executive Search Consultants in the Private Wealth and Investment Management Industry, our mission is to source the best talent, delivering only the gems to: - Multi-Billion Dollar RIAs - Single and Multi-family Offices - Boutique Firms Roles We Specialize In: - Client Service Professionals - Operations Roles - Financial Advisors - Associate Advisors - Relationship Managers - Portfolio Managers *Your Priorities Come First* When GemHarvest Executive Recruiting partners with your firm, we commit to meeting your critical hiring requirements as if we were one of your own dedicated team members.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase