Client Onboarding Lead — Private Wealth (Onsite)

GemHarvest Executive Recruiting; Washington (District of Columbia); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Bonus potential

Excellent benefits

Job summary

GemHarvest Executive Recruiting is seeking a Senior Client Service Associate for an in-office role in the Ellicott City/Columbia area, MD. You will support clients and advisors, lead onboarding, and deliver exceptional service to high net worth clientele.

The position emphasizes accuracy, time management, and a client-first mindset within a collaborative team. Competitive compensation with bonus potential and comprehensive benefits are offered.

Qualifications

• Bachelor's degree required.
• 5–10+ years in client services within financial services.
• Experience with Salesforce and Schwab custodian a plus.

Responsibilities

• Lead client onboarding and private wealth client services.
• Provide excellent service to high net worth clients and maintain relationships.
• Support Advisors and contribute to growing the independent RIA.
• Demonstrate teamwork, integrity, and professional development.

Skills

Client services

Financial services

Relationship management

Education

Bachelor's Degree

Tools

Salesforce

Schwab custodian

Job description

GemHarvest Executive Recruiting is seeking a Senior Client Service Associate for an in-office role in the Ellicott City/Columbia area, MD. You will support clients and advisors, lead onboarding, and deliver exceptional service to high net worth clientele.

The position emphasizes accuracy, time management, and a client-first mindset within a collaborative team. Competitive compensation with bonus potential and comprehensive benefits are offered.