Senior Client Services Associate

GemHarvest Executive Recruiting; Atlanta (GA); Hybrid; USD 110,000 - 130,000; Full time

Job summary

A leading wealth management firm seeks a Senior Client Service Associate to lead onboarding and transition support for newly acquired advisory teams while providing outstanding client service. The role offers a hybrid working environment and involves occasional national travel. Ideal candidates will have significant financial services experience, strong client servicing skills, and familiarity with custodial platforms. Competitive compensation of $110,000 – $130,000 plus bonuses is offered.

Benefits

Competitive compensation package

Excellent benefits

Qualifications

• 4-10+ years of financial services experience, ideally in an RIA environment.
• Strong client service skills with a track record of working with high net worth clients.
• Experience with custodial platforms such as Fidelity, Schwab, or Pershing.

Responsibilities

• Lead client onboarding and account transitions during new team integrations.
• Provide client service support across advisory teams.
• Maintain and strengthen relationships with high net worth clients.

Skills

Client onboarding

Client service skills

Problem-solving

Communication

Education

Bachelor's degree in Business, Finance, or related field

Tools

Fidelity

Schwab

Pershing

Job description

Overview

Dynamic 10B+ independent wealth management RIA seeks a Senior Client Service Associate – Onboarding & Transition Support to assist newly acquired advisory teams during onboarding while also providing client service coverage across existing offices. The role offers variety, hybrid work in-office, and occasional national travel for transition projects.

The firm delivers comprehensive family office services and deeply personalized wealth management, investment advisory, planning, and related services for high net worth and ultra high net worth clients.

Highlights

• Lead client onboarding and account transitions during new team integrations, with occasional national travel (generally once per quarter, 2–3 weeks at a time)
• Provide client service support across advisory teams, including account opening, custodial requests, money movement, and client inquiries
• Maintain and strengthen relationships with high net worth and ultra high net worth clients through attentive service and problem-solving
• Hybrid schedule : 3 days in office, 2 days remote when not traveling
• Competitive compensation package ($110,000 – $130,000 base plus bonuses ranging from $15,000 – $25,000, and excellent benefits).

Requirements

• 4-10+ years of financial services experience, ideally in an RIA environment
• Strong client service skills with a track record of working with HNW clients
• Experience with custodial platforms such as Fidelity, Schwab, or Pershing
• Bachelor’s degree in Business, Finance, or related field