Senior Client Service Associate

GemHarvest Executive Recruiting; Washington (District of Columbia); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Bonus potential

Excellent benefits

Job summary

GemHarvest Executive Recruiting is seeking a Senior Client Service Associate for an in-office role in the Ellicott City/Columbia area, MD. You will support clients and advisors, lead onboarding, and deliver exceptional service to high net worth clientele.

The position emphasizes accuracy, time management, and a client-first mindset within a collaborative team. Competitive compensation with bonus potential and comprehensive benefits are offered.

Qualifications

• Bachelor's degree required.
• 5–10+ years in client services within financial services.
• Experience with Salesforce and Schwab custodian a plus.

Responsibilities

• Lead client onboarding and private wealth client services.
• Provide excellent service to high net worth clients and maintain relationships.
• Support Advisors and contribute to growing the independent RIA.
• Demonstrate teamwork, integrity, and professional development.

Skills

Client services

Financial services

Relationship management

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