Client Services Associate

GemHarvest Executive Recruiting; Palos Verdes Peninsula (CA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical insurance

401(k)

Job summary

A boutique wealth management firm is seeking a Client Service Associate to support high net worth clients and advisors. The role involves client onboarding, maintaining relationships, and providing administrative support. Ideal candidates will have a Bachelor’s degree and relevant experience in financial services. This position offers competitive compensation and benefits.

Qualifications

• 2-10+ years of experience in Client Service within Financial Services.

Responsibilities

• Serve as the primary contact for client onboarding and services.
• Maintain client relationships and handle inquiries.

Skills

Professionalism

Adaptability

Attention to Detail

Time Management

Education

Bachelor’s Degree

Tools

Wealthbox

Black Diamond

HolistiaPlan

MoneyGuidePro

Job description

GemHarvest Executive Recruiting Pay Range

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

Base Pay Range

$90,000.00/yr - $130,000.00/yr

Direct message the job poster from GemHarvest Executive Recruiting

Executive Search Consultant | Delivering Gems of Talent to RIA's, Single Family & Multi-Family Offices Nationwide

Client Service Associate

Overview

A boutique independent wealth management firm serving high net worth clients seeks a Client Service Associate to support Private Wealth Clients and Advisors by taking initiative in client services.

The firm offers sophisticated financial advisory and investment management services to high net worth and ultra-high net worth clients.

Highlights

• Serve as the primary contact for client onboarding, private wealth client services, and administration
• Provide excellent client experiences and maintain client relationships
• Contribute to the growth of a dynamic, independent RIA by handling client inquiries, requests, and administrative tasks
• Foster a culture of teamwork, integrity, work-life balance, and professional development
• Competitive compensation package with benefits and bonuses

Requirements

• Bachelor’s Degree
• Series 65 or 66, and preferably Series 7
• 2-10+ years of experience in Client Service within Financial Services
• Familiarity with systems like Wealthbox, Black Diamond, HolistiaPlan, and MoneyGuidePro is a plus
• Professionalism, adaptability, attention to detail, and strong time management skills

Seniority Level

• Associate

Employment Type

• Full-time

Job Function

• Finance, Administrative, and Customer Service

Industries

• Investment Management and Financial Services

Referrals can increase your chances of interviewing at GemHarvest Executive Recruiting.

Additional Inferred Benefits

Medical insurance

401(k)

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