Client Services Associate

GemHarvest Executive Recruiting; Houston (TX); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health benefits

401(k)

Discretionary bonus

Job summary

GemHarvest Executive Recruiting is seeking a Client Service Associate in Houston, TX. The role offers hybrid work setup and a path to grow within a technology-forward team that serves high net worth clients.

You will deliver high-touch service to HNW and UHNW clients, manage onboarding and account maintenance, and coordinate money movements while acting as a liaison among clients, advisors, custodians, and internal teams. Strong organizational skills and tech proficiency are essential.

Qualifications

• 5+ years of client service experience.
• Exceptional organization, attention to detail, and technology skills.

Responsibilities

• Deliver high-touch service to HNW and UHNW clients, including inquiries, onboarding, account opening and maintenance, and money movements.
• Serve as a liaison among clients, advisors, custodians, and internal teams.
• Maintain accurate client data and workflows across CRM and other systems.
• Support advisory and investment workflows, including capital calls.

Skills

Client service

Organization

Technology skills

Tools

CRM systems

Job description

Houston, TX | Hybrid

A nationally recognized, rapidly growing RIA serving high net worth and ultra high net worth clientele is seeking an experienced Client Service Associate. Take ownership of sophisticated client service needs, work closely with experienced advisors, and build a long-term career within a collaborative, technology-forward team.

What You’ll Do

• Deliver high-touch service to HNW and UHNW clients, including client inquiries and requests, onboarding, account opening and maintenance, and money movements
• Serve as a liaison among clients, advisors, custodians, and internal teams
• Maintain accurate client data and workflows across CRM and other systems
• Support advisory and investment workflows, including capital calls

What’s Offered

• $90K–$130K base plus discretionary annual bonus
• Health benefits and 401(k)

What You Bring

• 5+ years of relevant client service experience
• Exceptional organization, attention to detail, and technology skills