GemHarvest Executive Recruiting · 4 hours ago
Client Services Associate
Long Beach, CA
Full-time
Onsite
Mid, Senior Level
$85K/yr - $120K/yr
2+ years expGemHarvest Executive Recruiting is a boutique independent wealth management firm serving high net worth clientele, and they are seeking a Client Service Associate to support Private Wealth Clients and Advisors. The role involves serving as a primary point of contact for client onboarding and providing an excellent client experience while maintaining client relationships.
Staffing & Recruiting
Hiring Manager
Shani Servetter, MBA
Responsibilities
Serve as a primary point of contact for client onboarding and private wealth client services and administration
Provide an excellent client experience for high net worth clients, maintaining client relationships
Participate in the growth of a dynamic, independent wealth management firm by attending to client inquiries and requests and administrative tasks
Qualification
Required
Bachelor's Degree
2-10+ years experience in Client Service within Financial Services
Track record of professionalism, adaptability, attention to detail, and time management
Preferred
SIE, Series 7 and 65 or 66 preferred
Familiarity with financial services systems is a plus
Benefits
Discretionary bonus ranging from $8,000 – $15,000
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