Director of Client Services jobs in United States
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GemHarvest Executive Recruiting · 2 hours ago

Director of Client Services

positionTysons Corner, VA
timeFull-time
remoteHybrid
seniorityDirector/Executive
money$120K/yr - $150K/yr
date7+ years exp

GemHarvest Executive Recruiting is a dynamic and growing wealth management firm with over $50 billion in assets under management. They are seeking a Director of Private Wealth Client Services to manage administrative and private banking needs for high-net-worth and ultra-high-net-worth clientele, ensuring an excellent client experience and leading a Client Service team.

Staffing & Recruiting
Hiring Manager
Shani Servetter, MBA
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Responsibilities

Serve as a primary lead for client onboarding, investment implementation, and private banking services
Provide an excellent client experience for ultra-high net worth clients
Managing and Leading a Client Service team
Participate in the growth of a fast growing, independent RIA by servicing client needs, and maintaining and building key relationships

Qualification

Client onboardingPrivate banking servicesFinancial services experienceFidelity platform knowledgeSchwab platform knowledgeAttention to detailTime managementLeadership

Required

Bachelor's Degree in Business, Finance, or a related field
7+ years experience financial services, preferably working with ultra-high net worth clients
Track record of superior client services skills, attention to detail, and time management
Knowledge of Fidelity and Schwab custodial platforms a plus

Benefits

Excellent benefits

Company

GemHarvest Executive Recruiting

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*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.
dateFounded in 2020
location
Philadelphia, PA, US
people-size2-10 employees
web-link
http://www.gemharvest.com/

Funding

Current Stage
Early Stage
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