Client Services Associate

GemHarvest Executive Recruiting; United States; On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Excellent benefits

Bonus opportunities

Job summary

GemHarvest Executive Recruiting is seeking a Client Services Associate for a boutique wealth management firm in Dallas, TX. You will support private wealth clients and advisors by planning, preparing meetings, and administering plans.

You’ll maintain data integrity, prepare client-ready summaries, and streamline planning workflows across offices while supporting onboarding on the LPL platform and CRM tools.

Qualifications

• Bachelor’s degree required.
• 3+ years in client service operations in financial services or RIAs.
• Hands-on with eMoney and CRM tools like WealthBox.

Responsibilities

• Own meeting prep and follow-up for multiple advisors.
• Build and update financial plans in eMoney; ensure data readiness for meetings.
• Coordinate new account openings and client onboarding on LPL platform.

Skills

Meeting preparation

Plan administration

Client service

Data gathering

Client summaries

Workflow optimization

Team collaboration

Education

Bachelor’s Degree

Tools

eMoney

WealthBox

LPL systems

Job description

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 ($70,000 – $100,000 base plus bonuses ranging from $3,000 – $10,000, 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