GemHarvest Executive Recruiting · 1 hour ago
Client Services Associate
DFW Metroplex
Full-time
Onsite
Mid Level
$70K/yr - $100K/yr
3+ years expGemHarvest Executive Recruiting is a boutique wealth management firm in Dallas, TX, serving high net worth clientele. They are seeking a Client Services Associate to support Private Wealth Clients and Advisors by taking initiative in planning support, meeting preparation, and plan administration.
Staffing & Recruiting
Hiring Manager
Shani Servetter, MBA
Responsibilities
Serve as a key planning resource for multiple advisors by owning meeting preparation and follow-up, including plan updates in eMoney, data gathering, and checklist management
Build, update, and maintain financial plans in eMoney; ensure data integrity and readiness for advisor-led client meetings
Coordinate new account opening and client onboarding on the LPL platform in partnership with operations
Maintain organized client documentation and deliver clear, client-ready summaries and action lists
Help advisors stay client-facing by streamlining planning workflows across offices as needed; participate in the growth of a dynamic, independent RIA
Qualification
Required
Bachelor's Degree
3+ years experience Client Service Operations within Financial Services or at an RIA
Hands-on experience with eMoney and a modern CRM (WealthBox or similar); familiarity with LPL systems preferred
Preferred
Series 7 or 66 or Series 65 preferred
Benefits
Bonuses ranging from $3,000 – $10,000
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