Senior Client Service Associate

GemHarvest Executive Recruiting; Baltimore (MD); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Excellent benefits

Bonus potential

Job summary

GemHarvest Executive Recruiting is seeking a Senior Client Service Associate in the Ellicott City/Columbia area, MD. This in-office role supports Clients and Advisors by taking initiative in client services, onboarding, and delivering superior experiences to high-net-worth clients.

Ideal candidates bring 5–10+ years in client services within financial services, strong time management, detail-orientation, and the ability to collaborate with Schwab custodians and Salesforce.

Qualifications

• Bachelor's Degree required.
• 5–10+ years of client services experience in financial services.
• Experience with Schwab custodian and Salesforce a plus.
• Strong professionalism, adaptability, attention to detail, and time management.
• Must live within a 45-minute commute to the Ellicott City/Columbia area, MD.

Responsibilities

• Lead client onboarding and private wealth client services.
• Deliver an excellent client experience for high net worth clients and maintain relationships.
• Support Advisors and contribute to growth by addressing client needs.
• Collaborate with a team to uphold integrity, teamwork, and work-life balance.
• Career track within the firm.

Skills

Client Services

Relationship Building

Communication

Time Management

Attention to Detail

Education

Bachelor's Degree

Tools

Salesforce

Schwab Custodian

Job description

Ellicott City/Columbia area, MD (In-office)

Overview

Established and growing Multi-Billion dollar AUM Independent RIA serving high net worth and ultra high net worth clientele seeks a Senior Client Service Associate to support Clients and Advisors by taking initiative in Client Services.

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

Highlights

• Serve as a primary lead for client onboarding and private wealth client services
• Provide an excellent client experience for high net worth clients, building and maintaining client relationships
• Participate in the growth of a dynamic, independent RIA by servicing client needs
• Strong culture of teamwork, integrity, work life balance and personal and professional development
• Career track within the firm
• Competitive compensation package ($90,000 – $120,000 base plus bonus ranging from $5,000 – $15,000, and excellent benefits)

Requirements

• Bachelor's Degree
• 5-10+ years experience in Client Services within Financial Services
• Experience with Schwab custodian and Salesforce is a plus
• Track record of professionalism, adaptability, attention to detail, and time management
• Must be within a 45-minute commute to the Ellicott City/Columbia area, MD