GemHarvest Executive Recruiting · 15 hours ago
Client Services Associate
Baltimore, MD
Full-time
Onsite
Mid, Senior Level
$70K/yr - $110K/yr
2+ years expGemHarvest Executive Recruiting is a multi-billion dollar independent wealth management firm serving high net worth and ultra high net worth clientele. They are seeking a Client Service Associate to support clients and advisors by taking initiative in client services and ensuring an excellent client experience.
Staffing & Recruiting
Hiring Manager
Shani Servetter, MBA
Responsibilities
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
Qualification
Required
Bachelor's Degree
2-10+ years experience in Client Services within Financial Services
Track record of professionalism, adaptability, attention to detail, and time management
Preferred
Experience with Schwab custodian and Salesforce is a plus
Benefits
Excellent benefits
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