Client Services Associate

GemHarvest Executive Recruiting; Austin (TX); On-site; USD 65,000 - 75,000; Full time

Benefits offered by this job

Healthcare

401(k) match

PTO

Paid holidays

Job summary

GemHarvest Executive Recruiting in Austin is seeking a Registered Client Service Associate to support high-net-worth clients and assist a lead advisor.

This position emphasizes client service and financial operations, ideal for someone keen on supporting a growing advisory practice. Close mentorship, a robust benefits package, and a competitive salary are offered, along with performance-based growth potential.

Qualifications

• 1–3+ years of financial services, client service, or operations experience preferred.
• Series 7 required; 65/66 preferred.
• Strong Excel skills, maturity, integrity, and follow-through.

Responsibilities

• Support high-net-worth client relationships through various administrative tasks.
• Prepare client meeting materials and support Excel-based portfolio work.
• Coordinate with remote administrative and marketing support team members.

Skills

Client service

Financial operations

Excel skills

Education

Bachelor's Degree

Job description

A boutique, relationship-driven wealth management practice in Austin is seeking a Registered Client Service Associate to support a successful lead advisor and a loyal base of high-net-worth client relationships.

This is a hands-on role for someone who enjoys client service, financial operations, and becoming a trusted right hand within a growing advisory practice.

What You’ll Do

• Support high-net-worth client relationships through money movement, account opening, paperwork, and service follow-through
• Prepare client meeting materials and support Excel-based portfolio work
• Coordinate with remote administrative and marketing support team members

What’s Offered

• Close mentorship from an experienced lead advisor
• Benefits package including healthcare, 401(k) match, PTO, and paid holidays
• Potential advisory track over time
• $65,000–$75,000 base salary and performance-based growth potential

What You Bring

• Bachelor’s Degree
• 1–3+ years of financial services, client service, or operations experience preferred
• Series 7 required; 65/66 preferred
• Strong Excel skills, maturity, integrity, and follow-through