Registered Wealth Management 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

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.