Client Services Associate

GemHarvest Executive Recruiting; Fort Worth, Arlington, Dallas (TX, TX, TX); Vor Ort; USD 60.000 - 90.000; Vollzeit

Benefits dieser Stelle

Medical insurance

401(k)

Zusammenfassung

A boutique wealth management firm in the Dallas-Fort Worth Metroplex seeks a Client Services Associate to support Private Wealth Clients and Advisors. Responsibilities include planning support, meeting preparation, and maintaining financial plans. This role requires a Bachelor’s Degree and 3+ years experience in Client Service Operations. The firm offers competitive compensation ranging from $60,000 to $90,000, with additional bonuses and strong benefits including medical insurance and 401(k).

Qualifikationen

• 3+ years experience in Client Service Operations within Financial Services or at an RIA.
• Hands-on experience with eMoney and a modern CRM.
• Series 7 or 66 or Series 65 preferred; CFP coursework/designation is a plus.

Aufgaben

• Prepare and manage meeting logistics and follow-ups for advisors.
• Maintain and update financial plans in eMoney.
• Coordinate client onboarding processes on the LPL platform.

Kenntnisse

Client Service Operations

Teamwork

Work-life balance

Ausbildung

Bachelor’s Degree

Tools

eMoney

WealthBox

LPL systems

Jobbeschreibung

GemHarvest Executive Recruiting provided pay range

This range is provided by GemHarvest Executive Recruiting. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$60,000.00/yr - $90,000.00/yr

Additional compensation types

• Annual Bonus
• Direct message the job poster from GemHarvest Executive Recruiting

Client Services Associate

Overview

Boutique Wealth Management Firm in Dallas, TX serving high net worth clientele seeks a Client Services Associate to support Private Wealth Clients and Advisors by taking initiative in planning support, meeting preparation, and plan administration.

The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high net worth clientele.

Highlights

• 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
• Enjoy a strong culture of teamwork, work life balance, and personal and professional development, with a competitive compensation package ($60,000 – $90,000 base plus bonuses ranging from $3,000 – $9,000, and excellent benefits)

Requirements

• 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
• Series 7 or 66 or Series 65 preferred; CFP coursework or designation is a plus, though not strictly required

Seniority level

Associate

Employment type

Full-time

Job function

Administrative, Customer Service, and Finance

Industries

Investment Management and Financial Services

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Benefits

• Medical insurance
• 401(k)

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